Compare Account Data Between Salesforce and SAP
This robot demonstrates how to get accounts details from Salesforce and SAP. Robot also can start process to fix accounts in Salesforce if the Salesforce account data does not match account data in SAP.
This robot demonstrates how to get accounts details from Salesforce and SAP.
Robot can be used to start process to fix accounts in Salesforce if the Salesforce account data does not match account data in SAP.
Task descriptions
This robot includes several different tasks and their task descriptions are provided below. The tasks that are started either via Control Room or using Robocorp Assistant are Compare Salesforce and SAP accounts and Fix comparison errors.
Task: Compare Salesforce and SAP accounts
- Run type: Unattended using Robocorp Agent (Windows)
- Description: This task will get list of accounts from SFDC using Salesforce API and compares those accounts with SAP account data using SAP GUI interface. Results are stored into Excel file, which is stored into Google Drive.
Task: Fix comparison errors
- Run Type: Attended using Robocorp Assistant (Windows/MacOS/Linux)
- Description: This task will download the comparison Excel from Google Drive and creates user dialog, which will prompt user to select accounts to be fixed.
Task: List accounts from SAP
- Run Type: Unattended (Windows)
- Description: This task views set of SAP accounts using SAP GUI.
Task: List accounts from Salesforce
- Run Type: Unattended (Windows/MacOS/Linux)
- Description: This task gets all Salesforce accounts via Salesforce API and views them on Salesforce site using browser. Screenshot of each account's details are saved into files.
Task: List accounts from Salesforce (no browser)
- Run Type: Unattended (Windows/MacOS/Linux)
- Description: This task gets all Salesforce accounts via Salesforce API and saves data from each account into PDF file.
Task: Create New Accounts to Salesforce
- Run Type: Unattended (Windows/MacOS/Linux)
- Description: This task reads account data from a CSV file and adds an account (if it does not exist) or updates account data (if account already exists) in Salesforce.
Task: Fix Account Name in SFDC
- Run Type: Unattended (Windows/MacOS/Linux)
- Description: This task reads account data from a work item variable and adds an account (if it does not exist) or updates account data (if account already exists) in Salesforce.
The robot
Libraries
The RPA.Cloud.Google
library handles operations with Google Drive.
The RPA.Browser.Selenium
manages the browser automation duties.
The RPA.Tables
library takes care of saving the data into a CSV file.
The RPA.Excel.Files
library takes care of saving the data into a Excel file.
The RPA.Desktop
library is used to take desktop screenshots.
The RPA.Desktop.Windows
library handles starting of SAP GUI application.
The RPA.SAP
library manages interactions with SAP GUI interface.
The RPA.Salesforce
library handles operations with Salesforce REST API.
The RPA.PDF
library creates PDFs with account details.
The RPA.Dialogs
library manages attended UI interface.
The ControlRoomLibrary
custom library is used to manage Control Room processes via Process API.
Other Robotframework libraries in use are Collections
, OperatingSystem
and String
Configuration
Common variables for the robot are stored in variables.py
file.
The Google Drive credentials and several other sensitive data has been stored into Robocorp Vault.
Create a vault.json
file for the credentials
Create a new file: /Users/<username>/vault.json
Create a items.json
file for the work item variables
Create a new file: /Users/<username>/items.json
Point devdata/env.json
to your vault.json
and items.json
files
Control Room vault
Create new secrets with names sap_ides
, control_room_api
and salesforce
. The key-value pairs can be seen above in the vault.json
.
I want to learn more!
Visit Robocorp docs to learn more about developing robots to automate your processes!
Robocorp portal contains many example robots with all the source code included.
Follow the
for automation-related videos.Visit the Software Robot Developer forum to discuss all-things automation. Ask questions, get answers, share your robots, help others!
Technical information
Last updated
March 3, 2022License
Not defined