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Extract Salesforce Lightning List View with an Automation Anywhere bot

Updated: Sep 14, 2020

Salesforce Lightning does not, by default, have a function for exporting a list view. This newly developed RPA bot can help users convert data from the list view onto Excel. After the installation, the user just has to go to any page with a list view in Salesforce Lightning and start the bot. The bot will then automatically extract the data from the list view and convert it to Excel from the active Salesforce Lightning webpage.

The benefit of this?

1. Be able to extract data from any list view quickly and efficiently

2. There’s no need to install other plug-ins

How to Set Up the Bot

1. Install

Download the Bot and follow the instructions to install it in your AAE Control Room. Make sure, before you install the bot, that you have Google Chrome and MS Excel installed.

2. Configure

Open the Bot to configure your username and any other settings the Bot will need (see the Installation Guide or ReadMe for details).

3. Run

That’s it! Now the Bot is ready to go.

About Bot Store

Automation Anywhere’s Bot Store accelerates your robotic process automation initiatives by offering pre-built automation and plug-and-play integrations. Complex business processes can be automated within days. Select the bots for the processes you want to automate, configure them for your environment, and integrate them into your business processes.


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