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Activity Creation In Sales Force

This bot will open your existing lead account and create an activity for the same.

Top Benefits

  • Can open any lead and then creates the activity for the same. Fast and efficient process. Quick generation of activity.

-It requires the text file which contains firstname,lastname and Subject.
-Extract the data from notepad and will store in respected variable.
-Bot will open the required lead from number of leads and do the activity
creation for the same

Get Bot

Free

Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
August 26, 2019
First Published
August 26, 2019
Enterprise Version
11.x
Support

See the Bot in Action

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Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

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

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Must Install on AA control room and client on your system.