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Lead Creation in Salesforce

This bot will create an new lead by reading text files.

Top Benefits

  • Fast and efficient process. Saves time.

-It requires the text file which contains first name and last name.
-Extract the data from notepad and will store in respected variable.
-login to salesforce and create a new lead by reading a text file.
-The bot will open the required lead from a number of leads and do the lead 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 client and control room on your system.