login to Salesforce and open the opportunity tab.
It requires the text file which contains first name, last name, and Subject.
Extract the data from notepad and will store in the respective variable.
The bot will open the required lead from a number of leads and create opportunities for the same.
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Must install control room and client on the server.