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Opportunity creation in Salesforce.

This bot will open required lead from your existing lead and create an opportunity for the same.

Top Benefits

  • Very efficient in creating opportunity. Save time No manual efforts.

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.

Get Bot

Free

Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
August 27, 2019
First Published
August 27, 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 control room and client on the server.