Opportunity creation in Salesforce.

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

Information Technology

Opportunity creation in Salesforce.

Opportunity creation in Salesforce.

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

Opportunity creation in Salesforce.

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


Features

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.

Benefits

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


Inputs

Text file with required details

Output

Created opportunity


More Details

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.

Owner Contact Info

Vendor image

Pre-install Checks

Must install control room and client on the server.


Install Related

-Download the bot from bot store. -Unzip the zip archives. -For first time users, create “Opportunity Creation” folder under Directory>/My Tasks (on your local disk). -Copy file “Salesforce_Opportunity_creation” to above-created Bot.Store folder inside Directory>/My Tasks in Automation Anywhere folder on your local disk.

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