A2019 - Contact Creation in Salesforce

This bot is capable of reading contact details from Excel, validating the emails, creating new contacts in Salesforce, and notifying the user of any duplicate records

Top Benefits

  • Speed up contact creation
  • Improves the productivity
  • Bot has capability validate email address

Tasks

  • Read the contact details from input Excel sheet
  • Validate the email address
  • Notify the user if duplicate records are found
  • Creating the new contacts

This bot will read the contact details from input excel, validate the email address.
Bot will login to the sales force with the user-provided credentials
The bot will create the contacts for each row in excel
The bot will notify the user if any duplicate records found.
The bot will work for the Salesforce Lightning access trail or official account.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
17
Vendor
Automation Type
Bot
Last Updated
January 13, 2021
First Published
November 30, 2020
Platform
Automation 360
ReadMe
ReadMe
Support

See the Bot in Action

Input
Actions
Output
PREV NEXT
Input
Actions
Output

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

  • Excel
  • Salesforce Lightning access URL
  • Valid credentials for sales force application