- 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.
- Bot Security Program
- Business Process
- ProductivityRPA Developer ToolsUtility
- Automation Type
- Last Updated
- January 13, 2021
- First Published
- November 30, 2020
- Enterprise Version
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
- Salesforce Lightning access URL
- Valid credentials for sales force application