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.

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The download of Contact Creation in Salesforce will begin shortly.

In your Control Room, use the ‘Import’ button to load the downloaded file into your Automations.

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Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
68
Vendor
Automation Type
Bot
Last Updated
September 7, 2021
First Published
November 30, 2020
Platform
Automation 360
ReadMe
ReadMe
Support

Bot Security

Level 1
  • All bots on Bot Store have passed a malware scan.

Bot Security Program

Automation Anywhere Bot Security is the RPA industry’s first of its kind bot security framework. In partnership with cyber security experts, Bot Security encompasses four (4) progressive levels of security designation. All bots including those built in-house or procured from Bot Store, can now be deployed reliably with secure bot development practices in alignment with prevailing Confidentiality, Integrity, and Availability (CIA) cybersecurity principles and best practices. View full Bot Security details.

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

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

About Bot Store

Automation Anywhere's Bot Store accelerates your robotic process automation initiatives by offering pre-built automations and plug-and-play integrations, so that complex business processes can be automated in days.

Bot Store