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.

See the Bot in Action

Setup process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the 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

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