Install
Download the Bot and follow the instructions to install it in your AAE Control Room.
Salesforce Customer Creator
This bot takes customer data from Excel and creates customer records in Salesforce
Top Benefits
- Automatic customer record creator for sales teams
- User can focus on other valuable tasks while the bot does the customer contact creation
- Time Saving - Reduce time taken for customer data creation
Tasks
- The Bot logins to the Salesforce account of the user
- The Bot will open the Customer Details Excel file which includes the details of Customer
- Reads data from Excel
- Creates a contact account and enter the customer details
The bot logins to the Salesforce account of the user with the username and password provided in input Excel sheet. Then clicks on create new contact and writes the data of new contacts from the Excel sheet to Salesforce. The bot iterates through the input Excel sheet and populates contact details one by one. Likewise, multiple contacts are created in Salesforce. The bot can be scheduled to run at any time. The bot frees the user from the tedious repetitive task of creating customer contact in Salesforce.