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.

Success!

The download of Salesforce Customer Creator will begin shortly.

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

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
49
Vendor
Automation Type
Bot
Last Updated
May 25, 2021
First Published
August 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

Bot logins to Salesforce
Bot auto-populates customer data from Excel
Sales customer record successfully created
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Bot logins to Salesforce
Bot auto-populates customer data from Excel
Sales customer record successfully created

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

  • Input excel with Salesforce login credentials of user
  • Input excel sheet with customer details

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