A2019 - 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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
September 14, 2020
First Published
August 30, 2020
Enterprise Version
A2019
ReadMe
ReadMe
Support

See the Bot in Action

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