Salesforce Lead Assistant

The bot creates leads in the Salesforce platform as per user requirements

Top Benefits

  • Automatic lead creation in Salesforce

Tasks

  • The bot automatically logs in to Salesforce CRM
  • It automatically creates new leads and enters the leads details into Salesforce
  • Bot prompts user for converting leads to accounts, contacts, and opportunities

The bot logs in to the Salesforce account and creates new leads. The bot iterates through the input Excel sheet and populates lead details one by one. The bot prompts users for converting leads to accounts, contacts, and opportunities. As per the user, the input bot performs the necessary operation.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
May 21, 2021
First Published
March 30, 2021
Platform
Automation 360
ReadMe
ReadMe
Support

See the Bot in Action

Bot logs in to the Salesforce platform
Bot prompts for lead creation
Lead creation successful in Salesforce
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Bot logs in to the Salesforce platform
Bot prompts for lead creation
Lead creation successful in Salesforce

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 sheet with requisite details