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.

Success!

The download of Salesforce Lead Assistant will begin shortly.

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

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Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
24
Vendor
Automation Type
Bot
Last Updated
May 21, 2021
First Published
March 30, 2021
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 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

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