Account Creation in Salesforce

This bot creates a new account in Salesforce.

Top Benefits

  • Fast and Efficient.
  • Saves time.

The bot logs in to Salesforce and prompts for the account name, and then creates the Account in Salesforce.

Access Now

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
47
Vendor
Automation Type
Bot
Last Updated
December 22, 2020
First Published
August 26, 2019
Platform
11.x
Support

See the Bot in Action

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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

  • Must install AA Client and Control Room on your system
  • Inputs: Prompt for value which will ask for the Account name