Activity Creation In Salesforce
This Bot creates a new Activity for an existing Salesforce Lead.
Top Benefits
- Can open any lead and then creates the activity for the same.
- Fast and efficient process.
- Quick generation of activity.
This Bot creates a new Activity for an exist Salesforce Lead.
Input: Text file containing first name, last name and subject.
For each row in the input text file, the data is fed to a new Activity object for the relevant Lead.
Free
- Bot Security Program
-
Level 1
- Applications
-
- Business Process
- Information Technology
- Category
- Utility
- Downloads
- 39
- Vendor
- Automation Type
- Bot
- Last Updated
- December 22, 2020
- First Published
- August 26, 2019
- Platform
- 11.x
- Community Version
- 11.3.1
- Support
-
- Quosphere
- 912241031111
- info@quosphere.com
- Bot Store FAQs
See the Bot in Action
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 on AA control room and client on your system.
- Inputs: Text file which contains the data that can be used for activity creation.