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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
38
Vendor
Automation Type
Bot
Last Updated
December 22, 2020
First Published
August 26, 2019
Enterprise Version
11.x
Community Version
11.3.1
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 on AA control room and client on your system.
  • Inputs: Text file which contains the data that can be used for activity creation.