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.

See the Bot in Action

Setup process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the 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.

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