Activity Creation In Sales Force

This bot will open your existing lead account and create an activity for the same.

Information Technology

Activity Creation In Sales Force

Activity Creation In Sales Force

This bot will open your existing lead account and create an activity for the same.

Activity Creation In Sales Force

This bot will open your existing lead account and create an activity for the same.


Features

-It requires the text file which contains firstname,lastname and Subject. -Extract the data from notepad and will store in respected variable. -Bot will open the required lead from number of leads and do the activity creation for the same

Benefits

Can open any lead and then creates the activity for the same. Fast and efficient process. Quick generation of activity.


Inputs

Text file which contains the data that can be used for activity creation.

Output

Created activity in existing lead.


More Details

-It requires the text file which contains firstname,lastname and Subject. -Extract the data from notepad and will store in respected variable. -open the leads which is mentioned in the text file. -Bot will open the required lead from number of leads and do the activity creation for the same.

Owner Contact Info

Vendor image

Pre-install Checks

Must Install on AA control room and client on your system.


Install Related

Installation

  • Download the bot from Bot Store.
  • Double click on the .msi file.
  • On Welcome to Installation wizard, click Next to continue.
  • Click I agree to the terms in the license agreement radio button to accept the agreement.
  • Get/Copy the License key from Bot Store Downloads into License Key, click Next to continue.
  • Click Install to begin the installation.
  • Click Finish to complete the installation.
  • To view the installation go to 'My Tasks' folder on AAE Client to see bot files.

Uninstall

  • Open Add/Remove Programs -> Select the Bot/Digital Worker to be installed 
  • Click uninstall 

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