Activity Creation In Salesforce
This Bot will create an Activity in for an existing Salesforce lead.
Top Benefits
- Automated Activity creation in Salesforce.
- Saves time.
- Fast and Efficient process.
This Bot will login in to Salesforce CRM and create an Activity for an existing lead. It reads the inpout text file which has first name, last name and subject, and stores these inputs in variables. It then opens the relevant lead and creates an Activity for it.
Free
- Bot Security Program
-
Level 1
- Applications
-
- Business Process
- Information Technology
- Category
- Utility
- Downloads
- 45
- Vendor
- Automation Type
- Bot
- Last Updated
- December 22, 2020
- First Published
- August 21, 2019
- Platform
- 11.x
- 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 have Automation anywhere control room and client install on your system.
- Inputs: Text file which has firstname,lastname and subject.