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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
43
Vendor
Automation Type
Bot
Last Updated
December 22, 2020
First Published
August 21, 2019
Enterprise Version
11.x
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 have Automation anywhere control room and client install on your system.
  • Inputs: Text file which has firstname,lastname and subject.