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.
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
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.