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.

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 have Automation anywhere control room and client install on your system.
  • Inputs: Text file which has firstname,lastname and subject.

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