This Bot attaches files to a Lead in Salesforce.
Input: A text file which containing the first name and last name.
For each row in the text file, the bot will open the relevant Salesforce Lead and attaches files to the Lead.
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 install client and control room on your system.
- Inputs: Text file with detail of attachments