Attach Files to Salesforce Lead

This Bot attaches files to a Lead in Salesforce.

Top Benefits

  • We can easily attach any file in particular lead.Efficient process.

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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
48
Vendor
Automation Type
Bot
Last Updated
December 22, 2020
First Published
August 27, 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 install client and control room on your system.
  • Inputs: Text file with detail of attachments