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Attach files in Salesforce Lead

It requires the text file which contains the first name and last name. Extract the data from notepad and will store in the respective variable. The bot will open the required lead from a number of leads and will attach the file.

Top Benefits

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

It requires the text file which contains the first name and last name. Extract the data from notepad and will store in the respective variable. The bot will open the required lead from a number of leads and will attach the file. open the lead and attach the file in lead.

It requires the text file which contains first name and last name and the file name. Extract the data from notepad and will store in the respective variable. The bot will open the required lead from a number of leads and will attach the file

Get Bot

Free

Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Downloads
22
Vendor
Automation Type
Bot
Last Updated
August 27, 2019
First Published
August 27, 2019
Enterprise Version
11.x
Support

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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