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.

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 install client and control room on your system.
  • Inputs: Text file with detail of attachments

Customer Reviews

0.0(0 reviews)

No reviews yet.