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.

Information Technology

Attach files in Salesforce Lead

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.

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.


Features

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.

Benefits

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


Inputs

Text file with detail of attachments

Output

Attached file in lead.


More Details

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

Owner Contact Info

Vendor image

Pre-install Checks

Must install client and control room on your system.


Install Related

Download the bot from bot store. -Unzip the zip archives. -For first time users, create “Attach_Files” folder under Directory>/My Tasks (on your local disk). -Copy file “Salesforce_Attach_Files” to above created Bot.Store folder inside Directory>/My Tasks in Automation Anywhere folder on your local disk.

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