Bulk Contact Creation in Salesforce

This bot reads contact data from an Excel spreadsheet and creates Contacts in Salesforce for each record.

Top Benefits

  • Efficient and quick process.
  • Saves time.
  • Creates multiple contacts without manual intervention.

This bot reads contact data from an Excel spreadsheet and creates Contacts in Salesforce for each record.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
29
Vendor
Automation Type
Bot
Last Updated
December 22, 2020
First Published
August 26, 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 have control room and AA Client install in your system.
  • Inputs: Excel file which has details for contact creation.