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.

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 have control room and AA Client install in your system.
  • Inputs: Excel file which has details for contact creation.

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