Check for Prior Existence of Contact in Salesforce
This bot will check if the input phone number or company name exists in Salesforce
Top Benefits
- Reliable and fast
- Uses SOAP to fetch the data
This bot is designed to work for any user with an existing or new task to check if any phone number or company name exists in Salesforce. The respective user needs to provide Salesforce login credentials, security token, phone number and company name which needs to be searched in Salesforce. You need to get the security token from Salesforce settings.
Key Use Case: Check if the input phone number or company name exists in Salesforce
Free
- Bot Security Program
-
Level 1
- Applications
-
- Business Process
- Sales
- Category
- Productivity
- Downloads
- 146
- Vendor
- Automation Type
- Bot
- Last Updated
- January 28, 2021
- First Published
- December 6, 2018
- Platform
- 11.x
See the Bot in Action
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
- AAE v10.7 or above
- Salesforce access