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
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- AAE v10.7 or above
- Salesforce access