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

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
143
Vendor
Automation Type
Bot
Last Updated
January 28, 2021
First Published
December 6, 2018
Support

See the Bot in Action

PREV NEXT

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