Check for prior existence of contact in Salesforce
This bot will check if the input phone number or company name exists in Salesforce. This bot is provided by Mindfields
Top Benefits
Bot is using SOAP to fetch the data , it is reliable and quick.
This bot is designed to work for any user with 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, Secure Token and Phone number and Company name which needs to be searched in Salesforce.
You need Security Token from Salesforce Settings.
Key Use Case: Companies can check if the input phone number or company name exists in Salesforce.
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 & above
- Salesforce access Inputs: Salesforce Login Url, WSDL file, Soap API Version, Salesforce Credentials, Security Token, Phone number and Company name which needs to be searched.
Get Bot
