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.

Features

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.

Benefits

Bot is using SOAP to fetch the data , it is reliable and quick.

Quick Links

Inputs

Salesforce Login Url, WSDL file, Soap API Version, Salesforce Credentials, Security Token, Phone number and Company name which needs to be searched.

Output

It will tell you the particular phone number and company name exists in Salesforce.

More Details

You need Security Token from Salesforce Settings.

Owner Contact Info

Mindfields

https://www.mindfieldsglobal.com/

Pre-install Checks

- AAE v10.7 & above - Salesforce access

Install Related

Installation

Download the bot from Bot Store.
Double click on the .msi file.
On Welcome to Installation wizard, click Next to continue.
Click I agree to the terms in the license agreement radio button to accept the agreement.
Get/Copy the License key from Bot Store Downloads into License Key, click Next to continue.
Click Install to begin the installation.
Click Finish to complete the installation.
To view the installation go to 'My Tasks' folder on AAE Client to see bot files.

Uninstall

Open Add/Remove Programs -> Select the Bot/Digital Worker to be installed
Click uninstall

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Check for prior existence of contact in Salesforce

Check for prior existence of contact in Salesforce