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

Setup process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the 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

Customer Reviews

5.0(1 review)
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Great

Sharon Liu