Contract creation in Salesforce

This bot will login to Salesforce and create the contract.

Top Benefits

This bot will login to Salesforce and create a contract by taking the details using the prompt.

See the Bot in Action

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

  • AA client installed in your system.
  • Inputs: Account Name, contract date and contract month.

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