Install
Download the Bot and follow the instructions to install it in your AAE Control Room.
Create New Case in Salesforce
Create a new case in Salesforce automating on top of the Salesforce UI
Top Benefits
- Quick and seamless integration with Salesforce
- Easy to use and integrate into new or existing tasks without any technical supervision
The Create Case in Salesforce bot is designed to authenticate with Salesforce and create a new case using the provided inputs. Credentials and a valid Salesforce URL are required for authentication and new case processing.
To create a new case, provide the MetaBot with a valid Salesforce URL, username, and password. Additionally, the account name and case currency are mandatory fields.