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.
- Bot Security Program
- Business Process
- Customer Service & SupportFinance & Accounting
- Automation Type
- Last Updated
- January 29, 2021
- First Published
- August 10, 2018
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- AAE 10 sp2 setup