Create New Case in Salesforce

This bot creates a new case in Salesforce.

Support

Create New Case in Salesforce

Create New Case in Salesforce

This bot creates a new case in Salesforce.

Create New Case in Salesforce

This bot creates a new case in Salesforce. This bot is provided by Automation Anywhere.


Features

The bot is designed to login to Salesforce and create a new case with provided inputs. Credentials and URL must be provided beforehand.

Benefits

Quick and seamless Integration with Salesforce. Easy to use and integrate into new or existing tasks without any technical supervision.


Inputs

  • vUserID
  • vPassword
  • vURL
  • vCaseOrigin
  • vCaseCurrency
  • vStatus
  • vPriority
  • vCaseType
  • vCaseReason
  • vSubject
  • vDescription
  • vInternalComments
  • vSendEmailtoContact

Output

A case is created in Salesforce and the bot exits gracefully.


More Details

URL, Username and Password, Account Name, Case Currency are mandatory fields.

Owner Contact Info

Vendor image

Pre-install Checks

Functional AAE 10 sp2 setup


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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