Create Salesforce Contact from Excel
This bot will read data from excel template and create contacts in Salesforce.
Top Benefits
- Speed up the contacts creation in Salesforce
- 100% accurate
- No additional Salesforce privilege needed
Tasks
- Read contacts data from excel
This Bot helping users login to Salesforce and create contacts records one by one. The Bot is recognise fields of contacts in Salesforce based on each field's label, fields re-position won't impact this bot. This Bot can input data into Text and single pick list fields.
Free
- Bot Security Program
-
Level 1
- Applications
-
- Business Process
- Sales
- Category
- Productivity
- Downloads
- 41
- Vendor
- Automation Type
- Bot
- Last Updated
- July 24, 2020
- First Published
- January 9, 2020
- Platform
- 11.3.3
- ReadMe
- ReadMe
- Support
-
- Laputa Technologies Limited
- Mon, Tue, Wed, Thu, Fri 9:00-17:00 UTC+0
- +852-38935325
- marketing@laputatech.com
- Bot Store FAQs
See the Bot in Action
Setup Process
Install
Download the Bot and follow the instructions to install it in your AAE Control Room.
Configure
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
Run
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Salesforce Login Email
- Salesforce Login Password
- Contacts Detail