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
Product video fallback

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.

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

  • Salesforce Login Email
  • Salesforce Login Password
  • Contacts Detail

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