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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
30
Vendor
Automation Type
Bot
Last Updated
May 14, 2020
First Published
January 9, 2020
Enterprise Version
11.3.3
ReadMe
ReadMe
Support

See the Bot in Action

Steps of Bot
Credential set up in Control Room
Locker set up in Control Room
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Steps of Bot
Credential set up in Control Room
Locker set up in Control Room

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