Create Salesforce Lead

The Create Salesforce Lead bot is intended to simplify the integration of automated business processes from SAP and other systems with Salesforce data

Top Benefits

  • Deploy and use immediately
  • Customizable scenarios based on business requirements
  • Ensure near real time updating of Salesforce Lead data
  • Eliminate the human error associated with swivel chair copying of data from system to system

Tasks

  • Automates Lead record creation in Salesforce
  • Architected to accept incoming data via variables that can be triggered from API's in SAP and other systems
  • Reads the incoming data and creates the associated Salesforce record via API

The Create Salesforce Lead bot automates the steps required to create a new Lead record within Salesforce, allowing you to pass in all required attributes for the new Lead. The automation is intended to be fully customizable to meet the needs of your business and the customizations you may have applied to your own Salesforce instances.

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The download of Create Salesforce Lead will begin shortly.

In your Control Room, use the ‘Import’ button to load the downloaded file into your Automations.

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Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
58
Vendor
Automation Type
Bot
Last Updated
October 20, 2023
First Published
May 15, 2023
Platform
Automation 360
ReadMe
ReadMe
Support

Bot Security

Level 1
  • All bots on Bot Store have passed a malware scan.

Bot Security Program

Automation Anywhere Bot Security is the RPA industry’s first of its kind bot security framework. In partnership with cyber security experts, Bot Security encompasses four (4) progressive levels of security designation. All bots including those built in-house or procured from Bot Store, can now be deployed reliably with secure bot development practices in alignment with prevailing Confidentiality, Integrity, and Availability (CIA) cybersecurity principles and best practices. View full Bot Security details.

See the Bot in Action

Salesforce Lead created automatically
Easy configuration via XML file
Robust Error Handling Built into the Automation
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Salesforce Lead created automatically
Easy configuration via XML file
Robust Error Handling Built into the Automation

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 CRM