- 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.
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Salesforce CRM