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.
Free
- Bot Security Program
-
Level 1
- Applications
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- Business Process
- Sales
- Category
- ProductivityUtility
- Downloads
- 57
- Vendor
- Automation Type
- Bot
- Last Updated
- October 20, 2023
- First Published
- May 15, 2023
- Platform
- Automation 360
- ReadMe
- ReadMe
- Support
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- Community Support Only
- Pathfinder Community Developer Forum
- 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 CRM