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
Product video fallback

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.

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 CRM

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