- Read leads data from an Excel file
- Creates new leads in Salesforce using Excel data
The Create Salesforce Leads from Excel bot is used for automating the process of logging in to Salesforce and creating leads one-by-one. The bot recognizes fields in Salesforce based on each field's label and enters lead details. This bot can input data into text-based input fields as well as pick-list style fields.
- Bot Security Program
- Business Process
- Customer Service & SupportSales
- Automation Type
- Last Updated
- November 23, 2020
- First Published
- January 6, 2020
- Enterprise Version
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 Login Email
- Salesforce Login Password
- Leads Detail