Create Salesforce Leads from Excel

Read data from an Excel file and automate the creation of leads in Salesforce.

Top Benefits

  • Speed up the lead creation process in Salesforce
  • 100% accurate
  • No additional Salesforce privileges/API needed

Tasks

  • 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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
47
Vendor
Automation Type
Bot
Last Updated
November 23, 2020
First Published
January 6, 2020
Enterprise Version
11.3.3
ReadMe
ReadMe
Support

See the Bot in Action

Steps of the bot
Credential set up in Control Room
Locker set up in Control Room
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Steps of the bot
Credential set up in Control Room
Locker set up in Control Room

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 Login Email
  • Salesforce Login Password
  • Leads Detail