Install
Download the Bot and follow the instructions to install it in your AAE Control Room.
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.