Digital Sales Operations Specialist - Salesforce

This Digital Worker improves team productivity, job satisfaction and the bottom line while reducing errors caused by manual data entry.

Top Benefits

  • Ensures a single, accurate source of truth
  • Speeds up execution of data entry through automation available 24/7
  • Increases reporting cadence to focus team efforts
  • Eliminates the hunt for the latest documents
  • Reduce skill maintenance costs incurred by Salesforce product changes

Skills

  • Creates new products from ERP and other inventory management systems.
  • Creates new contacts, accounts, leads, and opportunities in Salesforce from marketing and lead generation tools like Marketo.
  • Creates new quotes. Train your Digital worker to calculate pricing based on rules.
  • Performs data tasks like extracting sales data and generating bot activity reports.
  • Automates file uploads like legal documents and data sheets.
  • Sends chatter messages to Salesforce users.
  • Notifies team members when file uploads are done.

Focus your sales team on demand generation and closing sales, not manual data entry. This Digital Worker improves team productivity, job satisfaction and the bottom line while reducing errors caused by manual data entry. Train the Digital Sales Operations - Salesforce specialist to extract information from multiple sources and create new contacts, leads, accounts and more.

Success!

The download of Digital Sales Operations Specialist - Salesforce will begin shortly.

In your Control Room, use the ‘Import’ button to load the downloaded file into your Automations.

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$2500 USD per bot
Annual Subscription

Free 30-Day Trial

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Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
27
Vendor
Automation Type
Digital Worker
Last Updated
November 20, 2020
First Published
May 15, 2019
Platform
11.x
Community Version
11.3.1
Support

Bot Security

Level 1
  • All bots on Bot Store have passed a malware scan.

Bot Security Program

Automation Anywhere Bot Security is the RPA industry’s first of its kind bot security framework. In partnership with cyber security experts, Bot Security encompasses four (4) progressive levels of security designation. All bots including those built in-house or procured from Bot Store, can now be deployed reliably with secure bot development practices in alignment with prevailing Confidentiality, Integrity, and Availability (CIA) cybersecurity principles and best practices. View full Bot Security details.

See the Digital Worker in Action

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Setup Process

Install

Download the Digital Worker and follow the instructions to install it in your AAE Control Room.

Configure

Open the My Tasks folder of the Digital Worker to configure your username and other settings the Digital Worker will need.

  • Details are included in the Installation Guide or ReadMe.
  • Configuration support from the vendor is included with your purchase.

Run

That's it - now the Digital Worker is ready to get going!

Requirements and Inputs

About Digital Workers

A Digital Worker:

  • Has skills to think, act, and analyze the way humans do.
  • Helps automate manual tasks of a traditionally defined job role.
  • Frees human workers to focus on work that adds greater value.
About Digital Workers