Digital Salesforce Operation Specialist

The bot creates various objects like Account, Contact, etc. It also allows user to query, send a private message on chatter & upload file in Salesforce.

Top Benefits

  • Focus your sales team on-demand generation and closing sales.
  • Saves time and effort by eliminating manual data entry.
  • Reduce costs for skill maintenance due to Salesforce product changes.

Skills

  • Creates Salesforce objects like Account, Contact, Lead, Product, Opportunity & Quote.
  • Sends Private message on Chatter to multiple users.
  • Allows user to Upload File to Salesforce.
  • Runs query to extract data from Salesforce database.

Performs Create operations for following Standard Objects in Salesforce:
o Account
o Contact
o Lead
o Opportunity
o Product
o Quote
Sends Private message on Chatter to multiple users.
Allows users to Upload File to Salesforce.
Runs query to extract data from the Salesforce database.

Use cases:
1. Automate Creation of new contacts, accounts, leads, opportunities, etc. in Salesforce from marketing and lead generation tools.
2. Automate Creation of new products in Salesforce from ERP and other inventory management systems.
3. Automate Creation of new quotes for Products.
4. Perform data tasks like extracting sales data.

Refer to the Read-me file for detailed information about each operation.

Buy Now

$500 USD per bot
Annual Subscription

Free 30-Day Trial

Request quote for more purchase options

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Digital Worker
Last Updated
July 24, 2020
First Published
May 20, 2020
Enterprise Version
11.3.3
ReadMe
ReadMe
End User License Agreement
EULA
Support

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