The lead conversion process in Salesforce creates an Account, a Contact and an Opportunity from a Lead object record.
Input: Text file containing first name, last name, and subject.
The Bot opens an existing based on the information in the text file and converts it using the conversion function in Salesforce.
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
- User must install client and control room on the system.
- Inputs: A text file containing all the data required for lead conversion.