Lead Conversion in Salesforce

This Bot performs lead conversion on a Salesforce Lead object.

Top Benefits

  • Will quickly open the existing lead and then convert that lead.
  • Fast and efficient process.
  • Works without any human intervention.

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.

Success!

The download of Lead Conversion in Salesforce will begin shortly.

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

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Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
25
Vendor
Automation Type
Bot
Last Updated
December 22, 2020
First Published
August 26, 2019
Platform
11.x
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 Bot in Action

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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

  • User must install client and control room on the system.
  • Inputs: A text file containing all the data required for lead conversion.

About Bot Store

Automation Anywhere's Bot Store accelerates your robotic process automation initiatives by offering pre-built automations and plug-and-play integrations, so that complex business processes can be automated in days.

Bot Store