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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
23
Vendor
Automation Type
Bot
Last Updated
December 22, 2020
First Published
August 26, 2019
Enterprise Version
11.x
Support

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.