Lead Conversion in Salesforce

This bot will convert the existing lead from all leads using lead conversion option.

Information Technology

Lead Conversion in Salesforce

Lead Conversion in Salesforce

This bot will convert the existing lead from all leads using lead conversion option.

Lead Conversion in Salesforce

This bot will convert the existing lead from all leads using lead conversion option.


Features

-It requires the text file which contains first name, last name, and Subject. -Extract the data from notepad and will store in the respective variable. -The bot will open the required lead from a number of leads and do the lead conversion for the same.

Benefits

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


Inputs

A text file containing all the data required for lead conversion.

Output

Converted lead.


More Details

-It requires the text file which contains first name, last name, and Subject. -Extract the data from notepad and will store in the respective variable. -opens the existing lead which is mentioned in the text file and then converts that lead. -The bot will open the required lead from a number of leads and do the lead conversion for the same.

Owner Contact Info

Vendor image

Pre-install Checks

User must install client and control room on the system.


Install Related

Download the bot from bot store. -Unzip the zip archives. -For first time users, create “Lead_conversion” folder under Directory>/My Tasks (on your local disk). -Copy file “Salesforce” to above created Bot.Store folder inside Directory>/My Tasks in Automation Anywhere folder on your local disk.

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