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Lead Conversion in Salesforce

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

Top Benefits

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

-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.

-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.

Get Bot

Free

Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Vendor
Automation Type
Bot
Last Updated
August 26, 2019
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.