Lead Creation in Salesforce

This Bot creates new leads in Salesforce from data in a text file.

Top Benefits

  • Fast and efficient process.Saves time.
This Bot creates new leads in Salesforce from data in a text file. The input text file which contains first name and last name. The Bot reads the input file, logs into Salesforce and creates a new Lead.

See the Bot in Action

Setup process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Must Install client and control room on your system.
  • Inputs: A text file which contains first name and last name.

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