Lead Creation in Salesforce

This bot will create an new lead by reading text files.

Information Technology

Lead Creation in Salesforce

Lead Creation in Salesforce

This bot will create an new lead by reading text files.

Lead Creation in Salesforce

This bot will create an new lead by reading text files.


Features

-It requires the text file which contains first name and last name. -Extract the data from notepad and will store in respected variable. -login to salesforce and create a new lead by reading a text file. -The bot will open the required lead from a number of leads and do the lead creation for the same.

Benefits

Fast and efficient process. Saves time.


Inputs

A text file which contains first name and last name.

Output

Created lead.


More Details

It requires the text file which contains first name and last name. -Extract the data from notepad and will store in the respective variable. -login to salesforce and create a new lead by reading a text file. -The bot will open the required lead from a number of leads and do the lead creation for the same.

Owner Contact Info

Vendor image

Pre-install Checks

Must Install client and control room on your system.


Install Related

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

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