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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
36
Vendor
Automation Type
Bot
Last Updated
December 22, 2020
First Published
August 26, 2019
Enterprise Version
11.x
Community Version
11.3.1
Support

See the Bot in Action

PREV NEXT

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

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