Create New Account in SFDC
The bot creates new accounts in SFDC
Top Benefits
- Reduce efforts in creating new SFDC accounts
The bot creates a new account in the Salesforce.com
Helps the internal salespeople add new accounts very fast and accurately.
Free
- Bot Security Program
-
Level 1
- Applications
-
- Business Process
- Information Technology
- Category
- Utility
- Downloads
- 115
- Vendor
- Automation Type
- Bot
- Last Updated
- December 4, 2020
- First Published
- September 17, 2018
- Platform
- 11.x
See the Bot in Action
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
- Microsoft Office latest version AA v 10.7 sp2 or higher
- Inputs: Input is an Excel file with the necessary customer information to create an Account