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.

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

  • 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

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