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
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
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