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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
115
Vendor
Automation Type
Bot
Last Updated
December 4, 2020
First Published
September 17, 2018
Enterprise Version
11.x
Support

See the Bot in Action

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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