Opportunity Creation in Salesforce

This Bot creates a new Salesforce Opportunity from a Lead with information from a text file.

Top Benefits

  • Very efficient in creating opportunity.
  • Save time
  • No manual efforts.

This Bot creates a new Salesforce Opportunity from a Lead with information from a text file.

The Bot logs in to Salesforce and opens the Opportunity tab. It retrieves the first name, last name, and subject information for the Opportunity from the text file, then opens the relevant Salesforce Lead and creates a new Opportunity.

Success!

The download of Opportunity Creation in Salesforce will begin shortly.

In your Control Room, use the ‘Import’ button to load the downloaded file into your Automations.

Access Now

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
56
Vendor
Automation Type
Bot
Last Updated
December 22, 2020
First Published
August 27, 2019
Platform
11.x
Support

Bot Security

Level 1
  • All bots on Bot Store have passed a malware scan.

Bot Security Program

Automation Anywhere Bot Security is the RPA industry’s first of its kind bot security framework. In partnership with cyber security experts, Bot Security encompasses four (4) progressive levels of security designation. All bots including those built in-house or procured from Bot Store, can now be deployed reliably with secure bot development practices in alignment with prevailing Confidentiality, Integrity, and Availability (CIA) cybersecurity principles and best practices. View full Bot Security details.

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 control room and client on the server.
  • Inputs: Text file with required details

About Bot Store

Automation Anywhere's Bot Store accelerates your robotic process automation initiatives by offering pre-built automations and plug-and-play integrations, so that complex business processes can be automated in days.

Bot Store