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.
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
- Must install control room and client on the server.
- Inputs: Text file with required details