Install
Download the Bot and follow the instructions to install it in your AAE Control Room.
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.