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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
47
Vendor
Automation Type
Bot
Last Updated
December 22, 2020
First Published
August 27, 2019
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

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