Salesforce Macro Creation

This bot will login to Salesforce and create a macro in Salesforce.

Top Benefits

  • No need to create Macros manually.
  • Saves time for multiple macro creations.

This bot will do the following function: Login into Salesforce. Read the data from Excel and create the macro for the same.

Macros give you the power to automate common repetitive tasks and resolve issues with a single click. You create a macro by specifying the instructions for actions that the macro performs. A macro is like a little computer program. You tell the macro each step that it has to perform.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
32
Vendor
Automation Type
Bot
Last Updated
January 20, 2021
First Published
September 20, 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

  • AA client installed in the system. Must have an account with Salesforce to login.
  • Inputs: Excel containing all the data for macro creation