- Sync Salesforce CRM Opportunities to events in 3rd party applications
- Automate the update of Opportunities based on events/triggers in SAP and other apps
The template is intended to simplify the integration of automated business processes from SAP or other third-party applications with Salesforce data. The Opportunity Update template automates the steps required to change the pipeline stage of any opportunity within Salesforce which the defined user within the automation has the ability to edit. The automation is intended to be fully customizable to meet the needs of your business and the customizations you may have applied to your own Salesforce instances.
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
- Salesforce CRM