MarketplaceListingsSolutionCreate Leads in Salesforce from Multiple CSV Files

Create Leads in Salesforce from Multiple CSV Files

Bronze Certified

Solution

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7

Create Leads in Salesforce from Multiple CSV Files

Bronze Certified

Solution

0 reviews

7


Summary

Helps for quick Salesforce leads creation by reading leads data from multiple CSV files

Overview

This solution is useful for quick Salesforce leads creation by reading predefined data from multiple CSV files and by using “Add Lead” activity. After leads are successfully created, they will be validated by using “Check ID” activity.

How to use:
  • Watch the video in the Media section in order to establish connection between UiPath and Salesforce Lighting Platform.
  • Update the CSV files with appropriate data (CSV files by default are stored in “CsvLeadData” folder).
  • Open Main.xaml in UiPath Studio.
  • Click on Run File.
  • It will ask you to provide needed input data such: Salesforce username, Salesforce password, Security Token, Consumer Key, Security Key and location of the CSV file (in case it was changed from the default location).

Benefits


Published: Apr 16, 2020 | Updated: Sep 16, 2020


License

MIT


Code Language

Visual Basic


Tags


Compatibility

Tested on Studio version 2019.10.4.


Dependencies

UiPathTeam.Salesforce.Lighting_Platform.Activities