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Create Leads in Salesforce from Multiple CSV Files
by InterWorks
0
Solution
<100
Summary
Summary
Helps for quick Salesforce leads creation by reading leads data from multiple CSV files
Overview
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).
Features
Features
Quick leads creation in Salesforce Lighting Platform and data validation for the created leads.
Additional Information
Additional Information
Dependencies
UiPathTeam.Salesforce.Lighting_Platform.Activities
Code Language
Visual Basic
License & Privacy
MIT
Privacy Terms
Technical
Version
1.0Updated
April 16, 2020Works with
Studio: 19.10.4 - 22.10
Certification
Silver Certified
Tags
Application
Support
UiPath Community Support
Resources
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