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Create Leads in Salesforce from Multiple CSV Files

Create Leads in Salesforce from Multiple CSV Files

by InterWorks

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0

Solution

Downloads

21

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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

Publisher

InterWorks

Visit publisher's page

License & Privacy

MIT

Privacy Terms

Technical

Version

1.0

Updated

Apr 16, 2020

Works with

Studio: 19.10.4 - 22.10

Certification

Silver Certified

Application

Salesforce

Support

UiPath Community Support

Resources

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