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Export and Import Contacts in Salesforce

Export and Import Contacts in Salesforce

by Canarys

0

Activity

1

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Summary

Summary


Overview

Overview

In essence, this activity uses a SOQL query to:
  • extract contact information from contacts in Salesforce.
  • populate details from an input file as new contacts.
By decreasing human labor and errors, UiPath makes it easier to add contacts to Salesforce.

Features

Features

Some of the features this activity presents are:
  • Accurate and speedy contacts upload is guaranteed by bulk upload capabilities and data checks.
  • Productivity and compliance are improved by customization choices, logging/reporting, and security controls.
  • Extraction of contact information, including certain fields or criteria, is made efficient by custom workflows.

Additional Information

Additional Information

Dependencies


Code Language

Visual Basic

Runtime

Windows (.Net 5.0 or higher)

Publisher

Canarys

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Trusted Source

License & Privacy

BSD

Privacy Terms

Technical

Version

1.0.1

Updated

Jul 31, 2023

Works with

Studio: 2023.6.1+

Certification

Silver Certified

Tags

ExportContacts
SalesforceContacts
Salesforce Automate
Salesforce Records
ImportingContacts
Upload Data
Salesforce data
SOQL
Contacts

Application

Salesforce
Microsoft Excel

Support

UiPath Community Support

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