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Streamline Salesforce Quotation Process

Streamline Salesforce Quotation Process

by Internal Labs

1

Solution

Downloads

58

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Summary

Summary

Update account details, register opportunity and contacts within second based on RFQ form you receive in Excel format

Overview

Overview

Streamline Salesforce Quotation Process

Update account details, register opportunity and contacts within second based on RFQ form you receive in Excel format.

Steps on the process using data from an Excel Spreadsheet:

1. Identify an account by account number.

2. Update the account information

3. Create an opportunity

4. Add products to the opportunity from a price list

5. Involve a partner in the opportunity

6. Add/Update the account contact person

Features

Features

Convert a process that takes 15-20 minutes in something that the robot is doing in 30 seconds in the background.

Additional Information

Additional Information

Dependencies

"https://go.uipath.com/component/connector-for-salesforce-lightning-platform" https://go.uipath.com/component/connector-for-salesforce-lightning-platform

Code Language

Visual Basic

Publisher

Internal Labs

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License & Privacy

License Agreement

Privacy Terms

Technical

Version

1.0.0.1

Updated

Feb 18, 2020

Works with

Studio: 21.10 - 22.10

Certification

Silver Certified

Application

Salesforce

Support

UiPath Community Support

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