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by YouTube
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Solution
<100
Summary
Summary
Helps for quick Salesforce Account creation by reading Accounts data from multiple CSV files
Overview
Overview
This solution is helping for quick Salesforce Account creation by reading predefined data from multiple CSV files and by using “Add Account” activity.
Also, if the field ParentId is not populated in the CSV files, this solution is offering the option to either choose to continue anyway (because that is not a required field), to choose from the list of the existing accounts for parent account or to provide a CSV file for creating new account for the parent account.
After Accounts are successfully created, they will be validated by using “Check ID” activity.
How to use:
1. Continue anyway (without Parent Account populated)
2. Parent Account from the existing Accounts (user can choose from the drop-down menu one of the existing accounts in Salesforce)
3. Add new Account for Parent Account (user can add a new Account for Parent Account, you need to provide a new path (stored in the “CsvAccountDataNewAccount” folder) for the new Account)
Features
Features
Quick Account creation in Salesforce Lighting Platform and data validation for the created Accounts.
Additional Information
Additional Information
Dependencies
UiPathTeam.Salesforce.Lighting_Platform.Activities
Code Language
Visual Basic
License & Privacy
MIT
Privacy Terms
Technical
Version
1.0Updated
May 13, 2020Works with
Tested on Studio version 2020.4.0
Certification
Silver Certified
Support
UiPath Community Support
Resources