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Streamline Salesforce Quotation Process
by YouTube
1
Solution
<100
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
Technical
Version
1.0.0.1Updated
February 18, 2020Works with
Salesforce Connector >= 1.0.0.725 and UiPath Studio >= 2017.1
Certification
Silver Certified
Application
Support
UiPath Community Support
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