Connect HomeMarketplaceComponentsCreate Leads in Salesforce from Multiple CSV Files

Create Leads in Salesforce from Multiple CSV Files

Solution

Solution

Updated: September 16th, 2020

Published: March 13th, 2020

Downloads: 7

Process: Sales

Language compatibility: Visual Basic

Tags: salesforce

Community Support

Create Leads in Salesforce from Multiple CSV Files

Solution

Summary: 

Helps for quick Salesforce leads creation by reading leads data from multiple CSV files

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).

Details

Benefits

Quick leads creation in Salesforce Lighting Platform and data validation for the created leads. 

Compatibility

Tested on Studio version 2019.10.4.

Dependencies

UiPathTeam.Salesforce.Lighting_Platform.Activities

Resources

- UiPath_Salesforce_CreateLeads.pdf

Licensing

By clicking download you agree to the following license.