Use cases Automation UiPath with Salesforce
The following video demonstrates a UiPath Robot automatically populating Salesforce using data read from an Excel spreadsheet....imagine how UiPath Robots could accelerate your Salesforce activities. 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