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Autopilot for Everyone - Salesforce
by Catalina Ianus
0
Prebuilt Tool
<100
Summary
Summary
The Autopilot for everyone Salesforce bundle of out-of-the-box automations.
Overview
Overview
This set of automations simplifies handling tasks in your Salesforce account:
- Create, Remove, Retrieve or Update Salesforce Account
- Create, Remove, Retrieve or Update Salesforce Contact
- Create, Remove, Retrieve or Update Salesforce Lead
- Create, Remove, Retrieve or Update Salesforce Opportunity
- Retrieve Salesforce Data
Features
Features
Streamline your Salesforce CRM operations with this automation bundle across four key areas:
- Account Management: Create, update, remove, and retrieve account information effortlessly.
- Contact Handling: Manage your contacts with ease through automated creation, updates, and removals.
- Lead Processing: Efficiently create, update, remove, and retrieve leads to boost your sales pipeline.
- Opportunity Tracking: Keep your opportunities up-to-date with automated creation, updates, and removals.
Automations included:
- Create Salesforce Account
- Create Salesforce Contact
- Create Salesforce Lead
- Create Salesforce Opportunity
- Remove Salesforce Account
- Remove Salesforce Contact
- Remove Salesforce Lead
- Remove Salesforce Opportunity
- Retrieve Salesforce Accounts
- Retrieve Salesforce Contacts
- Retrieve Salesforce Data
- Retrieve Salesforce Leads
- Retrieve Salesforce Opportunities
- Update Salesforce Account
- Update Salesforce Contact
- Update Salesforce Lead
- Update Salesforce Opportunity
Technical
Version
25.4.0Updated
May 7, 2025Certification
Silver Certified
Application
Support
UiPath Community Support
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