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Salesforce Digital Leads Coordinator

By transformAI


The Digital Salesforce Leads Coordinator allows you to search for, retrieve, and update Salesforce leads from other applications. Relieves you of the mundane task of keeping leads in sync and up to date with non-Salesforce data sources and destinations.

Top Benefits Include:
  • Offloads manual data entry tasks from key resources
  • Improves the accuracy of data between Salesforce and other data sources/destinations
  • Allows bulk loads or downloads of common Salesforce Leads data
  • Run and distribute leads reports on a scheduled or event basis
Digital Salesforce Leads Coordinator Skills:
  • Search leads based on key words or phrases on a variety of data elements from systems outside of Salesforce
  • Download Leads data to CSV, XML or JSON files for use in other systems
  • Add or update leads from sources outside of Salesforce via spreadsheets, JSON or XML documents
  • Understands the structure of a lead, and how to translate that structure between common platforms like SAP, Oracle, PLEX, ZOHO, and PeopleSoft, allowing the Digital Coordinator to offload the manual task of keeping systems synchronized
  • Run any standard or custom Leads report in Salesforce

Learn More About the Digital Salesforce Leads Coordinator Digital Worker

 

 

 

Tags: Digital Workforce, Digital Workers, Bot Store, Bots and Digital Workers

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