1. MuleSoft RPA –
Its Key Features and use-case demo
Frisco MuleSoft Meetup Group
10/28/2022
2. Forward-looking statements
This presentation contains forward-looking statements about the Company’s financial and operating results, which may include expected GAAP and non-GAAP
financial and other operating and non-operating results, including revenue, net income, earnings per share, operating cash flow growth, operating margin
improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses,
amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals, expected capital allocation, including
mergers and acquisitions, capital expenditures and other investments, expectations regarding closing contemplated acquisitions and contributions from acquired
companies. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such
risks or uncertainties materialize or if any of the assumptions prove incorrect, the Company’s results could differ materially from the results expressed or implied
by the forward-looking statements it makes. The risks and uncertainties referred to above include those factors discussed in Salesforce’s reports filed from time
to time with the Securities and Exchange Commission, including, but not limited to: risks associated with our ability to successfully integrate Slack Technologies,
Inc.’s operations; our ability to realize the anticipated benefits of the Slack Technologies, Inc. transaction; the impact of Slack Technologies, Inc.’s business model
on our ability to forecast revenue results; disruption from the transaction making it more difficult to maintain business and operational relationships; the impact of,
and actions we may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn and market volatility; our
ability to maintain service performance and security levels meeting the expectations of our customers, and the resources and costs required to avoid
unanticipated downtime and prevent, detect and remediate performance degradation and security breaches; our ability to secure and costs related to data center
capacity and other infrastructure provided by third parties; our reliance on third-party hardware, software and platform providers; the effect of evolving domestic
and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those
addressing data privacy; current and potential litigation involving us or our industry, including litigation involving acquired entities such as Tableau; regulatory
developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product features, including
any efforts to expand our services beyond the CRM market; the success of our strategy of acquiring or making investments in complementary businesses and
strategic partnerships; our ability to compete in the market in which we participate; the success of our business strategy and our plan to build our business; our
ability to execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation
in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success
of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations;
our dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and
uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term
license revenue products; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to
protect our intellectual property rights; our ability to develop our brands; the valuation of our deferred tax assets and the release of related valuation allowances;
uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property; uncertainties regarding the effect of general
economic conditions; and risks related to our debt and lease obligations.
3. ● Both the Speaker and Hosts are organizing this meetup at individual capacity.
We are not representing our Organisations here.
● This presentation is strictly for learning purpose only.
● We do not hold any responsibility that same solution will work for your business use
case also.
● This Presentation is not meant for any promotional activities.
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Safe Harbor Statement
4. 4
● Introductions
● What is RPA? Why MuleSoft RPA?
● MuleSoft RPA Components
● Phases of MuleSoft RPA
● Walkthrough of RPA Manager and RPA Builder
● Use Case Demo
○ Read a PDF file and parse it into an Excel File.
○ Login to MuleSoft Anypoint Platform and invocation of RPA using Mule API.
● Trivia
Agenda
5. Introductions
● About the Organizers- Frisco Meetup group
Anubhav Mangla
Associate Solution Architect
Caelius Consulting
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Lavina Ambani
VP Customer Success
Caelius Consulting
8. What is RPA? How does it work?
● Robotic Process Automation(RPA) is a software technology that combines robotics
and automation to perform repetitive tasks.
○ RPA is nothing but instructing a machine to execute repetitive manual tasks. If there is a logical step to performing a task, a bot will be able to replicate
it.
○ Its a method for business process automation that uses an application or a bot that replicates employee’s desktop actions by interacting with
interfaces such as Google Chrome on Desktop, and/or Legacy applications in a same way a human would.
● How does it work?
○ Most of the times the script created is based upon the clicks, entries, movements and overall actions that the user performed on the screen.
○ RPA tools can record users performing repetitive tasks and generate a script that the bot follows to perform said tasks.
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9. MuleSoft RPA
Automate repetitive processes and tasks
Automate any process for any team
Use with point-and-click tools to automate your workflows instantly – whether through a UI, document, or image
Collaborate on a secure, trusted platform
Empower business and IT teams to collaborate with ease and break silos on every step of your automation journey
Scale end-to-end automation
Share and reuse RPA securely with Salesforce C360, Anypoint Platform, and Composer
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10. 10
New
customer
behaviors
Teams look to automation to transform how they
work and deliver customer experiences
Higher
customer
expectations
90%
of organizations see increased
demand for automation from
business teams
95%
of IT leaders are prioritizing
automation
New
operating
models
12. MuleSoft RPA Manager
Effortlessly manage every step
of your automation journey
Evaluate automation efficiency
Increase Bots performance with full visibility of your
ROI, process lifecycle, profit analysis, and Bot
utilization
Optimize your process operations
Govern, monitor, and analyze your automation with
customizable dashboards
Solve errors faster
Get immediate notifications using customized alert
rules as soon as when an error occurs in your flow
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RPA Manager
13. MuleSoft RPA Builder
Build and debug RPA processes
with low-code tools
Build with ease
Rapidly configure RPA Bots with a rich, diverse
wizard-based toolbox to solve any automation
problems
Jumpstart with building assets
Expedite development cycle with pre-built activity
steps and templates from Anypoint Exchange
Debug projects in realtime
Inspect the state of the variables across your RPA
process with classic, developer-friendly debugging
capabilities
RPA Builder
14. MuleSoft RPA Recorder
Instantly record and capture
your business processes
Accelerate process design
Capture your everyday work in any application and
automatically create click-path documentation
Analyze every step of your workflow
Thoroughly analyze every desired automation action
with enhanced metadata for Process Mining
Streamline collaboration
Seamlessly synchronize with RPA Manager and
RPA Builder for instant process design and
development
RPA Recorder
15. MuleSoft RPA Bot
Efficiently run your automation on Desktop
Execute
RPA Bots are software robots that carry out any
RPA processes assigned to them.
Kickstart with RPA Builder
Kickstart the RPA Bot by creating activities in RPA
Builder for each process step.
Prerequisites
RPA Bot requires a computer where applications
required for processes are installed along with
activities created in RPA Builder for each process
step.
RPA Bot
17. Assessment to evaluate whether or not a given
process will be valuable to automate.
Design all step necessary to have a complete
coverage of the process to be automated.
Apply process logic to the steps designed in the previous
steps, so a bot is able to understand and execute it.
Test the automated process to validate that it
is stable and can be deployed into production.
Deploy the automated process and assigned
bots into product environment
Monitor and manage the bots and processes
running in production environment
Evaluate
Design
Build
Test
Operate
Production
RPA Lifecycle
Phases
RPA Manager
RPA Manager RPA Recorder
RPA Manager
RPA Bot
RPA Manager
RPA Bot
RPA Manager
RPA Bot
RPA Builder RPA Recorder
Developers
Business
Business
IT
IT
Business / Developer / IT
18. Future features and/or Guides
● Non-Production
○ How do we define the concept of non-production environments?
■ Our concept is that we have one platform (RPA Manager) for development, tests and production.
■ All the environments are connected to the RPA Manager. Once you are done with one Phase you just
switch to another environment.
■ If we need separate test environment we need to request for another instance.
● Production
○ How do we define the concept of production environments?
■ Once after running bot in non production we just switch to production environment.
● CI/CD - DevOps
○ Is this possible today?
■ Yes, but currently it's self-contained within the product (the automation lifecycle roughly represents a CI/CD
cycle) and cannot be hooked up to external CI/CD tools.
Deployment Topics
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20. ● RPA Manager is the cloud-based control
plane for the automations that is
integrated into Anypoint Platform.
○ Manage user access and
permissions.
○ Evaluate the viability and financial
benefits of implementing an
automation.
○ Design and document RPA
processes.
○ Test and deploy automations.
○ Manage and monitor deployed
automations.
RPA Manager features
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22. Prerequisites
● From MuleSoft RPA Manger, verify:
○ Evaluate Phase - Completed
■ Approved as a viable implementation
○ Design Phase - Completed
■ Business Process model and notation (BPMN) is available
Before The Build Phase
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23. ● Connect to MuleSoft RPA Manager Repository
○ To access the RPA process model from design phase
○ You must be a team member
○ The process must be in build phase
Start The Build Phase
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24. ● Setup the start event task for the process
● Setup Workflow Initialization Block
● Setup Activity Workflow Block
● Setup Workflow Finalization Block
Key activities
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25. ● Each workflow has three activity blocks
○ A Workflow Initialization Block
■ Define initial setting for a task
○ An Activity Workflow Block
■ Logically organize workflow elements
○ A Workflow Finalization Block
■ Handle task completion activities e.g. error handling
Anatomy of an RPA bot task workflow
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26. Testing in RPA Builder
● Test individual bot tasks
○ Use the Run feature from a RPA bot task workbench
○ Review results and logs in the Workflow Run Results view
Unit Test RPA Process
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27. Testing in RPA Builder
● Test the process
○ Use the Run feature from the Business Process Modeler
○ Review results and logs in the Test Run Information view
Unit Test RPA Process
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28. Release to Test phase
● In MuleSoft RPA Manager
○ Publish the process to Test phase
○ This completes the Build phase and development of RPA process
Wrapping up the Build phase
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31. ● Share:
○ Share using the hashtag #MuleSoftMeetups
○ https://meetups.mulesoft.com/frisco/
● Feedback:
○ Fill out the survey feedback and suggest topics for upcoming events.
○ Contact MuleSoft at meetups@mulesoft.com for ways to improve the program
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What’s next?
