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Automate with Salesforce and across other platforms
- 1. Community Session Automate with Salesforce and Across other Platforms
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- 21. 23 What is a native integration UiPath Platform Salesforce Connector App A P I Salesforce Backend Salesforce Activity Pack A P I
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- 27. 30 Process automation requires End 2 End… Optimized processes help companies achieve corporate objectives and respond to evolving market needs faster Enterprise Objectives Supply Chain Finance Finance & Supply Chain NetSuite SAP MS Dynamics Industry Specific Sales / Service Marketing CX SFDC Hubspot ServiceNow Industry Specific Recruiting and Talent Management Payroll HR Success Factors ADP Workday Industry Specific Service Mgmt Operations Mgmt IT / Ops ServiceNow IT systems Industry Specific Jira
- 28. 31 Streamlined processes across functions and applications enable an agile, digital organization Processes often involve multiple tools and teams. For example, Sales opportunities in Salesforce when closed, needs to create orders in SAP. Optimized processes help companies achieve corporate objectives and respond to evolving market needs faster Enterprise Objectives Supply Chain Finance Finance & Supply Chain NetSuite SAP MS Dynamics Industry Specific Sales / Service Marketing CX SFDC Hubspot Industry Specific Recruiting and Talent Management Payroll HR Success Factors ADP Workday Industry Specific Service Mgmt Operations Mgmt IT / Ops ServiceNow IT systems Jira Industry Specific ServiceNow
- 29. 32 Streamlined processes across functions and applications enable an agile, digital organization Any thinkable automated process is feasible. Optimized processes help companies achieve corporate objectives and respond to evolving market needs faster Enterprise Objectives Supply Chain Finance Finance & Supply Chain NetSuite SAP MS Dynamics Industry Specific Sales / Service Marketing CX SFDC Hubspot Industry Specific Recruiting and Talent Management Payroll HR Success Factors ADP Workday Industry Specific Service Mgmt Operations Mgmt IT / Ops ServiceNow Jira Industry Specific ServiceNow IT systems
- 31. 34 Sales Order Processing Multiple Contract Agreement Processing Workflows Mortgage Payments: Big Increase in Service Requests Use Cases
- 32. 35 Get Record Get Salesforce Opportunity Line Items Invoke SAP BAPI Create Sales Order in SAP Update Record Update Salesforce Opportunity Salesforce Process: Opportunity Closed/Won UiPath Connector for SFDC Connection Template Orchestrator Job Opportunity Stage: Closed/Won (Demo Link) Use Case: SFDC Connector accelerates the sales-to-order process across multiple systems Challenge: • How to automate sales order creation and update records in Salesforce and SAP without swivel-chair data entry and creating workflows on two different platforms. Solution: • Use UiPath’s integration for Salesforce and SAP to create end-to-end automation with record changes in Salesforce. Benefits: • Fast: Instant native automation launch from Salesforce (SFDC Connector) • Lower Cost: Rather than hiring various platform experts to implement automation, use one platform in UiPath across all automation needs • Seamless: Bi-directional automation with Salesforce and with SAP. It is one end-to-end automation workflow.
- 33. 36 Use Case: Real estate company streamlines lease closing process, saving them weeks of swivel-chair data entry work Challenge: • A real estate company in Florida has multiple manual steps using Smartsheet, DocuSign, and SFDC to process one lease close or update— prone to errors, long wait time, and lots of tedious work for an already stretched back-office team. Solution: • Customer used the Salesforce and multiple other UiPath integrations to manage the end-to-end lease close process. Benefits: • Fast: No wait time for one department to process each lease case—action instantly. Launched automation in days. • Reliable: Robots do not get tired; UiPath platform completes end-to-end automation with less error and on time. • Simple: One automation platform to download, learn, and deploy. One workflow experience. • Results: Automation used on 300+ project updates and drove weeks of time saved from tedious data entry and back-office processes. Connector + Activity Packs
- 34. 37 • UiPath workflow was developed for automating the process in less then a week and tested and implemented • 100+ UiPath Bots (Initially solution was run in an Attended mode and now it is being run in an Unattended mode) deployed to clear the backlog. How UiPath was able to help Flow using UiPath Customer Request Processing • If verification successful, Bot makes necessary deferral entries in the loan account • In case of exception, pass to human Loan officer • Handles required exception through Human in Loop Loan management system • Searches for the Customer & Loan in Loan System • Verify the eligibility criteria Case Study Large UK Bank | Mortgage Payment Deferral Challenge: • UK Regulators announce a payment holiday on mortgages to help customers impacted by Covid-19 • 30X increase in volumes of customer requests received for availing the benefit (Upwards of 80k) • Huge request backlog to process Solution: • UiPath workflow automation was developed, tested and implemented in less then a week • 100+ UiPath Bots (attended mode and unattended modes) deployed to clear the backlog • At each Salesforce touchpoint, launch API-based automation Benefits: • Scale: Able to process 30X request increase from 1st announcement of this measure. Ready to respond to any future shocks to the system. • Fast: Quickly respond to large volume requests in days, not weeks or months. • Less Error: Even with large volume of workload increase, process each request seamlessly based on workflow rules. Unattended robots • Read the new requests in Salesforce • Download the documents, where needed Internet Banking/ Online Form • Request for Loan Deferral by filling in required information (period, CIF, Loan details) • Bot updates status of request in Salesforce • Notification sent to customer with request status
- 35. 38 Key Benefits for Using the Salesforce Integrations 1 2 3 FAST Scalable Reliable & Less Errors 4 Lower Cost 5 Simple • No lines or waiting • Instantly launch automation • Scale across multiple platforms • Respond to large workload changes • Less breakage in API automation • No human fatigue error • Quickly deploy automation in days • Do not need platform specialists • One platform, one workflow for all automation
- 36. 39 Quiz Time Part 1/2
- 37. Automation and Integration How it works
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- 48. 53 UiPath + Salesforce Connector (Go to Link)
- 49. Documentation Types and where to find them
- 50. 55 Salesforce Activity Pack URL: https://docs.uipath.com/activities/docs/about-the-salesforce-activities-pack Bulk Operations Assign, DL/UL Files CRUD SF Objects Report & Format And more… Feedback MailTo: integrations@uipath.com
- 51. 56 Salesforce Connector URL: https://docs.uipath.com/connectors/docs/salesforce-about https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FtSNwUAN Run Jobs Authenticate Add Queue Items Feedback MailTo: integrations@uipath.com
- 52. 57 Connector Developer Support URL: https://docs.uipath.com/developer Create Activities Create Connectors SDK Support API Service Def. Feedback MailTo: integrations@uipath.com
- 53. 58 Connector Developer Support URL: https://postman.uipath.rocks API Service Client GET Release GET Folder POST Job Start Job Simplicity Clarity Functionality Accessability Examples Quick Start Feedback MailTo: integrations@uipath.com
- 54. 59 Connector Developer Support URL: https://postman.uipath.rocks API Service Client GET Release GET Folder POST Job Start Job Simplicity Clarity Functionality Accessability Examples Quick Start Feedback MailTo: integrations@uipath.com
- 55. 60 Salesforce Connector Documentation: • Overview • Setup • Quick start Salesforce Links: • UiPath Connector for Salesforce on AppExchange • UiPath and Salesforce RPA Announcement Demos/Webinars: • UiPath One of Top Apps in 2020 • Saleforce AppExchange Annual ebook • Salesforce Blog Post on UiPath • Salesforce Mavericks Interview • Use Case Demo • Demo on YouTube (Review 2nd ) • Official Activity Pack on UiPath Connect • All Salesforce Components on UiPath Connect Additional Resources and Information:
- 56. 61 Quiz Time Part 2/2
- 57. Ask now or mail to: integrations@uipath.com Q&A
- 59. 64 Vibrant ecosystem of more than 1 million professionals and citizen developers learning, getting support, and succeeding together in their automation careers. • Start with the free Community Edition to get trained and certified • Then upgrade to the Enterprise version of the product Academy • Get crowdsourced support and share product feedback on UiPath Forum • Check the product documentation • Join the Insider Preview for early testing Forum Community Events • Access the latest articles and video tutorial content created by community members and UiPath engineers in our Community Blog • Contribute as an author. UiPath Community MVPs • Get recognized as a Most Valuable Professional (MVP), Automation Champion or one of the Forum Leaders, based on the contribution to others’ growth Join the UiPath Community • Connect with like-minded people and share best practices with the UiPath Community • Solve challenges in engaging hackathon competitions • Join meetups and conferences Blog and Tutorials Automation Cloud • Learn the skills of the future on UiPath Academy or through our Academic Alliance • Earn globally recognized credentials with UiPath Certifications
- 60. 65 Date/Time Topic Status May 13, 12PM GMT Auto-deploy UiPath on AWS and Automate Critical AWS Operations Recording available May 20, 12PM GMT Turn Tableau into an automated action center with native UiPath integrations Recording available June 10, 12PM GMT How to automate mainframe and other legacy systems with ServiceNow and UiPath Recording available June 24, 12PM GMT Automate with Salesforce and across other platforms Happening July 1st, 12PM GMT Quickly create robust automations for SAP SuccessFactors Register now
- 61. For your participation Thank You
Editor's Notes
- How do we help you automate across the tech stack? 4 flavors. Theme here is FLEXIBILITY – UiPath is only provider to offer RICH integrations, UNIQUE UI automation, toolkit to customize, and 900+ integrations + other components on the UiPath Connect community
- Two things to take away: Processes involve multiple teams and apps, often managed by different teams or lines of business The more streamlined a process is, the more likely that (1) you retain knowledge at the enterprise level and (2) you are more efficient in executing high-level objectives Today, a company has an average of 88 apps in its tech stack, compared to 72 three years ago.* In fact, 10% of companies use more than 200 apps. With so many tools, work becomes complicated. Processes involve many applications and multiple teams – increasing error risks, data inconsistencies, and delays.
- Two things to take away: Processes involve multiple teams and apps, often managed by different teams or lines of business The more streamlined a process is, the more likely that (1) you retain knowledge at the enterprise level and (2) you are more efficient in executing high-level objectives Today, a company has an average of 88 apps in its tech stack, compared to 72 three years ago.* In fact, 10% of companies use more than 200 apps. With so many tools, work becomes complicated. Processes involve many applications and multiple teams – increasing error risks, data inconsistencies, and delays.
- Two things to take away: Processes involve multiple teams and apps, often managed by different teams or lines of business The more streamlined a process is, the more likely that (1) you retain knowledge at the enterprise level and (2) you are more efficient in executing high-level objectives Today, a company has an average of 88 apps in its tech stack, compared to 72 three years ago.* In fact, 10% of companies use more than 200 apps. With so many tools, work becomes complicated. Processes involve many applications and multiple teams – increasing error risks, data inconsistencies, and delays.
- UiPath enables end-to-end automation across multiple platforms and across the complete automation life-cycle
- Manage everyday or shocks to the system automation Process description: Process of copying the photos made by the towing company, with the damaged cars, to the claims system, so that those photos can be used during the claim processing, as part of documentation. The insurance company managed to create a new process by using RPA, a process which allows re-using the pictures taken by towing companies in case of accidents, for the claim processing. By doing this, the company saves money, by not having to hire new agents to take the pictures. The implementation of a non-RPA solution was promised in 3 years, while the RPA implementation took 15 days to be production-ready. A robot searches for new claims in the Claims system. If new claims are available, the robot checks for photos in the Assistance platform, and if they exist, it will copy them to the Claims Business system. The execution finishes, by updating the status in Kibana, for further reporting. • Check for new records in the Claim system • Check if photos with the damaged car are available in the Assistance system, system which is used by the towing companies • Copy the photos to the Claim system, as part of the documentation. • Update transaction status in Kibana Pain points: One platform uses iExplorer and one Chrome. Integration is possible in 3 years. High Cost Negative impact: Delays for damage claims. Process involves 2 departments. High cost for field evaluation + delay.
- Salesforce automation is the entry door to launch first iniatial client automation as well as the elevator to scale existing client engagement. For Busienss Partners: Enter new client engagement; for existing clients, scale across multiple departments and accounts.