SlideShare a Scribd company logo
Automating Purchase Orders with
MuleSoft IDP
Frisco MuleSoft Meetup Group
05/10/2024
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 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.
● Both the Speakers and Hosts are organizing this meetup at individual capacity.
We are not representing our organizations 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.
Safe Harbor Statement
Introductions
● About the Organizers : Frisco Meetup group
Anubhav Mangla
Solution Architect
Caelius Consulting
Lavina Ambani
VP Customer Success &
Sales
Caelius Consulting
Himanshu Sethi
Associate Solution Architect
Caelius Consulting
● About the Speakers :
Introductions
Anubhav Mangla
Solution Architect
Caelius Consulting
Senthil Kumar M
Associate Solution Architect
Caelius Consulting
6
Why MuleSoft
IDP?
Introductions
Use IDP
in RPA
Manager
Walkthrough of
IDP on
Anypoint Platform
Configure
Customer PO
IDP in
Anypoint
Studio
Why MuleSoft IDP?
Why MuleSoft IDP?
The integration and automation landscape has evolved rapidly, and companies are incorporating Intelligent Document
Processing (IDP) into their broader automation strategies. However, despite these advancements, many existing solutions
struggle to deliver fully connected workflows that keep up with the latest AI developments. As a result, businesses are
looking for an AI-powered platform that can seamlessly automate end-to-end processes.
➔ Delivering intelligent automation anywhere: Replace manual data entry with AI-powered IDP, extracting and
structuring documents intelligently from any format, including images and PDFs.
➔ Saving time with out-of-the-box templates: Streamline routine document management workflows with
pre-built templates for purchase orders and invoices, minimizing setup and configuration time.
➔ Making document processing simple for everyone: Empower users of all skill levels to automate document
processes effortlessly through intuitive clicks and natural language, eliminating the need for extensive coding or
technical expertise.
9
Walkthrough of IDP on
Anypoint Platform
Configure Customer PO
IDP in Anypoint Studio
Use IDP in RPA Manager
Q & A?
Thank You

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Frisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdf

  • 1. Automating Purchase Orders with MuleSoft IDP Frisco MuleSoft Meetup Group 05/10/2024
  • 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 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 Speakers and Hosts are organizing this meetup at individual capacity. We are not representing our organizations 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. Safe Harbor Statement
  • 4. Introductions ● About the Organizers : Frisco Meetup group Anubhav Mangla Solution Architect Caelius Consulting Lavina Ambani VP Customer Success & Sales Caelius Consulting Himanshu Sethi Associate Solution Architect Caelius Consulting
  • 5. ● About the Speakers : Introductions Anubhav Mangla Solution Architect Caelius Consulting Senthil Kumar M Associate Solution Architect Caelius Consulting
  • 6. 6 Why MuleSoft IDP? Introductions Use IDP in RPA Manager Walkthrough of IDP on Anypoint Platform Configure Customer PO IDP in Anypoint Studio
  • 8. Why MuleSoft IDP? The integration and automation landscape has evolved rapidly, and companies are incorporating Intelligent Document Processing (IDP) into their broader automation strategies. However, despite these advancements, many existing solutions struggle to deliver fully connected workflows that keep up with the latest AI developments. As a result, businesses are looking for an AI-powered platform that can seamlessly automate end-to-end processes. ➔ Delivering intelligent automation anywhere: Replace manual data entry with AI-powered IDP, extracting and structuring documents intelligently from any format, including images and PDFs. ➔ Saving time with out-of-the-box templates: Streamline routine document management workflows with pre-built templates for purchase orders and invoices, minimizing setup and configuration time. ➔ Making document processing simple for everyone: Empower users of all skill levels to automate document processes effortlessly through intuitive clicks and natural language, eliminating the need for extensive coding or technical expertise.
  • 9. 9
  • 10. Walkthrough of IDP on Anypoint Platform
  • 12. IDP in Anypoint Studio
  • 13. Use IDP in RPA Manager