Mulesoft RPA & The Last Mile Problem (Dreamforce 22 ) | MuleSoft Mysore Meetup #6 -MuleSoft RPA -Last Mile Problem in Business Automation (BA) Speaker:- Gaurav Kheterpal Organizers:- Shubham Chaurasia | Giridhar Meka Join MuleSoft Mysore Meetup- https://meetups.mulesoft.com/mysore/

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2. October 29, 2022
Mysore MuleSoft Meetup
MuleSoft Robotic Process Automation (RPA)

3. Safe Harbour Statement
● Both the speaker and the host are organizing this meet-up in individual capacity only. We are
not representing our companies here.
● This presentation is strictly for learning purposes only. Organizer/Presenter do not hold any
responsibility that same solution will work for your business requirements.
● This presentation is not meant for any promotional activities.
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Housekeeping
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5. Introduction
● About the Organizers
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Shubham Chaurasia
Billennium India
Professional Integration Developer
A SHOW OF HANDS:
Who is new to this Meetup?

6. Gaurav Kheterpal
Cloudwerx Chief Technology Evangelist
7x Salesforce MVP & MuleSoft Mentor
linkedin.com/in/gauravkheterpal
gaurav.kheterpal@cloudwerx.co
● About the Speaker
Introduction

7. 7
● Introduction
 MuleSoft RPA
 Last Mile Problem in Business Automation (BA)
● Demo
● Trivia
● Wrap-Up
Agenda

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MuleSoft RPA &
The Last Mile
Problem In
Business
Automation
Gaurav Kheterpal, Cloudwerx CTE
LinkedIn: linkedin.com/in/gauravkheterpal/

9. Forward Looking Statements
This presentation contains forward-looking statements about, among other things, trend analyses and future events, future financial performance, anticipated growth, industry prospects, environmental,
social and governance goals, and the anticipated benefits of 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, Salesforce’s results could differ materially from the results expressed or implied by these
forward-looking statements. 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: 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 security levels and service performance 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; the expenses associated with our data centers and third-party infrastructure providers; our ability to secure additional data center capacity;
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, cross-border data transfers and import and export controls; current and potential litigation involving us or our
industry, including litigation involving acquired entities such as Tableau Software, Inc. and Slack Technologies, Inc., and the resolution or settlement thereof; 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; the success of our strategy of
acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; our ability to complete, on a timely basis or at all, announced
transactions; our ability to realize the benefits from acquisitions, strategic partnerships, joint ventures and investments, including our July 2021 acquisition of Slack Technologies, Inc., and successfully
integrate acquired businesses and technologies; our ability to compete in the markets in which we participate; the success of our business strategy and our plan to build our business, including our
strategy to be a leading provider of enterprise cloud computing applications and platforms; 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, including as a result
of acquisitions; our ability to preserve our workplace culture, including as a result of our decisions regarding our current and future office environments or work-from-home policies; 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; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect
the publicly traded companies within our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands; the impact of foreign currency exchange rate
and interest rate fluctuations on our results; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the
impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in connection with potential jurisdictional
transfers of intellectual property, including the tax rate, the timing of the transfer and the value of such transferred intellectual property; uncertainties regarding the effect of general economic and market
conditions; the impact of geopolitical events; uncertainties regarding the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; our ability to comply with our
debt covenants and lease obligations; and the impact of climate change, natural disasters and actual or threatened public health emergencies, including the ongoing COVID-19 pandemic.

11. Automation is not a new concept and it’s more than a
single technology. It’s all about achieving a business
outcome, through a re-designed process, with minimal
human intervention
What Is Automation?
Key Technologies
● Business Process Management
● Integration Platform as a Service
● Analytics / Business Intelligence
● Machine Learning / AI
● No-code Process Integration
● Robotic Process Automation

12. Salesforce’s Answer To Automation
System Integration
Mule Anypoint
Human Tasks Automation
Mule RPA
Legacy Screens Docs
Business Process Mgmt.
Salesforce Platform
No Code Integration
Mule Composer
Saas Applications
Enterprise Applications
Process Automation
Providing the world’s leading CRM, Integration and Analytics platform, in combination with
the recent additions of Composer and MuleSoft RPA. Salesforce is best positioned to offer
industry leading end-to-end automation services for the modern enterprise.
Salesforce
Einstein
AWS ML / AI Services Tableau Analytics

13. MuleSoft Composer For Salesforce
MuleSoft Composer for Salesforce allows you to quickly integrate apps and data, using
an intuitive interface without writing code.
● 24 connectors already published with
more being frequently released
● Supports a wide-range of business
applications and can even be leveraged
to invoke a REST endpoint
● Design, build and monitor your
integration flows through either
Salesforce or MuleSoft Anypoint
Platform
Connector Ecosystem
24
Connectors

14. MuleSoft RPA
MuleSoft RPA comes with a toolbox of functions that allow you to easily orchestrate
and interact with software, web applications, documents, images and API endpoints.
● Access data and Enter data
● Interact with desktop and web
applications that have No API and are
frequently behind a firewall
● Interact with email, excel, files, folders
● Native OCR and IDP solutions to extract
data from docs/image
● No-code integration with Salesforce and
Mulesoft Anypoint Platform
Move Folders
& Files
Emails
Interaction
Read PDF’s /
Images
Desktop App
interaction
Create,
Update Excel
Web App
Interaction
Common Operations
Manipulate
Data
Call REST
API

15. Demo

16. Order Processing (w/o Automation)
Sales
Operations
Team
Find email with Order
attachment
Open and download
individual Orders
Check CRM to
confirm customer
details
Create Order record
in CRM
Create Invoice in
Legacy finance
system
Check Orders email
inbox
Manual process without automation
Attach Order PDF
against Order in CRM
Reply To Customer

17. Order Processing (w/o Automation)
Sales
Operations
Team
Manual process without automation
Challenges
Increased time and cost to complete task
Human Error that can cause downstream impacts
Staff Satisfaction from unstimulating and repetitive tasks
Find email with Order
attachment
Open and download
individual Orders
Check CRM to
confirm customer
details
Create Order record
in CRM
Create Invoice in
Legacy finance
system
Check Orders email
inbox
Attach Order PDF
against Order in CRM
Reply To Customer

18. Create Human
Review Task
Send Sales Ops
Notification
Review & Correct
Order Data
Submit Review
Order Processing (with Automation)
Leveraging Native OCR
AWS
Composer
New Sales Order
Email
Send Text
Notification To
Customer
Read email and
download
attachments
Send order
attachments to
S3 bucket
Verify data quality
using RegEx
Use OCR to
extract order data
Good
Quality?
Create Order in
CRM via API
Enter Invoice into
Legacy Finance
System
Update Order in
CRM via API
Yes
No
Send Slack
Notification To
Ops Team

19. Let’s See It In Action -
Happy Path with OCR

21. Send order
attachments to
S3 bucket
Enter Invoice into
Legacy Finance
System
Update Order in
CRM via API
Read email and
download
attachments
Extract data via
AWS Textract
Create Order in
CRM via API
New Sales Order
Email
Create Human
Review Task
Send Sales Ops
Notification
Review & Correct
Order Data
Submit Review
AWS
Composer
Check Confidence
Level
>90%?
Yes
No
Order Processing (with Automation)
Leveraging AWS Textract
Send Text
Notification To
Customer
Send Slack
Notification To
Ops Team

22. Let’s See It In Action - Alt. Path With AWS

24. MuleSoft RPA Recap
Automate human repetitive tasks
Capture and automate your workflows quickly –
whether through a UI, document, or image – with
point-and-click tools
Eliminate ‘swivel chair’ work
Remove the need to copy data between systems,
regardless of whether they have an API, are on-
premise or in the cloud
Enable end-to-end automation at scale
Reuse and compose RPA securely with Salesforce
C360, Anypoint Platform, and Composer

25. Continue Learning
(MuleSoft Community - RPA)
Join the MuleSoft RPA Community on
Trailhead
Get Started with the MuleSoft RPA Trail

26. Questions?

27. Appendix

28. MuleSoft Composer Architecture
REST API (external)
Composer Connectors
Salesforce Managed Package Mulesoft Web Application
System Event
Schedule
Trigger
System Action
If/Else Block
Action
For Each Loop

29. MuleSoft RPA Components
RPA Manager
RPA Recorder
RPA Builder
Design, deploy and manage RPA
processes with seamless
collaboration across IT and
business teams
Document, record and capture
workflow instantly in any
application through UI - with clicks,
no code
Build RPA processes with
governed, guided experience with
rich, easy-to-use toolbox &
templates

30. MuleSoft RPA Architecture
Trigger Bot
Process Lifecycle Management
User Mgmt. Process Analytics Bot Mgmt. User Task
RPA Manager
RPA Builder
RPA Builder
RPA Bot
RPA Bot
RPA Bot
RPA Bot
RPA Bot Farm
RPA Developers
RPA Recorder
RPA Recorder
RPA Designer
Runtime
Exchange
Anypoint
Flow
Composer
Flow
REST API (external)
Not hosted by
MuleSoft
MuleSoft Cloud
Publish

31. OCR vs. IDP: What’s The Difference
OCR
● Optical Character Recognition
● Natively supported in Mule RPA
● Converts images of text (.PDF, .PNG, .JPG) into Machine-Encoded (.TXT) text
● Works best on machine-generated text, but can also read handwritten text
● Good fit for images with a consistent, reliable format e.g. drivers licence
IDP
● Intelligent Document Processing
● Combines OCR technology with Machine Learning (ML)
● Able to “understand” the structure of a document e.g. header, tables, forms
● Returns a confidence level for each attribute extracted
● Good fit for more complex and/or varying document types e.g. supplier invoice

32. OCR vs. IDP: Example
Original Order OCR Extract IDP Extract

33. AWS Textraxt
Machine learning (ML) service that automatically extracts text, handwriting, and
data from scanned documents.
OCR
Detect printed text,
handwriting, and
numbers in a scan or
rendering of a document
Form Extraction
Detect key-value pairs in
document images,
maintaining their relationship
Table Extraction
Detect and preserve the
composition of data stored in
tables during extraction
Query Extraction
Specify the data you need to
extract using queries and
natural language inputs
Handwriting Recognition
Extract both handwritten and
printed text from documents or
images including a mix of both
Identify Documents
Leverage ML to
understand the context
and extract data from
identity documents
Bounding Boxes
All extracted data is
returned with bounding
box coordinates
Confidence
Thresholds
Returns a confidence
score for everything it
identifies so you can
make informed decisions
on how to use the results
Built-in
Human Review
Textract is directly integrated
with Amazon Augmented AI
(A2I) so you can easily
implement human review of
data extracted from
documents
Affordable Pricing
Documents are priced per
1000, with no minimum fees
or upfront costs. Works out
as 0.01-0.05c per document
or image

34. Human Review Via AWS

35. What This Looks Like

36. Q&A

37. Take a stand !
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● Nominate yourself for the next meetup speaker and suggest a topic as well.

38. 38
● Share:
○ Tweet using the hashtag #MuleSoftMeetups
○ Join Mysore Group: https://meetups.mulesoft.com/mysore/
● Feedback:
○ Fill out the survey feedback and suggest topics for upcoming events
○ Contact MuleSoft at meetups@mulesoft.com for ways to improve the program
○ Reach out to Mysore Meetup Leaders (Shubham / Giridhar) to suggest
topics for next Meetup
What’s next?

39. Get ready to WIN a MuleSoft Voucher from MuleSoft
Quiz Time

40. Thank you