Salesforce’s New Low-Code Tools Automate Time-consuming Manual Processes


Salesforce has deployed three new Einstein Automate products to help customers use low-code tools to automate time-consuming manual processes.

Einstein Automate is a portfolio of automation, integration, digital interactions, and AI features built into the Salesforce platform. New products include MuleSoft RPA (Robotic Process Automation), Einstein Document Reader and Digital Process Automation.

A recent MuleSoft survey found that 77% of IT and business decision makers already use or plan to use automation solutions to increase their productivity. Salesforce says its customers are no exception, with an average of 38.2 billion automated processes and 116 billion Einstein predictions made daily in July 2021.

Einstein Automate’s capabilities make it easy to click, create, and deliver workflow automation to manage and track manual tasks, Salesforce explains.

The company says customers can select from one of hundreds of predefined, industry-specific best practice workflows or use low-code tools to create custom workflow automation with just a few clicks.

“To build an agile and reliable business that will be successful in today’s environment, companies must equip their employees with the tools to do more with less and automate the complexities and tedious tasks,” says John Kucera, head of business management. Salesforce Platform products SVP.

“Einstein Automate enables our customers to work more efficiently with the latest capabilities in RPA, AI and integration, so they can spend more time on meaningful work such as building relationships with customers and strategic decision-making. “

Some features of the new Einstein Automate products include:

  • MuleSoft RPA: Uses automation capabilities to replace repetitive tasks with robots that can intelligently process documents, enter data, or act on behalf of the user, all without code. These bots work for any system or application, including PDF documents, spreadsheets, and even disconnected legacy systems.
  • Einstein Document Reader: Can scan documents like driver’s licenses and act on data with just a few clicks in Salesforce Flow, with the goal of reducing human errors and improving accuracy.
  • Digital Process Automation: Allows users to drag and drop tools to define automation rules and logic, extract information from documents, and integrate them into automated workflows – without writing code.

“Our mission is to bring clean and solar energy solutions to as many rooftops as possible, so that we can all contribute to a cleaner future,” says EIGENSONNE co-founder and CTO, Michael Aigner.

“As our instance of Salesforce grows alongside our business, we have been challenged to know how to automate hands-off and side-by-side processes in a scalable manner. With Flow Orchestrator, we have been able to identify and remove bottlenecks in the creation of our contracts and approval processes, which has improved the way we work between teams to deliver the best possible experience. to our customers. “

Samina Diamond, senior program manager for DoorDash and Salesforce Trailblazer, says Einstein Automate’s data integration capabilities are integral to their ability to provide service agents with the right information at the right time to quickly resolve customer issues. clients.

“As DoorDash continues to grow and serve new verticals around the world, our ability to automate data integrations will be critical to handling an increased volume of customer inquiries, while providing our service agents with the necessary tools. to work as efficiently as possible, ”she says.

About Irene J. O'Donnell

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