Transform your Salesforce Experience with Robotic Process Automation

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Robotic Process Automation

Salesforce is one of the leading platforms for cloud-based customer relationship management. This comprehensive software helps businesses around the world stay connected to their clients. It has advanced applications that address such areas as account management, customer service, and marketing.

While Salesforce is a powerful CRM platform, its applications still require time-consuming manual input. However, integrating Salesforce with a robotic process automation partner will streamline many of these procedures. Salesforce RPA integration makes the platform more efficient and flexible.

An RPA solution like UiPath empowers AI bots to pass information automatically between Salesforce apps and third-party platforms. The bots can immediately generate invoices as new orders come in. They pull information from social media platforms like LinkedIn to streamline lead generation. The bots will also move data from Salesforce and create regular reports for export to your entire organization. Saving minutes on these small tasks will add up to significant time savings for employees.

Increased Salesforce Efficiency with an Integrated RPA Solution

An RPA service that works in conjunction with Salesforce will transform a business’s workflow. Bots allow a company to automate some of the most tedious tasks. When an experienced team provides salesforce integration services, data will flow in and out of the CRM platform directly to places it needs to go.

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Sales and customer service

Customers need attention throughout their relationship with a business. Bots can automate several common processes such as setting up accounts, monitoring contracts and providing initial levels of customer service. In many cases, AI chatbots can handle the bulk of common customer issues.


Daily administrative tasks take time. Manually entering data from one platform to another is not a good use of any employee’s abilities. RPA bots allow an organization to minimize busy work and focus on clients.

IT and infrastructure management

Many IT issues are the result of human error. An employee clicks the wrong button and loses data or interrupts a process. RPA bots do their work efficiently and correctly. IT staff will spend more time improving the system and less time on daily troubleshooting.

Lead generation

An expanding business needs access to new customers. AI bots can scrape data from third-party platforms to create leads in Salesforce. The integration team will set up the system with rules that avoid irrelevant entries and provide leads with high potential.

Exporting reports

Every employee in an organization may not be working with Salesforce, but they need periodic information about customer engagement and sales trends. Just as the bots can pull data into the platform, they can also export information for regular reporting.

Billing and invoice automation

A single business may require different types of invoices depending on the client and type of order. A well-integrated RPA solution will automatically create the proper invoice and attach them to the correct department. If a customer makes a repeating order, the AI bots will send invoices without any effort from the sales team.

The Benefits of Salesforce RPA Integration

Businesses will reap many benefits when they take advantage of expert Salesforce integration services. Partnering with an RPA service with CRM software simplifies day-to-day operations.

Reduced operating costs

An RPA service allows a business to do more with less. Handling the needs of more clients in less time reduces administrative costs.

Improved efficiency and productivity

Employees will spend less time handling repetitive tasks. This freedom offers the opportunity to spend more time on meaningful customer interactions and developing creative ideas.

Reduced cycle time

The cycle of converting leads, fulfilling sales, and managing clients require many small operations. AI bots can remove these chores and create faster conversion and response times.

Fewer human errors

Salesforce automation removes many of the garbage-in-garbage-out issues of human data entry. The RPA solution does not become bored or careless while performing repetitive actions.

Improved customer support

For simple customer issues, AI bots can answer frequently asked questions or direct customers to relevant parts of the company website. If the request is more advanced, the bots will automatically connect the customer to the proper department. This setup saves time and frustration for both clients and employees.

Higher customer retention

Businesses that meet client needs have higher customer loyalty. A well-implemented integration plan will make customers feel appreciated even as they work with AI helpers.

Salesforce, RPA and Third-Party Integration

With the right RPA solution, data can flow between the CRM platform and any number of third-party applications. A surprising amount of information is readily available when AI bots can work between two platforms. Connections beyond Salesforce can improve both workflow and insight.

Some helpful integration possibilities include:

  • Pulling contact information from emails.
  • Exporting data to analytic and reporting platforms.
  • Generating leads from social media.
  • Sharing data with legacy systems.
  • Searching keywords in customer comments.
  • Sending event-triggered customer reminder emails.
  • Exporting client locations to mapping platforms.

The Power of UiPath and Salesforce

UiPath specializes in RPA services across many industries. They have partnered with Salesforce to help clients get the best results from the CRM platform. UiPath uses a technique called process mining to improve performance. This resource analyzes a company’s current processes to look for places where automation is appropriate. The integration team can then configure the system to take advantage of UiPath’s AI bots.

Salesforce UiPath integration gives business access to the UiPath Orchestrator. This software provides a dashboard to monitor and configure the RPA bots as they work in the system. By providing further insight into automated processes, the business can continue streamlining its procedures and get the best return from its CRM investment.

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Dave Wood, Director of Global Sales - is an industry expert within the supply chain and logistics technology landscape. He has worked at Chetu since 2013 and has since built a reputation as a thought-leader within the IT community. As the Director of Global Sales at Chetu, Dave plays a critical role in assisting companies with their supply chain, retail, marketing, and media related software projects. He offers commentary on changing tides within logistics and how inventory and warehouse management systems can propel all facets of retail and supply.

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