Hello and welcome to Con Session. My name is Pu and the topic of my presentation is Beyond Native Automation, how RPS Superchargers Salesforce. In this session we'll be discussing how robotic process automation can be integrated with Salesforce to achieve seamless end-to-end process automation. We will examine the challenges enterprise has faced in connecting diverse systems, legacy systems, analyze the strengths and limitations of Salesforce native automation tools, study. And demonstrate how RPA Bridges critical integration gaps, especially these gaps will occur while we are using any kind of legacy systems. This session will provide you with a complete understanding of where RPA adds value, how it works in conjunction with Salesforce, and the measurable business benefits that results from this combined approach. So for today's agenda, we'll be discussing about the integration challenges. Where we will outline the complexity of modern enterprise technology ecosystem. Second, we'll discuss about the native Salesforce limitations. We'll also discuss about what Salesforce provides us and its limitations identifying the specific scenarios where data tools are not enough. Next, we'll be discussing about how RPA can act as a bridge, which will explain how RPA can overcome these limitations that the Salesforce has. Fourth, we'll be discussing some real world integration scenarios, which which many of us might have overcome in our experience. And we'll also discuss some practical examples from different industries as well. And finally, we'll also look at benefits and future outlook where we will summarize the advantages of this approach and look ahead to emerging opportunities. Let us begin by exploring the integration challenge that exists in nearly. Almost most of the enterprises that we have that we have. So in today, in almost every organization today, the technology landscape is a mixture of different generation and types of systems. There are more than SaaS platforms, longstanding ERP systems, custom built applications, industry specific tools, and in many cases legacy systems that have been in place for decades. Salesforce has become the leading CRM, also customer relationship management platform, and is often at the center of digital transformation initiatives. It is, its automation capabilities are strong and its ecosystem is extensive. However, even with these trends, Salesforce cannot on its own, achieve complete frictionless automation across every system in the enterprise. This is not a shortcoming of Salesforce as a platform. Rather, it's a reflection of the reality in which enterprises operate. Not all systems have modern APIs. Some processes still depends on physical documentation or offline workflows. Others require human interaction with outdated interfaces. These realities create integration challenges that cannot be solved with NATO sales post tools alone. Next we'll talk about the en the enterprise integration gap. Integration gaps typically occur in four main areas, modern APIs that still require middleware and careful orchestration, middleware and connectors that introduce complexity and cost. External portals that require manual data transfer and file based processes involving Excel CSV PDFs and similar formats. And finally, legacy systems with proprietary or terminal based interfaces. These gaps result in manual work, increase cycle times and higher costs. Enterprises that implement RPA alongside Salesforce often. Report measurable predictive gains as manual processing time per employee per week is significant, significantly reduced, and also in many cases, we might not find the right or the best resource that can still work on legacy systems or even any developers that still work on legacy systems. Now let's discuss about native Salesforce automation tools. Salesforce provides several native automation capabilities. The first one of which Salesforce have improved a lot is flows. Visual workflow builder that allows administrators to create complex logic without writing code. Enterprise grade developments can, processes, can process hundreds of transactions per second. We, we have the standard APEX programming, which is a proprietary programming language, enabling developers to build custom logic and sophisticated integrations covering most business use cases when properly architected. We have the standard web services that Salesforce provides as well, including rest and soap APIs to expose. Salesforce functionality. Externally, I'm the bulk API for high volume of synchronous data processing. We have platform events which enable event driven real time integrations between Salesforce and external systems. While these tools are really powerful, we might still have difficulties communicating with some of the systems that we have discussed, like Excel or legacy systems. It all, it also depends on what the target system provides, right? Next, let's discuss where Natto tools falls out. As I was saying, so natto Salesforce automation tools, face limitations in four key areas, legacy system integrations. Systems without APIs require manual data entry or specialized connectors. File-based processes such as handling Excel spreadsheets, PDF PDFs, or scan forms that require human processing, external web portals where data must be transferred manually between applications, cross system orchestration. When workflows span multiple systems with varied integration capabilities, making end-to-end automation difficult, these scenarios require an alternate approach to achieve full automation, RPA, the bridge between Salesforce and the enterprise Robotic Process automation represents a shift in how integration can be achieved instead of relying only on the APIs and middleware. RPA operates at the user interface level. Just as a human user word, but faster, more accurately, and without fat fatigue. RPA can be used to replace tedious manual work that has to be done on a daily basis, where the system can handle all the clicks and the automation that the u the manual automation that a person can do. RPA can take over all of those capabilities. So performance assessments should show that RPA bots deliver exceptional accuracy in UI interactions. And can reduce processing times dramatically. This approach allows integration with systems that otherwise cannot be connected natively extending Salesforce automation capabilities across the entire enterprise ecosystem. Now, let's discuss how RPA complements Salesforce RPA enhances Salesforce automation in four distinct ways. Navigate any interface. RPA bots can work with web browsers, desktop applications, terminal emulators, and even Citrix environments. This reduces integration development time compared to API based approaches process unstructured data when combined with AI capabilities like OCR and Natural Language Processing. RPA can extract data from documents. Emails and images with high accuracy. Maintain audit trail, every bot action is logged. Providing visibility for compliance and troubleshooting and improving incident detection rates. Scale on demand. Bots can be scaled instantly to match workload demands, handling complex workflows without additional administrative overhead. These trends make RPA and Salesforce together a powerful combination for enterprise automation. Now let's discuss some real world integration scenarios. So first, let's go with order processing. In an automated order processing workflow, a board moer Salesforce for new orders. Let's say, oh, here we are integrating with SAP. It logs into the SAP interface, navigates to the correct screens and enters. The bot itself can type in the order details. It captures the confirmation number and updates Salesforce automatically any exceptions are flagged for human review, and these exceptions can be reported in Salesforce as well. This automation achieves substantial annual savings and reduce both cycle times and error rates to minimal level. As I was saying, when we combine RPA and Salesforce, it uses more powerful tool than Salesforce, working by itself with the standard or native APIs that we have. Next, let's discuss about real world integration scenario Invoice processing. Invoice processing often involves multiple formats and manual validation steps. The RPS solution is as follows, OCR technology extracts data from scanned invoices. The bot validates this data against purchase orders in Salesforce. Approved invoices are entered into the accounting system, discrepancies generate Salesforce cases for review. This reduces handling time from minutes to seconds per documents. And improves accuracy significantly. With this, it helps us read the document. RPA itself can help us read the document and also if there's any data that has to be stored that is in the document back into Salesforce as on a particular record that is possible as well. Now for next scenario, let's discuss real world integration scenario compliance data collection. Manual compliance checks require staff to visit numerous websites, search for providers, and copy credential information into Salesforce. With the help of RPA, bots accesses licensing websites on a schedule, this search for providers listed in Salesforce. They capture license status, expiration dates, and other details. Salesforce records are updated automatically, as we saw in our previous example where RPA can read a document and update Salesforce back with the data that's in the document. Similarly, in this example, RPA can still go to go through different websites, gather information from their store it in rp, and at the final step we can update it back to Salesforce. Organizations benefit from lower audit preparation costs fewer compliance, penalities, and substantial annual savings. Let's discuss. Let's go through a basic technical architecture of RPS Salesforce integration it. The technical architecture includes four pillars, monitoring and governance, centralized observability, dashboards, alerting, and SLA management integration patterns. Clear separation of bot initiative versus Salesforce initiative flows aligned to system constraints and latency needs. Security framework least privilege access, credential, valuing auditability and compliance control, development and environment, standardized pipelines, version control environments. For Dow Test and PRO and repeated developments, organizations are adopting tightly integrated. API first designs in concert with RPA typically achieve higher through throughput and lower latency than traditional middleware only solutions. Next, let's discuss some integration patterns. There are two primary patterns, bot initiated actions. Bots call Salesforce, REST APIs to trigger workflows and update records achieving significant latency reduction for certain steps. Bot bots can interact directly with Salesforce UI when needed. Bots can publish platform events to initiate real time processing with strong data consistency. Next is gonna be Salesforce initiated automation outbound messages from Salesforce Notify RPA Orchestrators to Start Bots Platform events are consumed by RPA listeners to launch tasks in real time. Custom Epic scholars can invoke bot endpoint supporting higher stride. Through processing rates. Selecting the pattern depends on the system of record, transaction volume, latency requirements, and operational controls. Now let's discuss some benefits of native RP integration in Salesforce. Some of the key benefits include single vendor, red, reduced procurement and contract management overhead, consistent user experience, lower integration related incidents within a unified architecture. Integrated governance where we can have faster security administration and audit preparation, simplified licensing and training where it helps us lower enablement costs. These advantages translate directly into lower operational costs and strong ROI. Let's discuss some implementation best practices. Effective implementation follows three best practices. Start with process discovery. Document current manual steps. Identify systems without APIs and calculate RI to prioritize use cases. It's always start small. We don't have to build a complicated process where we want to replace RPA, so we gotta start small. Understand how RPA works better for, again, for every individual company. Design for resilience, implement rigorous error handling, fallback parts for system downtime, proactive notifications and plan maintenance windows. Maintain human oversight, configure exception workflows with high first time resolution, provide performance dashboards and institute approvals where appropriate. We also want, we also need to make sure that when RPA as, when the bot is interacting with a particular website, or if it's interacting with a particular screen, whenever there's any kind of upgrade done to the website we have to make sure that same kind of maintenance is done to the bots as well, so that the click that, that the bot does. Still works as expected these approaches and ensure reliability while preserving control. Next, let's discuss some successes, some KPIs and metrics here. And average 80% reduction in processing time because it's gonna reduce manual, manual effort, drastically 95% improvement in error rates. Again, that's a very high chance of, it's a manual process for there to be errors and three times increase in volume handle. Qualitative benefits include higher employee satisfaction, faster customer delivery times fewer compliance penalities, and improved scalability for high volume scenarios. Next, let's discuss some industry specific applications and ROI. In healthcare, automated credentialing reduces audit costs and integrate legacy systems. There are still a lot of companies where there are legacy systems which do not have proper APIs, where that is where RPA can come in and help integrate with those legacy systems and also speed up the process. In manufacturing, all cycle times are reduced. Customer satisfaction improves and repeat business' increases in financial services, document processing costs, job and accuracy for standard documents remains near perfect. Some of this, some of the main, one of the main benefit, as we discussed was where RPA can help read through the document and scan through it completely, process the data and update it back to Salesforce, where the data that's in the document can be reported in Salesforce. Future outlook, the evolution of enterprise automation. The next phase is the convergence of RPA, AI and CRM, intelligent processing automation, AI driven decision making, NLP and predictive analytics, hyper automation, orchestrating millions of transactions daily. And finally, digital twins maintaining real time process models for optimization. These capabilities will accelerate digital transformation and reduce technical resource requirements. Embracing the automation imperative. The integration of Salesforce CRM and RPA represents more than a technical upgrade. It is the strategic imperative by leveraging CRM. Integration and RPA Legacy connectors. Together organizations create end-to-end automation without replacing existing infrastructure. Research across hundreds of enterprises shows that tightly integrated R-P-S-C-R-M strategies correlate with higher rates of digital transformation success, and substantial higher return on investment. And some of the key takeaways that we have that we discussed are RPA bridges the gap between Salesforce and Legacy systems enabling full end-to-end automation. The measurable benefits span industries and includes significant R-O-I-R-P-A enhances rather than replaces human potential. With RPA human error can be reduced to none. Basically none. The time to implement is now to maintain competitive advantage. Thank you for attending this session. The integration of RPA with Salesforce is not simply a technical improvement. It is a strategic imperative for organizations seeking to lead in a digital first world. Again, Thank you for attending this session. Take care.