Home Bots & Business Salesforce adds Robotic Process Automation, AI capabilities to Einstein Automate

Salesforce adds Robotic Process Automation, AI capabilities to Einstein Automate

by Marco van der Hoeven

Salesforce rolled out three new Einstein Automate products to help every Salesforce customer, regardless of technical background, use low-code tools to automate time-consuming, manual processes and integrate data across systems right from their digital HQ. 

Einstein Automate is a portfolio of workflow automation, integration, digital interactions, and AI capabilities embedded across Salesforce Platform. The new products include MuleSoft RPA (Robotic Process Automation), Einstein Document Reader and Digital Process Automation.

As organizations shift to digital-first customer experiences, they need automated workflows to handle time-consuming tasks, such as verifying user account information. In fact, a recent MuleSoft survey found 77% of IT and business decision makers are already using or plan to use automation solutions to increase productivity. Salesforce customers are no exception to this, with an average of 38.2 billion processes automated and 116 billion Einstein predictions completed daily as of July 2021.

The announcements are:

  • MuleSoft RPA: New robotic process automation capabilities replace repetitive tasks with bots that can intelligently process documents, enter data, or take action on the user’s behalf, all without code. With MuleSoft RPA, these bots work for any system or application, including PDF documents, spreadsheets and even disconnected legacy systems.
  • Einstein Document Reader: Use Einstein’s capabilities to scan documents such as drivers licenses and I-9s, and take action on that data with just a few clicks in Salesforce Flow — reducing human error and improving accuracy.
  • Digital Process Automation: Build branded digital experiences fast with drag and drop tools that empower business users to define automation rules and logic, extract information from documents and integrate into automated workflows — all without writing code.

“To build an agile, trusted enterprise that will succeed in today’s environment, companies need to empower employees with the tools to do more with less and automate away complexities and tedious tasks,” said John Kucera, SVP Product Management, Salesforce Platform. “Einstein Automate empowers our customers to work efficiently thanks to the latest capabilities in RPA, AI and integration, so they can spend more time on meaningful work like building customer relationships and making strategic decisions.”

“Our mission is to bring clean, solar-based energy solutions to as many roofs as possible so we can all contribute towards a cleaner future,” said Michael Aigner, Co-founder and CTO, EIGENSONNE. “As our instance of Salesforce grows alongside our business, we’ve really been challenged in how to automate hand-offs and parallel processes in a scalable way. With Flow Orchestrator, we’ve been able to identify and remove bottlenecks in our contract creation and approval processes, which has improved the way we work across teams to provide the best possible experience for our customers.”

“Einstein Automate’s data integration capabilities from Mulesoft Composer for Salesforce has been integral in our ability to provide service agents with the right information at the right time to quickly solve customer concerns,” said Samina Diamond, Salesforce Trailblazer and Senior Program Manager, DoorDash. “As DoorDash continues to grow and service new verticals across the globe, our ability to automate data integrations will be key in handling an increased volume of customer inquiries, while also empowering our service agents with the tools needed to work as efficiently as possible.”

Einstein: A conversation with Data


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