Extracting Sales Leads to Opportunity conversions from Salesforce

Extracting Sales Leads to Opportunity conversions from Salesforce

Use Case Description

A company that handles sales for its clients relies on Salesforce system to track its sales. They have several dedicated resources who update the salesforce system whenever there is a change. All these changes are then migrated to several other applications on the client side in near real-time to carry out downstream processes.

The Task is to capture the changes in Salesforce in real-time and update the CRM and ERP systems of their clients. The robot should also update the real-time dashboards to indicate the changes

AS-IS WORKFLOW, TO-BE WORKFLOW

Salesforce Use Case UiPath.pdf

Other information about the use case

Industry categories for this use case: Customer Service, Marketing Sales

Skill level required: Intermediate

UiPath Products that were used: UiPath Studio, UiPath Assistant, UiPath Orchestrator

Other applications that were used: Salesforce Plugin, Salesforce Connector, API calls for downstream systems

Other resources: Look into how to use Salesforce connector through Marketplace. It is easy to understand and follow

What is the top ROI driver for this use case?: Accelerate growth and operational efficiency

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