Home | Resources | Integrating Salesforce with Automation Hero

Integrating Salesforce with Automation Hero

SM Stationary Branding Mock Up (Volume I)

Sales productivity is the No. 1 challenge for 65% of sales organizations.1 In fact, sales reps spend nearly 64% of their time on non-revenue generating activities.2

Automation Hero’s leading-edge sales AI platform natively integrates with Salesforce to automate manual and repetitive tasks that detract from efficiency (and selling). Common Salesforce use cases save sales reps up to one hour per day.

Web Scraping and Salesforce Data Entry

A common use case for web scraping among sales teams is copying contact information from LinkedIn and pasting it into Salesforce.

Hero_Go automates this process by allowing sales reps to record their actions once and then auto-play until all items that need to be transferred are completed. The browser opens the initial web application, iterates through the records, and all of the information is captured without the need to type or click at all.

Hero_Go will run through as many records as available, whether it’s 20 or 20,000 and can continue to work while it runs in the background.

Common Customer Requests

Many incoming customer requests are minor and repetitive but add up to many hours for employees, which takes them away from revenue-generating activities.

For example – processing a change of address request submitted via email that triggers a new case to be created in Salesforce via the ‘Email-to-Case’ functionality.

Automation Hero’s intent detection AI model can give the probability if the email is about an address change. If the probability is high enough, the automation can process the address change automatically rather than expending customer support time and effort.

Automate Data Entry

Repetitive computer tasks often involve performing data entry across multiple systems. These tasks waste hours of employee time and business dollars.

For example, in a lost ATM card scenario, the customer needs to request a replacement card. To process the request, the agent interacts with and copy/pastes data between three different systems:

  • a Salesforce Service Cloud case has to be created and the agent will get the customer’s account ID and authenticate the caller
  • the agents then use the ID to pull up customer data from a legacy system, which needs to be transferred to the Salesforce Service Cloud
  • the agent will copy the needed data into a third-party system to order a new credit card

With Automation Hero’s native automations within the Service Cloud user interface, this process becomes much easier. This automation extracts the account ID from Salesforce and uses it to search for the customer in Salesforce, extract appropriate fields and bring them back into Salesforce. It also transfers the information into the third-party system to order a new card, fill the form and submit it.

Autofill Data from Browser to Windows Applications

Many services and sales roles involve tasks that require copying and pasting information from a web-browser application to a Windows application. This is difficult because APIs typically can’t connect these two types of applications.

For example, creating a confirmation letter to let a customer know that a replacement bank card is on the way using Microsoft Word.

Automation Hero’s screen automation capabilities pull the relevant customer data out of a legacy CRM system and brings it back into the Salesforce Service Cloud.

A confirmation letter is created using Automation Hero’s Windows native application automation capabilities to create, autofill, and save a Word document. All this is completed with buttons native to Salesforce Service Cloud, making automation easy to implement for end users.


Suggested Next Readings



Saving your business from “serial switchers” with call center automation

unstructured data

Use Case

Discover and analyze hidden data