RPA Bots for Salesforce – Streamlining Business Operations

This client is a global leader in the legal industry, providing technology services to streamline business operations and drive efficiency. With numerous large clients and ongoing acquisitions, they faced the challenge of managing diverse processes and practices while keeping up with the ever-growing data landscape. They needed to find a time and cost-effective solution to meet the demanding expectations of the digital world.

Business Needs

The client needed a better way to streamline processes amidst rapid data growth and ensure accuracy and efficiency in their operations. They faced the need to continuously adapt their processes to accommodate the ever-increasing data volumes and stay ahead in the digital landscape. The presence of manual entry errors, compounded by the lack of standardized processes across clients, impacted their profit margins and hindered reliable service delivery.

Additionally, they aimed to transition to an automated, digital-driven operational model to improve workflows and provide a seamless customer experience. Through the implementation of RPA Bots for Salesforce, the client sought to streamline processes, enhance accuracy, and drive efficiency. The goal was to overcome the hurdles posed by data growth, reduce errors, and achieve a seamless and automated operational workflow, aligning with their vision for a digital-forward approach.

We’re using RPA Bots for Salesforce to help us make smarter decisions on where the work should go—to automation or to the standard queues.

As our business grows, RPA allows us to provide better service with a seamless experience across geographies.


RPA Bots for Salesforce were implemented in collaboration with the client. These bots are a cutting-edge automation solution available on the Salesforce AppExchange marketplace. This intelligent automation tool empowered our client to automate tasks within Salesforce using bots, enabling seamless execution of operational service delivery.

With RPA Bots for Salesforce, the following processes were successfully automated for the client:

Creating Client Workspaces

The time-consuming process of setting up new client workspaces within the platform was automated, reducing the effort required and ensuring consistent execution.

Capturing Images of Native Documents

Automation facilitated the quick and accurate capture of images from native documents, eliminating manual effort and improving data processing efficiency.

Solution and Results

By leveraging RPA Bots for Salesforce, this client experienced the following benefits:

  • Increased Accuracy: The automation solution ensured 100% accuracy in processing tasks, eliminating human errors and reducing rework.
  • Improved Efficiency: Operations witnessed a remarkable 90% increase in efficiency, enabling faster execution of tasks and reducing turnaround time.
  • Streamlined Workflow: With RPA integrated into Salesforce, requests were seamlessly processed, eliminating manual intervention and reducing processing time.
  • Scalability: The automation solution enabled our client to scale their operations efficiently to meet growing demands and data volumes.
  • Enhanced Employee Experience: By automating repetitive tasks, employees were able to focus on more strategic and value-added activities, improving work-life quality.


Based on the success achieved with RPA implementation, the client is determined to expand their automation capabilities further. They plan to leverage Discovery Bots to identify additional automation opportunities and use cases. Additionally, they are considering implementing RPA in their front office operations to streamline employee engagement with requests and deliver a seamless experience across their global operations.

Gain insight through reports

When employees fill out a uMap™ there is a lot of information that could be very beneficial to their company. What training do their employees need? Who are the influencers in the organization? 

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