Kofax RPA improves Agent productivity in Salesforce (benefits)

Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM). With Kofax RPA (Robotic Process Automation), you can exceed customer expectations and scale your services.

You can create and deploy Kofax RPA bots within the Salesforce Service Cloud to automate routine tasks and make complicated jobs simple.

Also you can accelerate automation of Salesforce applications with native activities powered by the Salesforce Lightning Platform REST API.

Some options to use Kofax RPA with Salesforce

• Automated data entry in Salesforce.
• Finding information faster.
• Account and contact creation.
• Adding notes to contact, leads and accounts.
• Adding private and public cases comments to chatter group.
• Powerful action invoking Salesforce API from Kofax RPA.

Benefits

• Cost reduction.
• Improved productivity and efficiency.
• Error reduction.
• Case Management.
• Contracts Management.
• Improve customer expectation.

Robotic Process Automation can reduce manual steps and avoid human errors within processes and can help you with the digital transformation of your company and improve existing processes.