Apromore for Salesforce

As businesses look for solutions to improve profitability, customer experience, and operational efficiency to combat rising costs, gaining a view of how business processes running on Salesforce actually perform across the organization is essential to drive tangible outcomes that impact on business KPIs.

Apromore has partnered with Salesforce to allow operational excellence, digital transformation and risk & compliance teams to mine business processes running on Salesforce Clouds. You can unearth friction points that affect operational efficiency and customer experience, and uncover potential risks & compliance violations to business policies and regulatory requirements.

Using Apromore’s embedded simulation capabilities, you can identify optimization opportunities such as automation interventions and changes to operating guidelines, and test their impact on process durations, costs and resource utilization.

What is process mining? Find out more.

You can ingest data from Salesforce Clouds and other systems directly into Apromore, in a seamless manner. You can either use Apromore's dedicated connector for Salesforce to pull data from Salesforce, or MuleSoft's connector for Apromore to push data into Apromore by using MuleSoft as an integration middleware. Either option will have minimal impact on your IT resources.  

Monitor your business process KPIs across your Salesforce Clouds using Apromore

Optimize business processes running in Salesforce 

With Apromore working on top of Salesforce, business stakeholders can map customer journeys across various processes, such as customer service, field service, HR and IT service management processes running on Service/Field Service Cloud, lead-to-quote and order-to-cash processes running on Sales/Revenue Cloud, as well as industry-specific processes, such as loan application, claims handling and know-your-customer processes running on Financial Services Cloud. Any Salesforce process, whether standard or custom, can be discovered and analyzed with Apromore.

Key Use Cases

1. Accelerate digital transformation & replatforming initiatives: Reduce the risk of investing in transformation programs that disrupt your business processes and produce minimal or negative outcomes. Use Apromore to mine your legacy processes and understand system constraints to be avoided. Next, use Apromore's design and simulation environment to design your future-state processes and simulate them under different workload scenarios, to right-size your organization. Deploy these processes in Salesforce and monitor them in Apromore for continuous improvement.
   

2. Enable Agentforce and other automation projects: Identify opportunities for agentic AI automation, robotic process automation (RPA), intelligent document processing (IDP) and end-to-end process orchestration in Salesforce. Use Apromore's Copilot to gain suggestions on where and how to automate, and test the impact of various automation alternatives with simulation. Exploit Apromore's integration with Agentforce, MuleSoft RPA Manager and Flow Orchestration to speed up value realization.

3. Maximize value realization from your Salesforce org: Optimize your Salesforce org by finding and eliminating bottlenecks, rework, overprocessing and other sources of waste that impact on your customer experience. Gaining full transparency into Salesforce processes is the starting point to maximize the value from your Salesforce investment, and make it sustainable over time.

4. Monitor risk and compliance: Gain full control over your Salesforce processes, whether using case management, Agentforce, Flow, RPA or IDP, by easily identifying violations to regulatory requirements and internal policies, and efficiently monitoring risk exposure to potentially damaging impacts of inaction or missteps. Use Data Cloud to extend the scope to processes that also involve other systems besides Salesforce.

5. Facilitate legacy Salesforce migrations: Support the migration from a legacy Salesforce org to a modern alternative (e.g. from CPQ to Revenue Cloud Advanced) in a data-driven way. Avoid “garbage in, garbage out” migrations and use these as an opportunity to redesign your processes informed by current friction points and non-compliance issues, automatically discovered from your Salesforce data. 

6. Extract Standard Operating Procedures for staff training: Use Apromore's Task Mining to extract the optimal user routines from specific Salesforce tasks, like scheduling a work order in Field Service Cloud, or approving a loan offer in Financial Services Cloud. Use the output of task mining to distill Standard Operating Procedures (SOPs) to train your staff on the best way to perform tasks, within the context of an end-to-end process.