Accelerate Core Document Processes with the TotalAgility Salesforce Connector

Where are the gaps in your business processes where you lose time and encounter the risks created by mistakes, errors and oversights? For organizations that rely intensely on Salesforce to support a broad range of business tasks, the document extraction and data entry processes commonly fall into just such gaps. The latest version of the TotalAgility Salesforce Connector continues to deliver a capable solution to these concerns.

An over-reliance on manual work can degrade productivity, introduce poor-quality data into records, and cause other problems. Available in the Tungsten Marketplace and maintained by the Tungsten Automation Professional Services team, this robust connector offers a direct means to enhance the value of Salesforce investments while producing a real impact on work.

Consider the pain points Salesforce users may encounter with document-heavy processes and illustrate how this connector can be a game-changer.

The Challenges of Ingesting Data Into Salesforce

There are many occasions when you will need to move data from one location or form into Salesforce for various actions. For example, some paperwork is essential for creating new cases for teams to track and begin working towards a resolution. Other document data might need to trigger the creation of a new order in Salesforce.

In these typical use cases, a lack of automation often means users need to spend time manually extracting data from physical or electronic documents. They must then port that data over to Salesforce, a process during which typos, mistakes and other problems can lead to incorrect data. Downstream, such errors can lead to confusion and real costs for the business.

With intelligent document automation, it's possible to address these pain points directly while still keeping a human in the loop for quality and reliability.

What Does the Connector Do?

TotalAgility leverages a cognitive capture engine and AI to transform unstructured data and document information into digital resources ready for action. With the Salesforce TotalAgility connector, organizations can enable bidirectional communication between these platforms to ensure rapid and accurate data extraction and delivery to the appropriate Salesforce resources.

TotalAgility workflow templates easily adapt to tasks like case or order creation in Salesforce. A TotalAgility process may also query Salesforce directly to obtain data needed for other operations. Such information might include specific customer accounts, business contacts, or financial data in price entries. With rapid and secure communication over REST APIs, the connector makes it simple to pass information for extraction and more through TotalAgility.

Notable Features to Know

Designed to foster seamless and effective Salesforce integration, this connector is feature-rich to reduce manual work. As mentioned, it supports bidirectional communication, allowing users to begin jobs from TotalAgility or Salesforce as the task requires. Job creation takes place automatically, saving users an additional step. It also enables users to attach documents for extraction and analysis on job creation.

Processing takes place in real time by leveraging Salesforce and Platform Events to capture TotalAgility responses immediately. You can then apply customized business logic and rules to process these responses and pass them on to the next steps. When errors occur, highly detailed logging ensures that auditing the process is transparent and accessible. We've also ensured this connector adheres to innovative security practices. It's also built for scale and can support efficient operations at any enterprise level.

Exploring Data Flow in the Connector: Examples

Consider a quick example of how this connector might work in action. We'll begin reviewing what happens when job creation first happens in TotalAgility. For instance, TotalAgility might run a job to extract the information from a claim document necessary for case creation.

Upon the completion of processing, TotalAgility triggers a Salesforce event through the connector, and Salesforce captures the request. Using advanced processing to interpret the metadata and take specific actions based on that data, business rules can be applied automatically.

The process is similar when a user invokes a TotalAgility job through Salesforce, which uses a REST API to communicate with TotalAgility. It processes the job and sends a response while publishing a Platform Event into Salesforce. The latter then automatically applies Utility Classes to read the metadata and process the information via either Apex or Flows.

This frictionless connection enables users to skip hours of manual data entry work and ensures that high-quality information makes it downstream.

Find Innovative Automation Opportunities in the Marketplace

The versatility and deep reach of Salesforce deployments in organizations make it a rich platform for structuring workflows that make sense. With the addition of intelligent document processing and workflow automation capabilities found in TotalAgility, your business can enhance the value of both investments and develop a synergy that transforms how your teams work.

The TotalAgility Salesforce Connector is easy to configure and comes with a detailed guide to explain its functionality and the types of actions you can take through the utility. Find out more about how to obtain this solution in the Tungsten Marketplace today and explore other automation innovations that can lead to improved outcomes in your business.