Integration architecture diagram
Automation

Build intelligent actions and workflows for people and AI agents.

Empower your teams to connect apps and automate tasks with AI agents using low-code and no-code tools.

Create better customer and employee experiences with low-code tools.

Easy-to-use tools for every team.

Enable business users, admins, and IT teams to build scalable automation quickly and collaboratively.

Use AI automate and integrate.

Connect systems and automate tasks using connectors, APIs, and bots that work with AI agents.

Easily scale with Agentforce.

Add automation to Salesforce that works with your existing agents, bots, and workflows.

Connect common SaaS applications.

Easily connect to popular systems using pre-built connectors and templates, letting your team and AI agents work beyond Salesforce.

Access a library of pre-built connectors to integrate with popular systems like NetSuite, Jira, Google Workspace, and more — no custom code required.

Screenshot of MuleSoft's platform displaying feature in action

Design and trigger integrations directly within Salesforce Flow to power seamless, real-time automation.

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Enable admins and business teams to build and manage integrations using intuitive drag-and-drop tools.

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Bring external data into Salesforce to unlock richer, more personalized automation for humans and agents.

Screenshot of MuleSoft's platform displaying feature in action
Screenshot of MuleSoft's platform displaying feature in action
Screenshot of MuleSoft's platform displaying feature in action
Screenshot of MuleSoft's platform displaying feature in action
Screenshot of MuleSoft's platform displaying feature in action

Automate your legacy systems without APIs.

Automate older systems without using APIs. RPA bots work with your team and AI agents to handle repetitive tasks, streamline operations, and save time.

Automate tasks in legacy systems by simulating human actions like clicks, keystrokes, and data entry.

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Easily create, manage, and deploy bots in Flow using intuitive, low-code tools. No complex setup required.

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Orchestrate bots, AI agents, manual approvals, and automated steps — all within Salesforce Flow.

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Track bot activity, usage, and performance with real-time dashboards to optimize your RPA strategy.

Screenshot of MuleSoft's platform displaying feature in action
Screenshot of MuleSoft's platform displaying feature in action
Screenshot of MuleSoft's platform displaying feature in action
Screenshot of MuleSoft's platform displaying feature in action
Screenshot of MuleSoft's platform displaying feature in action

Capture and query data from documents.

Seamlessly bring unstructured documents like PDFs, images, and forms into Salesforce to access trapped data and power smarter, end-to-end automation.

Automate data extraction from complex documents with AI. Use natural language to capture information, classify documents, and generate summaries.

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Integrate extracted data directly into your Salesforce workflows without manual effort or data entry.

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Review confidence scores and refine data accuracy using automated validation.

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Compose document actions as reusable blocks and tailor automation to your needs.

Screenshot of MuleSoft's platform displaying feature in action
Screenshot of MuleSoft's platform displaying feature in action
Screenshot of MuleSoft's platform displaying feature in action
Screenshot of MuleSoft's platform displaying feature in action
Screenshot of MuleSoft's platform displaying feature in action

Automation Frequently Asked Questions

Business process automation uses technology to streamline and automate complex, end-to-end business processes. It eliminates manual, repetitive tasks and connects multiple systems to improve efficiency, reduce errors, and free up employees to focus on higher-value work that requires human expertise.

Intelligent process automation combines traditional automation with AI, machine learning, and natural language processing to handle more complex tasks. Unlike basic automation that follows rules, IPA can understand documents, make decisions, learn from data, and process unstructured information like emails and documents.

RPA (Robotic Process Automation) uses software robots to automate simple, repetitive tasks following fixed rules. BPA automates entire end-to-end business processes across multiple systems and departments. IPA takes it further by adding AI capabilities—learning, reasoning, and making decisions with minimal human intervention for more complex processes.

Both reduce costs, increase productivity, and improve accuracy by eliminating manual tasks. They provide better visibility into operations, ensure consistency, and speed up processes. IPA specifically improves customer experience with faster service, enhances workforce productivity, ensures compliance, and enables smarter decision-making through AI-powered insights.

BPA works best for repetitive, high-volume processes that follow clear rules and involve multiple systems—like employee onboarding, invoice processing, customer onboarding, order fulfillment, quote-to-cash, and document management. Processes requiring consistent execution, compliance tracking, or cross-departmental coordination are ideal candidates.

IPA uses AI to analyze data, recognize patterns, and make informed decisions automatically, providing faster and more accurate results. For customers, this means quicker onboarding, faster service responses, and personalized experiences. For businesses, IPA delivers real-time insights and recommendations that help teams make better decisions at the right time.

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