Overview
In typical scenarios, the Salesforce Support Associate monitors tickets in ServiceNow and verifies all pre-requisites information in the tickets for access related requests. Once the pre-requisites information and approval are available, the Support Associate performs required actions in Salesforce.
Support Automation Engineer Digital Worker automates the tasks related to User Access Management in Salesforce. It automatically intercepts access related requests from ServiceNow and performs all steps to check pre-requisites for the requests. If pre-requisites validation is successful, it automatically performs required actions in Salesforce.
The solution also automatically performs Salesforce health check by analyzing Optimizer report data and takes corrective actions wherever applicable. It gathers Salesforce Health Optimization Information and creates tickets in SNOW based on Optimization Information. It helps Admin to take decisions for Optimization based on certain set of rules and automatically take actions in Salesforce based on the decision of the Admin.
Support automation engineer Skills
Skill(s) available for pilot deployment:
- Support Automation Engineer.Salesforce.User Access Management (new access, deactivation & access profile change)
- Support Automation Engineer.Salesforce.Services Optimization
The Solution
The Support automation engineer automates the workflow for intercepting access requests from tickets in ServiceNow, creating and deactivating users in Salesforce.
Logical Architecture - User Access Management
Logical Architecture - Salesforce Service Optimization
Case Study
ABB Ltd - A Swedish–Swiss multinational corporation headquartered in Zürich, Switzerland, operating mainly in robotics, power, heavy electrical equipment, and automation technology areas.
For Salesforce support project for ABB, the Salesforce Support Automation Engineer Digital Worker was implemented to automate user access management process.
Prior to implementing the Digital Worker solution, account team was spending approximately 100 hours per month to serve User Access Management related requests.
The Digital Worker has delivered an end-to-end automation for Salesforce user access management . After implementing Digital Worker solution, approximately 75 hours per month of effort has been automated – amounting to yearly 900 hours of savings.
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