MuleSoft Surat Meetup#54 - MuleSoft Automation

Introducing
MuleSoft Automation
Surat Meetup

Safe Harbour
Statement
● Both the speaker and the host are organizing this meet-up in individual capacity only. We are
not representing our companies here.
● This presentation is strictly for learning purposes only. Organizer/Presenter do not hold any
responsibility that same solution will work for your business requirements.
● This presentation is not meant for any promotional activities.
2

A recording of this meetup will be uploaded to events page within 24 hours.
Questions can be submitted/asked at any time in the Chat/Questions & AnswersTab.
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Housekeepin
g
3

Organizers
4
Jitendra Bafna
Senior Solution Architect
EPAM Systems
Nitish Jain
Application Developer
Accenture

Amir Khan
MuleSoft Solution Engineer
https://www.linkedin.com/in/amir-khan-ak/
● Passionate about digital transformation and emerging
technologies, Agile development, DevOps and Automation
● Located in Zurich, Switzerland
● Love family, food, soccer, cricket, sometimes gym, sometimes not
● Not serious at all, love to laugh and enjoy all aspects of life
● Enjoy sharing knowledge and content

Overview
● Need for automation
● Point-of-View on Automation
● Introduction to MuleSoft Automation Suite
● Different Components (RPA + Composer + Anypoint)
● Live Demos
● Use Cases
● Wrap Up: Next steps, Q&A and Trivia Quiz
MuleSoft Automation

Average Company Lifespan
7
Source: https://www.statista.com/statistics/1259275/average-company-lifespan/

Unrealized returns on automation
Source: 2022 Connectivity benchmark report
of apps are
integrated
experience lack of
connected data
and apps
missing connected
user experiences

The roots of automation
Process
Another Process
Technology
Technology
Interconnection
Business acts as
process integrator

The roots of automation
Process
Another Process
Technology
Technology
Interconnection
Business acts as
process integrator
Slow as humans Error prone
Repetitive and tedious
tasks
High-cost process

The birth of RPA
Process
Another Process
Technology
Technology
Interconnection
Business acts as
process integrator

The birth of RPA
Process
Another Process
Technology
Technology
Interconnection
RPA acts as process
integrator

How RPA works
Process
Business
RPA Dev

Operating RPA
Process
PROD
RPA Dev
Business
Manual execution
FIX REDEPLOY

Investment in RPA driven Automation
RPA based Automation is introduced
here
Business
effort
/
cost
time
RPA Developer Bot Ressources
(deployment, clients, IT
Admin, etc.)
Business need to
invest
Business see some
reduction
Business need to
support
Business need to perform
/ complete failing
scenarios
Cumbersome RPA
Business shifts effort
from repetitive work to
serving automation

Sphere of automation
Application Programming Interface (API) & User Interface (UI)
API UI
Technical Business

Types of automation
Application Programming Interface (API) & User Interface (UI)
API UI
10x
faster in
design
30x
faster in
execution
Easier
to understand
Slower
execution
time
Available earlier in the life cycle Available later in the life cycle
Runs everywhere Requires client side installation
Change more frequently

Let’s start with Headless Automation
Connectivity and APIs
API UI
For unstructured data types
(PDF, Images, Files, etc.)
Systems without Interface
Legacy environment
Client/Server Apps
APIs are difficult to use
API-First
Automation
For all modern apps
APIs documented and available
Understanding on how to use
For complex systems i.e. SAP, NetSuite, etc.
For Databases (SQL, NoSQL, etc.)
FTP / SFTP

Who needs automation
Business
IT Team
RPA Dev

Business apps and systems involved
IT Team
RPA Dev
Business

Empowering business to automate
C4E
Center for
Enablement
IT Team
RPA Dev
Business

RPA Dev
Business
IT Team
MuleSoft Composer
Point and click automation
Netsuite Salesforce
Jira
C4E
Center for
Enablement
Business

RPA Dev
Business
IT Team
MuleSoft Composer
Netsuite Salesforce
Jira
C4E
Center for
Enablement
Anypoint Platform
API-led automation
Cloud
On-prem
Custom
Business

Business
IT Team
MuleSoft Composer
Netsuite Salesforce
Jira
C4E
Center for
Enablement
Anypoint Platform
API-led automation
Cloud
On-prem
Custom
Business
RPA Dev

Address the last mile of automation
Robotic Process Automation (RPA)
API UI
For all modern apps
APIs documented and available
Understanding on how to use
For complex systems i.e. SAP,
NetSuite, etc.
For Databases (SQL, NoSQL, etc.)
FTP / SFTP
For unstructured data types
(PDF, Images, Files, etc.)
Systems without Interface
Legacy environment
Client/Server Apps
APIs are difficult to use
API-First
Automation

RPA Dev
Business
IT Team
MuleSoft Composer
Netsuite Salesforce
Jira
C4E
Center for
Enablement
MuleSoft RPA
UI-based automation
Legacy
Docs
Images
Anypoint Platform
API-led automation
Cloud
On-prem
Custom
Business

Consume
Produce
Automation is a team sport!
RPA Dev
Business
IT Team
MuleSoft Composer
Netsuite Salesforce
Jira
C4E
Center for
Enablement
Anypoint Platform
API-led automation
Cloud
On-prem
Custom
MuleSoft RPA
UI-based automation
Legacy
Docs
Images
Business

Free up time and resources
Automation is introduced
here
Business
effort
/
cost
time
RPA Developer Bot Ressources
(deployment, clients, IT
Admin, etc.)
32
Existing API assets
(produced by IT)
Business owns automation
Business benefit from
automation, and reuse existing
assets by IT and Automation
Team
Save Time / Costs
Break Even

Benefits of MuleSoft Automation
Efficiency Productivity
Cost
Reduction
Resilient

Introduction
MuleSoft Automation

MuleSoft Automation
Empower your teams to do more, with less
Move faster with fewer resources
Automate any manual or repetitive tasks in your organization
Composer -- RPA -- Orchestrator
Improve how work flows for everyone
Empower anyone to automate any Customer 360 processes
Composer -- RPA -- Orchestrator
Power automations together
Automate as a team on a platform that makes collaboration with IT easy
Composer -- RPA -- Anypoint

MuleSoft Composer
The fastest and easiest way to connect apps and data
Connect apps and data instantly
Enable business teams to access data governed by IT using
clicks, not code — no more waiting for development
resources.
Take solutions from concept
to reality with ease
Allow IT and business teams to collaborate easily,
jumpstarting integration projects using IT-built assets and
templates.
Scale integrations securely
and automatically
Empower IT to monitor every integration effectively, without
slowing down the business.

NEW
MuleSoft RPA
Automate repetitive processes and tasks
Automate any process for any team
Use with point-and-click tools to automate your workflows instantly
– whether through a UI, document, or image
Collaborate on a secure, trusted platform
Empower business and IT teams to collaborate with ease and break
silos on every step of your automation journey
Scale end-to-end automation
Share and reuse RPA securely with Salesforce C360, Anypoint
Platform, and Composer

Innovate faster
Empower business users to build faster with IT-
approved resources
Build worry-free
Give IT the ability to easily secure everything built
by the business
Ensure resilience
Maintain reliability through IT-provided
monitoring and support
Anypoint Platform unlocks
the true promise of
automation
IT teams
Anypoint Platform
Business teams
Composer & RPA

Different
Components
MuleSoft Automation

Anypoint Exchange
MuleSoft Automation Suite
RPA Manager
MuleSoft Composer
Composer
Flows
…
Test / Deploy / Run
HTTP
Publish
Deploy
Embedded
Runtime
Deploy
RPA
Bot
Farm
RPA Bot
RPA Bot
RPA Bot
RPA Bot
Mule
Runtime
Anypoint Platform
Mule App
Mule App
Mule App
Mule App
RPA
Process
RPA Builder
PDF …
RPA Recorder
Save
HTTP
Mule
Application
Anypoint Studio
…
HTTP

MuleSoft Automation
As part of Salesforce Ecosystem

MuleSoft Automation is part of Salesforce Flow
Flow
Builder
Flow
Actions
Flow
Orchestration
Flow
Integration
(Composer)
Flow
RPA
Flow
in Slack

Flow Builder
Order Update
User
agreement?
Toolbox
Trigger
System
Update
Confirm
Update
Yes
No
Send
mail
Start
End
End
Available
Sales Service Commerce
Marketing CDP
Analytic Platform Industries Learning Partners
Collaboration Net Zero
MuleSoft Automation is fully integrated into the Salesforce Ecosystem

Demos Planned for Today
Einstein Bot
MuleSoft Automation
Salesforce Service Cloud Build your automation flow

Demo Use Case
Salesforce Service Cloud

All contents © MuleSoft, LLC
Meet
RACHEL
Rachel is one of loyal customers of
Northern Trail Outfitters
The delivery date for hiking boots she
ordered doesn’t match her travel plans
Calls NTO to understand if her shoes
could be delivered earlier

Meet
MICHAEL
Michael is the Customer Service Agent
at Northern Trail Outfitters
He provides excellent customer support
using Salesforce Service Cloud
Eg, Validates customer claims, requests
expedited shipping etc.

Repetitive manual tasks slow down processing
Rachel has bought some NTO hiking boots but her delivery is delayed
She contacts the Service center to find out what’s going on
Service
Cloud
Opens Customer
Case via
OmniChannel
Checks Order
Status
Sees NBA on offering
express delivery
Puts Rachel on
hold
Logs into legacy
warehouse system
Manually enters
delivery data
Legacy
OMS
Confirms Rachel &
Closes Case
Update order in
Netsuite
NetSuite
Login to NetSuite

Increase Productivity and Efficiency
Use MuleSoft Automation to replace human tasks
Service
Cloud
Opens Customer
Case via
OmniChannel
Checks Order
Status
express delivery
Continue conversation /
Triggers Bot
Logs into legacy
warehouse system
Manually enters
delivery data
MuleSoft
RPA
Confirms Rachel &
Closes Case
Update order in
Netsuite
Composer
Login to NetSuite
Does other tasks
while RPA running
Trigger
(on success)

Live Demo

Demo Use Case
Salesforce Einstein Bot

# cases
Jan
Dec
Nov
Oct
Black Friday
Xmas and new year

Use MuleSoft RPA Bots to replace human tasks
Service
Cloud
Opens Customer
Case via
OmniChannel
Checks Order
Status
express delivery
Triggers Bot
Logs into legacy
warehouse system
Manually enters
delivery data
MuleSoft
RPA
Confirms Rachel &
Closes Case
Update order in
Netsuite
Composer
Login to NetSuite
Does other tasks
while RPA running
Trigger
(on success)

Einstein Chatbot and MuleSoft Automation increase productivity and efficiency
Service
Cloud
Customer starts chat
coversation
Einstein Bot
provides
assistance
Customer wants to
update order
Triggers Bot
Logs into legacy
warehouse system
Manually enters
delivery data
MuleSoft
RPA
Update order in
Netsuite
Composer
Login to NetSuite
Trigger
(on success)
Asks for further
support?
Talk to an agent
End conversation

Live Demo
Einstein Chatbot

Use Case
Build Integration Flow

Connect People, System and Data
Demo Scenarios (Cont.)
Use case 2 - Build Integration Flow - Service Request Distribution
Incident creation Case creation Post message
ServiceNow Id
Case Id
Trigger

Live Demo
Build Automation Flow

Use Cases
Look around, you will find many

Chatbots + RPA
Use Case 1
Watch Now

Patients Admission
Use Case 2
Watch Now

Meet
Julie
Julie is an assistant and trainee at
Open Hospital for all kind of surgeries
She manages all new admissions of
patients in Open Hospital System (OHS)
New admission are sent in Excel or
PDF via Email, which she need to
maintain in OHS manually.
OH
OPEN
HOSPITAL

Admission at hospital facility
Patient Admission Process
Doctors
Other
hospitals
Julie
Single admission
document
Multiple
admissions
OH
OPEN
HOSPITAL

Julie’s morning routine
Manual labour in hospitals
Receives
admissions
Email
Download
Attachment
Open PDF
Open Excel Open OHS
Register
Admissions
Julie
Error prone
Time-consuming
Less reliable
Not accurate

Receives
admissions
Email
Open
Attachment
Open PDF
Open Excel Open OHS
Register
Admissions
Fully automated Patient admission
Automate repetitive tasks to increase efficiency and productivity
Unattended
every
morning
Fast
Resilient
Repeatable
Accurate

Inventory Mgmt
Use Case 3
Watch Now

Inventory Management
Manual labour at work
Login to SAP
Check Stock
Overview
Purchase Order
Martin
Get approval
for Order
Release Order
Send order
confirmation
2 hours daily
Error prone
Time-consuming
Less reliable
Not accurate

Automated Inventory
Automate repetitive tasks to increase efficiency and productivity
Unattended
every
morning
Login to SAP
Check Stock
Overview
Purchase Order
Get approval
for Order
Release Order
Send order
confirmation
Fully automated
Fast
Resilient
Repeatable
Accurate

Automate anything.
Empower everyone.
Deliver success now.
Automation IT
API-First
Automation
Business
Legacy Systems
Unstructured Data
Whenever APIs can not be used
On-premise backend systems
Multi-cloud environments
B2B, B2C, validated systems, etc.
Business apps (day to day usage)
Email, Attachments, File processing Import, Export, Transform activities
Unlock any on-premise backend systems,
multi-cloud environments, etc.
Unlock any legacy systems, client-server apps,
unstructured data, etc.
Automate Automate
Data collection, reporting and analysis
Business Flow 1 Business Flow 2

Whats next?
MuleSoft Automation

Resources
● Join the Composer Trailblazer Community
○ https://trailhead.salesforce.com/trailblazer-
community/groups/0F94S000000GwI1?tab=discussion&sort=LAST
_MODIFIED_DATE_DESC
● Salesforce Customers: Refer to our MuleSoft Composer Trailmix to
learn how to build and run flows that solve common integration
problems
○ https://trailhead.salesforce.com/users/mulesoft-
trailhead/trailmixes/mulesoft-composer
● MuleSoft Customers: Refer to our Learning Library:
○ https://training.mulesoft.com/library/mulesoft-composer
● For Technical Support or to submit a Support Case:
○ https://help.salesforce.com/s/
Composer Resources

Resources
● Join the RPA Trailblazer Community
○ https://trailhead.salesforce.com/trailblazer-
community/groups/0F94S000000kJPTSA2?tab=discussion&sort=LA
ST_MODIFIED_DATE_DESC
● Salesforce Customers: Refer to our MuleSoft RPA Trailmix to learn
how to get started with RPA, RPA Builder and much more
○ https://trailhead.salesforce.com/users/mulesoft-
trailhead/trailmixes/mulesoft-
rpa?utm_source=training.mulesoft&utm_medium=referral&utm_c
ampaign=rpa
● MuleSoft Customers: Refer to our RPA course:
○ https://training.mulesoft.com/course/getting-started-rpa
● For Technical Support or to submit a Support Case:
○ https://help.salesforce.com/s/
RPA Resources

Questions?
MuleSoft Automation

Take a stand !
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● Feedback:
○ Fill out the survey feedback and suggest topics for upcoming events
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What’s next?

MuleSoft Surat Meetup#54 - MuleSoft Automation

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