Einstein Automate: Intelligent Workflows to Automate Anything

By Christine Marshall

Einstein Automate is a solution from Salesforce combining artificial intelligence, data integration, and industry-specific workflows in a single platform so businesses can go digital faster, automating complex processes in days, not months.

As John Kucera, SVP of Product Management at Salesforce, explains – automation is the inspiration behind this new solution.

Einstein Automate will bring together:

What does this look like in practice? Check out the diagram below to see how these products will enable you to automate anything, integrate everything, and transform any industry.

Flow Orchestrator

Streamline complex processes that span multiple users and systems using Flow Orchestrator – the low-code workflow development tool.

Flow Orchestrator can help you accelerate your automation efforts, ensuring Salesforce does the repetitive, manual tasks that consume time while your business focuses on high-value activities.

AI-generated next steps and recommendations can guide employees while helping avoid bottlenecks and delays.

READ MORE: What is Salesforce Flow Orchestrator?

MuleSoft Composer for Salesforce

The biggest hurdle to successful automation that creates flawless customer and employee experiences is siloed systems.

As Stephen Hsu, Vice President of Product Management at MuleSoft, explains:

Connecting systems is typically easier said than done. You’ll want a simple way to connect your apps and data – that’s where MuleSoft Composer comes in.

Using MuleSoft Composer, you can bring data from Salesforce and your third-party applications together using clicks, not code.

Even better, MuleSoft Composer has a library of pre-built connectors and templates to automate integrations, enabling Salesforce Administrators to get up to speed fast and deploy in record time.

READ MORE: MuleSoft Composer: Making Salesforce Integration Easy in 2023

Pre-built Einstein Automate Solutions on the AppExchange

Einstein Automate is all about building scalable, intelligent solutions at speed. There’s no need to start from scratch though – with pre-built Einstein Automate solutions available on the AppExchange, including more than 700 automation solutions built by Salesforce and their partners, you will surely to find the building blocks you need to get off the ground fast.

Pre-built AppExchange solutions include:

  • Robotic Processing Automation (RPA): Automating repetitive, manual tasks such as data entry.
  • Bots: Help customers quickly find answers and automate common questions and conversations.
  • Flow Actions: Rapidly set up automation with pre-built flow templates that can be cloned and customized to suit your needs.
  • Flow Templates: Simplify the flow-building process without needing integration or code.

Salesforce Industries

Salesforce is becoming ever more industry-specific as it’s clear that different industries have unique needs. Salesforce Industries is a collection of industry-specific products and a library of more than 70 best practices to help your business build the best solution fast.


OmniStudio has a variety of new products and features, including templates and pre-built solutions, that can empower businesses to create industry-specific experiences for their target audience. These solutions can be delivered quickly and at scale across multiple devices and channels, using no-code or low-code tools.

READ MORE: Getting Started with OmniStudio

MuleSoft RPA

Replace repetitive tasks with bots that can intelligently process documents, enter data, or take action on the user’s behalf – all without code.

With MuleSoft RPA, these bots work for any system or application, including PDF documents, spreadsheets, and even disconnected legacy systems.

READ MORE: Salesforce Introduces Robotic Process Automation to Einstein

Read More

  • Find out why Salesforce is investing (even more) in automation here.
  • Discover how Einstein Automate will empower employees to do their best work here.

The Author

Christine Marshall

Christine is the Courses Director at Salesforce Ben. She is an 11x certified Salesforce MVP and leads the Bristol Admin User Group.

Leave a Reply