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IntroductionWith Salesforce making the transition from classic to lightning, I wanted create this blog post to demonstrate how Nintex RPA can work within Salesforce lightning and can easily create new accounts using data from an excel spreadsheet.   Walking through the BotflowThe Botflow I am walking through in this blog is available to download from our Nintex Gallery at this link. Place the folder with the spreadsheet on the desktop and you will need to update the credentials variable for Salesforce, and the variable for the Salesforce URL to point to your Salesforce tenant.  Let’s say you have a spreadsheet full of new account data, maybe from attending a conference or migrating to Salesforce from another line of business system.  Instead of having an employee enter 100’s or 1000’s of lines of data into Salesforce lets show you how we can accomplish this with Nintex RPA. The spreadsheet we are working with for the demo has a small subset of data that we will be using to create the a

We are happy to announce that in the last quarter, we released new on-demand training for Nintex Workflow Cloud. This is a popular product and to cater to our ever-growing customers’ need, we have created and released a brand-new series of courses that covers all the foundational concepts for this platform. Wondering what’s new? Why should I take this training? How will it benefit me? We have answers to these commonly asked questions. See below: What’s New:The on-demand training is divided into 4 recommended courses: Each of these courses is carefully designed keeping in mind the concepts, and topics, along with hands-on experiences to practice those skills. The courses are designed to make it engaging through interactions, media elements, and simulations, along with providing some additional handouts for quick reference. To even make it accessible, the training has voice overs that will make your learning experience richer. Do not forget the end of course feedback, to share any sugges

#RPA #CustomerSatisfaction #CustomerService #RPAUseCase #Robotics #ProcessDiscovery #ProcessAutomation  Call centers are on the frontlines of customer service and can also make or break a customer's experience with a company. How can RPA help to maximize sales and customer satisfaction through fast, reliable, and personal service? By:  A) Getting your customer service reps up-to-speed With the right RPA solution, it's easy to make your customer service reps have the training they need to thrive with a minimal investment in time and resources. The way it works is simple: robots efficiently guide your new hires through the procedures they need to know via on-screen balloon tips. This can work for directing employees in what they should say, things they should keep in mind, and processes they should utilize for fast, personal, and reliable service. Kryon’s attended automation can do exactly that. B) Improving customer satisfaction  By automating many of the repetitive tasks that can consu

We’d like to offer our members a new area where you can discuss anything about the community: the Community Hub! If you would like to give us feedback, need help or would like to know how any of the community features work, we can show you or create any new community guidelines you may need. We will also share any exciting community related news with you here! This area is for you.  For all Product Feedback and ideas, you should still use Nintex User Voice. Be sure to check out our new Analytics section as well! Make your voice heard and participate in our survey here!

 Especially in the domain of contact centers, today's consumers demand quality service. Here are a few examples of what we mean and how RPA can help:  -88% of customers won't wait more than 5 minutes for service-72% expect customer service reps to already know what they have purchased-67% admit to having higher standards for customer experience than ever before.  So what can RPA do to help ensure a better customer experience while saving businesses the time and stress involved? It can empower contact centers to offer superior service, boost sales, and minimize costs - often at the same time. Here's a recent example of just how much time can be saved:  -60% of customer service reps shared that their company doesn't always give employees the technology needed to address customer service challenges.  Recently, a contact center for a subsidiary of a large insurance company  began using Kryon Unattended automation. As a result, one of its newly automated processes saved its team an estimate

Objective of this project is to ask vendors and partners fill out a form with their company details. This information needs to be saved in SharePoint for internal team to look over and process further. The supplementary documents uploaded with this form also needs to be available internally. The attachment control in NWC form uploads all the files to Default file storage. The available locations for default storage is Dropbox for Business, Box, Citrix ShareFile, Google Drive and MS OneDrive for Business. Files cannot be saved directly into SharePoint (as of now). For this example, I am utilizing MS OneDrive for business to store the files. Here is what my workflow looks like:The first step in the workflow is to create the item in the SharePoint list using the information submitting in the form. Then comes other steps.I'm counting the number of attachment to check if the count is more than 1. This mean the workflow will execute the loop only if there is an attachment. You do not have to

Today, we are excited to announce the Nintex Intelligent PDF Forms Converter for Nintex Workflow Cloud is now available for purchase!If you are not familiar the Intelligent PDF Forms Converter (IPFC), the IPFC is an AI-based capability within Nintex Workflow Cloud Forms that allows you to instantly convert static PDFs into interactive digital forms with just a few clicks. To see the new capability in action, check out the video below.

We've consulted a few RPA specialists to learn more about the future of RPA and the role itwill play in the IT industry. Check out what these experts had to say:  1) "The future scope of RPA is very high. According to a recent report by McKinsey and Company on emerging and disruptive technologies, it is predicted that automation technologies, such as robotic process automation (RPA), will have a potential economic impact of nearly $6.7 trillion by 2025. Given these statistics, it’s obvious the growth of RPA is happening quickly, and RPA is poised to grow into one of the leading technological platforms and is expected to become a standard for positive business outcomes and performance."  2) "RPA will be one of the biggest game-changers in the IT industry.  Every company wants accuracy, increased productivity, decreased costs, etc. Automation is the answer for these goals. They will augment humans and will help them in various tasks. Rule-based , mundane, and repetitive tasks can be auto

This blog describes how to enable "Document Generation" feature on SharePoint 2013 on-premise server.Prerequisites: Nintex Live is installed and running on your farm.Go to Central Administration > Nintex Workflow Management > Nintex Live and external Settings Click on "Enable" next to "Enable prerequisite service" on top. Under Nintex Live heading, click on "Activate" next to "Document Generation capability" feature.The above steps makes the "Document Generation" feature start and running.Now, you have to add "Document Generation" workflow action to allowed workflow actions on your farm.Go to Nintex Workflow Management > Manage allowed actions Check/Select "Document Generation" workflow action. Click on "OK".Now, make sure you see "Document Generation" workflow action available for use. For that, create a workflow and from workflow actions, type in "document generation" or go to "Lists and Libraries" category, you see the "Document Generation" workflow action available.

Today we released both RPA Central 2.4 and Nintex Bot 17.4 that includes Role-Based Access Control (RBAC). This is a big milestone for RPA to bring a new level of management to botflows. Thanks to all of the people involved in getting this feature built, tested, and released! If you were helping us test the beta, you can upgrade to these new builds. Summary of the RBAC FeatureNew in this release is an additional role – Participant. Those in this role are able to run botflows and view instance data. This means there are three roles in RPA - Administrator, Designer, and Participant. Nintex RPA is also introducing a new concept of Botflow Permissions. What you can do in RPA is based on your role and botflow permissions. So, for example, if you are a Designer in RPA but don't have permissions to a particular botflow, you will not see that botflow in the list of botflows that you can open and edit. If you're a Participant, you can only run botflows that 1) are Published, 2) are designed to

When you want to do a complicated calculation and get it into a document... and into a customers hands do you want to keep the end result? This could be a total, average, year to date… really anything on the right side of the equal sign after the left did all the work. It's not new information Excel can do some very impressive calculations. Did you know you can push those values from Excel and into Word, Powerpoint, PDF or even to Salesforce itself? While reading this I am assuming you already know how to tag a document. If not refer to below… Blog & Help Documentation Let's use a simple use case. You are generating a quote/proposal and you have some type of finance calculation. For example maybe you have a competitive price calculator. Whatever calculation... the method is the same. What are we trying to avoid? Press button - Get Document - Manually Edit & Calculate it till finished - Send it out. How does Excel effect above? Press button - Magic Happens - Get Final Version &a

#ProjectManagement #Robotics #RPA #RPADeveloper #ProcessDiscovery #ProcessAutomation At Kryon, we're taking a look at some of the most frequently asked questions about RPA across the web. Check out what these RPA specialists have to say about project managers upleveling their skills with RPA. Can it help project managers broaden their horizons? Discover more through the insights below:  1) "There is plenty to go around for everyone in the RPA domain, including RPA project managers. There are top roles like RPM (robotics process managers), success managers, and more. There are plenty of resources to learn RPA, and many companies are beginning to sponsor RPA implementations or have an existing CoE set up for RPA."  2) "Absolutely! While there aren't many project managers required for RPA-based projects, a PM can learn RPA without a strong coding background. Check out courses online! See what interests you, especially when it comes to business processes or setting up a CoE."  3) "I worked

IntroductionThere are certain scenarios where a running process will need to wait for input or a trigger from an external system or process. One can always create a polling mechanism in the process, but that adds unnecessary overhead and is not a real-time trigger; if the external call comes back a second after the polling mechanism checked for updates, the process will need to wait another full cycle before processing is initiated. Example scenarios include waiting for an external system to complete batched or nightly jobs, long running transactions potentially involving multiple line of business systems or even something simple as a human completing a task in an external system. To cater for scenarios like these, the K2 platform has the concept of an asynchronous event, where pretty much any SmartObject call can be configured to wait for an external call before proceeding to the next step. The advantages of taking this approach are:No overheads when compared to polling. The SmartObje

#RPA #RPAAutomation #RPADeveloper #ProcessDiscovery #ProcessAutomation #Robotics It involves a full-cycle approach from discovering and mapping processes and variants, creating and optimizing wizards, managing robots in production, and analyzing the impact on the organization.  Are you ready to become an expert on the best practices for implementing full-cycle automation?  Catch up on our on-demand webinar with industry leader, Ziv Ilan, as he shares the ins and outs of:  -Mapping and analyzing processes to understand their business impact-Creating a Process Design Document and supporting process documentation-Managing and optimizing automation tasks to gauge the automation impact and much more!  Grab some popcorn and join us online here: https://bit.ly/3rYajr6 

Nintex K2 Cloud provides customers with a robust platform to build apps in a SaaS offering that doesn’t require the day-to-day management or on-going support of other K2 infrastructure. Many customers needed a way to access their on-premises line-of-business (LOB) data within K2 Cloud. As a result, we initially introduced customers to our K2 Cloud Secure Data Access (SDA) offering. After speaking with many SDA users, we learned that it was not the perfect solution for your day-to-day business needs. As such, we are excited to announce an improvement in this offering — Nintex K2 Cloud On-premises Data Access (OPDA). OPDA is the future of our on-prem data access strategy for K2 Cloud customers that want to build apps in the cloud and interact securely with data that lives on-premises and behind your firewall. This data is made available to your K2 Cloud tenancy using a network appliance that will be deployed within your private network.  What this transition means for you…While the outco

The new look and feel of Nintex Promapp is now here to stay.We understand many clients have a preference for the old theme and some of the functionality that is now retired. With the transition to the new theme, we want to reiterate that our focus is on providing a consistent experience across the Nintex platform, while also improving accessibility for people who use our products.Going forward, we plan on continuing to make incremental improvements to the look and feel of Nintex Promapp, and we continue to value your feedback. If you have ideas or improvements you would like to see in Nintex Promapp, please post on UserVoice. If you find something that isn't working as intended, please reach out to our friendly support team by emailing support@nintex.com.

We are nearing the release date of the next Nintex K2 Five release, version 5.5. As always, customers can upgrade from any prior supported version to this latest release.  In order to continually innovate and bring new and exciting features to K2 Software, we must say goodbye to some old components. In K2 Five 5.5, there are several components that have been blocked or removed. If you must remain on one of the deprecated technologies, do not upgrade to K2 Five (5.5) and instead remain on an older version.Deprecated Functionality and components In order to continually innovate and bring new and exciting features to K2 Software, we must say goodbye to some old components. In K2 Five 5.5, there are several components that have been blocked or removed. If you must remain on one of the deprecated technologies, do not upgrade to K2 Five (5.5) and instead remain on an older version. Make a plan to remove your dependency on deprecated technologies as soon as possible, so you can upgrade and ta

We at Kryon have been working hard on product improvements and upgrades to both Process Discovery and Robotic Process Automation (RPA). We are eager to share with you the amazing results. Join our experts for a session that includes twice the excitement! Come and learn about Kryon Process Discovery version 21.5 which includes:- New and Enhanced Discovery Algorithm: Kryon's ground-breaking new Process Discovery algorithm is here to push the limits of data processing- A New Way to Discover Processes: An improved “Discovery” page- Preview Real-Life User Processes: Watch a video simulation of how the process was done IRL by the user- New Dashboard: Leverage a new home page for the business analysts, containing valuable information and insights, alongside quick access to the recent discoveries and to the process library AND…Version 21.4.1 of Kryon RPA which includes:- Console+: Get acquainted with the new and simplified Task and Robot management. The new console features a smart Queue - Man

This month I’m going to share some quick tips with you on how you can make the most out of your time on the Community. Did you search?Before starting a new topic, use the Search engine to check if a similar question has already been asked. As you start typing your query into the search box, similar topics will appear. To view any of these articles, simply click on the title. A green check mark next to the article shows that this question topic has been solved. Didn’t find what you need? Ask a question!If no other question matched yours, ask a question in the relevant product forum. Create a title that summarizes your issue or question, so others can see what the post is about.A good title should (where applicable): Include the activity or action    Include a unique part of the error you’re getting    Describe the item you’re having an issue with.      About your questionIt is vital to give as much detail as possible for others to understand what you’re struggling with and what you

#RPA #Automation #ProcessAutomation #BusinessProcesses #Streamlining #RPADeveloper  "Automate or Die'' has been the mantra of industry thought leaders and analysts over the past few years. But change is hard and changing organizational practices can seem daunting.  Oftentimes, unless there is a compelling event that demands immediate action, business leaders push back on embracing process automation.  However, delaying the automation of business processes also means you're delaying the numerous benefits it can bring to your business.  That's why we're inviting you to join our on-demand webinar. Join Kryon's CEO, Harel Tayeb, and Marc Vietor, General Manager of ARIS and Alfabet at Software AG. They'll break down:  -Automation market trends and what is driving business to automate-Why investing in process automation can’t wait-How the combined solution of Kryon Full-Cycle Automation and ARIS has brought value to some of the largest organizations And more! Catch up on the conversation her

We're updating the look and feel of Promapp to align with the overall Nintex platform. We'll be making a few functionality changes and refreshing our fonts, colours, and icons to make them more accessible. You will be able to switch back to the classic theme until June, after which the new theme will become permanent. This option is available at an individual user level. For existing minimode links the new theme will be displayed. New homepage New Process Map Functionality changesWe'll be removing several components on the homepage:The 'Love it / It's OK / Not great' feedback functionality will be removed. Users can provide feature requests and ideas via a link to UserVoice. Methodology questions, solutions, and knowledge can be shared via Nintex Community Users will receive an occasional prompt for feedback via an NPS question, with the option to provide additional feedback afterwards. The Awesomeness meter will be removed. The Bulletin board and messages will be removed. Profile i

The latest Nintex Promapp release includes the new Reporting API, offering the freedom to report the information you want, the way you want to see it, and when you want it.With the adaptability of Promapp for business needs, it’s all but impossible for us to create the numerous different reports each customer might want and still keep the platform responding efficiently. Since reporting, particularly within the improvement module, has been the primary request from a number of clients, we have developed the Improvement Reporting API to allow users to customise and create exactly the reports they want from their Nintex Promapp data.The reporting API uses a secure OData feed to query the information from your Nintex Promapp site and provide it in a versatile format. Each site generates its own secure tokens to ensure the data cannot be accessed outside of the API. The outputs are able to be read by Excel, PowerBI or a similar tool for versatile reporting.The feed of data refreshes every t

#ProcessAutomation #Robotics #ML #AI #DataAnalytics #RPA #RPADeveloper  Whether you’re a fresh graduate or career changer, it’s important to evaluate what’s in your toolkit before you reach out and start applying to new positions. Are you qualified for an RPA role, or should you take a few more courses before you start applying?  Here are a few skills that every RPA developer should know how to do:  A) Knowledge of Business Processes  Business process knowledge is essential for every RPA developer, as companies want developers to understand the procedures that are driving their business. It’s also key when it comes to RPA deployment, and it also helps RPA developers identify which processes are ideal for RPA or any other form of automation.  B) Data Analytics  Experience in data analytics is one of the most desirable traits an RPA developer can have. Probability is an important factor when it comes to automation deployments that include machine learning and AI. The bots also transform

#RPA #DigitalTransformation #Healthcare #Finance #Robotics #ProcessAutomation #RPADeveloper  As the pandemic roared through 2021, businesses made changes left and right to keep up with the needs of their customers and their employees. Several of them used automation for the first time.  So what does the future for RPA hold? Watch out for these trends as we continue to navigate the post-COVID world:  1) The Market is ready for RPA  Automation became a recurring theme for businesses throughout the pandemic, especially when it came to strategic planning. The industries that benefited the most from automation included the ones at the front lines: healthcare, insurance, food and beverage. They also included many parts of the corporate sphere, especially in banking, financial services, and telecommunications.  2)  RPA is a Solution to Pandemic-Related Business Disruptions Across Industries   Many companies experienced severe repercussions due to the pandemic, especially ones that had a rapid

#RPA #Robotics #Automation #AutomationTesting #DigitalTransformation That's why we're excited to share our on-demand webinar, where we cover how to create an efficient automation testing plan to prepare your wizards for production.  All superstar developers know that developing an automation workflow is just one piece of the puzzle. Once you build something, you need to test it.  Join our industry leaders, Ziv Ilan, Marcus Hochgürtel , and Ayelet Gazit, as they explore:  -Creating a functional and integrated testing plan-How to perform performance and load testing -Designing and running a UAT (user acceptance test) to push the automation to production.  Learn more here:https://bit.ly/2SBlskb