Lockbox Automation on Salesforce

In this video, we demo the lockbox automation use-case which automates the last mile of a lockbox process by reading the electronic data file records and routing each one through the workflow, deciding on whether the payment should be applied or not and how.

Part of our joint solutions, the Automation Anywhere Collection Bot Assistants for Salesforce help users automate all the steps of the workflow that happen out of Salesforce, removing front and back office silos and allowing employees to spend more time on higher value tasks.