The challenge
The client’s sales operations team processed financial write-offs for cancelled Salesforce opportunities entirely by hand: finding the opportunity, preparing the write-off, and updating several linked records. The process was slow, inconsistent between team members, and used up skilled staff time every month.
Our solution
We built an end-to-end automation that works directly inside Salesforce and uses Generative AI where simple rules are not enough.
- UiPath bots that identify cancelled opportunities and create the write-off form without manual re-entry
- Azure OpenAI chat completions integrated into the workflow to handle unstructured inputs and decision points that rule-based bots cannot
- A reusable UiPath Object Repository that cut development time on this and every later Salesforce automation
- Delivered as part of a wider programme across Salesforce, Marketo, Coupa and Snowflake, with every initiative on time
Results and impact
- 80% reduction in manual effort on write-off creation
- 50+ human hours saved every month on this workflow alone
- Consistent, auditable records with far less manual data entry
- A reusable automation foundation for further Salesforce workflows