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Maintain Your Hyperautomation Specialist Certification for Winter ’25

Learning Objectives

After completing this unit, you’ll be able to:

  • List the key components of MuleSoft hyperautomation.
  • Describe three new types of process executions in Robotic Process Automation (RPA) Manager.
  • Use new variable types as activity parameters in Robotic Process Automation (RPA) Builder.
  • Invoke RPA services from Salesforce Flow.
  • Share variables across workflows using Session Based Variables.
  • Automate data extraction, transformation, and processing using MuleSoft Intelligent Document Processing (IDP).

Maintain Your Certification

If you hold the Hyperautomation Specialist credential, keep in mind that you need to complete this module by the due date to maintain your certification. Another important part of maintaining your credential is ensuring your Trailhead and Webassessor accounts are linked.

Interested in learning more about getting certified? Check out the Hyperautomation Specialist credential.

Note

While anyone can earn this badge, this module is designed for those who hold the Hyperautomation Specialist certification.

Protect the Integrity of Your Certification

The quality of our certification exams and the value that our credentials provide are our highest priority. Protecting the security and confidentiality of our exams is essential to providing our customers with credentials that are respected and industry-leading.

As a participant of the Salesforce Certification Program, you’re required to accept the terms of the Salesforce Credential and Certification Program Agreement. Please review the Salesforce certification exam-taking policies in the Salesforce Credential and Certification Program Agreement and Code of Conduct Trailhead Help article for more details.

Hyperautomation

Hyperautomation utilizes advanced technologies such as AI, machine learning, robotic process automation, and no-code or low-code development tools. Hyperautomation specialists apply the latest technology solutions to automate an organization’s IT and business processes. Earning the Hyperautomation Specialist credential demonstrates a person’s ability to develop hyperautomation solutions across Salesforce and MuleSoft products.

Let’s review a few topics and the latest MuleSoft feature updates that are important to hyperautomation specialists.

Hyperautomation Specialist Basics

Hyperautomation is the most recent evolution in business automation. Specialists combine the latest advances in AI and machine learning, standard automation practices, and new methodologies to create innovative, next-level solutions for enterprise automation. Specialists use hyperautomation to update legacy systems, build better process management systems, and create connections between disparate systems within an organization.

Specialists use a disciplined approach to identify and assess automation opportunities, then select and implement those with a positive impact on KPIs. Specialists look to achieve specific outcomes to benefit their organization by:

  • Increasing efficiency, automating tasks once dependent only on human insight and input, and identifying connections between processes and KPIs.
  • Enhancing collaboration by providing tools that bridge gaps between business and IT, integrating systems, and streamlining processes.
  • Improving agility, adapting to market changes, and pursuing emerging opportunities.
  • Scaling solutions, automating complex workflows, and integrating data sources.

Key components and the the way they are used by MuleSoft hyperautomation specialists include:

  • MuleSoft Anypoint Platform is used to design, build, and manage APIs and integrations at scale. It helps connect different systems and applications for seamless data flow.
  • MuleSoft Composer is a no-code tool that allows business users to create integrations and automate workflows without writing code.
  • MuleSoft Robotic Process Automation (RPA) automates manual, repetitive tasks by using bots. It saves time and reduces errors by automating processes that require human input.
  • MuleSoft Intelligent Document Processing (IDP) is a workflow technology that uses AI capabilities to extract and process large amounts of data from documents in varied formats.
  • Salesforce Flow is a tool within Salesforce that allows users to automate complex business processes using a visual interface. It can be used to create workflows, approvals, and other automated processes.
  • Salesforce Flow Orchestration is an extension of Salesforce Flow that allows users to create sophisticated, multi-step workflows that span across different systems and applications.
  • Anypoint Exchange is a marketplace for discovering, sharing, and reusing integration assets, including APIs, connectors, and templates.

Let’s take a closer look at how hyperautomation uses MuleSoft RPA as a primary building block to provide technology solutions.

RPA bots can interact with applications, extract data, read images, and manipulate computer input faster and more accurately than humans. MuleSoft RPA can automate processes that require human input and interact with systems that don’t have an API available for consumption.

MuleSoft RPA has two important applications with different update methods.

  • MuleSoft RPA Manager is a cloud-based server that updates automatically, so you don’t need to perform any tasks to work with the latest version. It’s the central hub for managing, testing, and deploying your RPA processes.
  • MuleSoft RPA Builder is an application that resides on your computer and serves as a development environment to configure and implement your RPA processes. The latest version of RPA Builder is available for download as soon as it’s released, and you must manually update it in your local environment.

This configuration allows you to implement your RPA process in a secure development environment (RPA Builder) while maintaining access to the collaborative and project management features in MuleSoft RPA Manager.

The next three topics cover key updates in RPA: new process execution types in RPA Manager, new variable types as activity parameters in RPA Builder, and how to invoke RPA services from Salesforce Flow.

New Process Execution Types in RPA Manager

In RPA Manager, you can now configure additional types of process executions, providing new functionality for developers and admins to execute an automated process. The new types of process executions are interval triggers, cron triggers, and on-demand executions. These are supported by bots running version 1.7.0 or later. Previously, process executions were scheduled by calendar only. Now, you can deploy interval or cron triggers as well. Let’s review how.

Deploying automations involves building and testing your process model and its configuration. After successful tests, you can transition to the final lifecycle phase: production. Transition the project to the production phase, deploy a run configuration to a bot, and the process is ready to run. When creating the run configuration, there are three options that determine how or when the process executes.

  • Create and deploy a Scheduled Run Configuration to run the process automatically at defined times.
  • Create and publish an Invocable Run Configuration to use within other Salesforce products.
  • Create an On-Demand Run Configuration to start the process manually.

Invocable and on-demand run configurations don’t have schedules. For a scheduled run configuration, choose from these options.

  • Calendar scheduling: Choose a date
  • Interval scheduling: Enter an interval to repeat a process. The process starts once at the beginning of each interval.
  • Cron scheduling: A cron expression is a standardized description of time and date information used to define complex intervals. The cron format consists of five required settings in a specific order.

The scheduler supports most standard cron expressions. Find out more about cron and interval scheduling in Deploying Automations.

Use New Variable Types in RPA Builder

Developers have added options with new variable types in RPA Builder. Two new variable types are available as activity parameters: Connected App Credentials and Execution ID. Activity parameters let you map variables to use not only in a workflow but also in the activities of the business process and gateways. Here’s how the two new variables are used.

Connected App Credentials

These credentials are used to access MuleSoft IDP through RPA Builder action steps. Essentially, they allow your RPA processes to interact with the IDP system securely.

Execution ID

This parameter is used when you invoke deployed RPA or IDP APIs. When the RPA process is deployed, an API is created with two methods of being invoked: idempotent or non-idempotent. Here’s how each is used.

  • Idempotent invocation: An Execution ID is passed while invoking an RPA process, which ensures that if the same ID is used again, it won’t start a new instance of the process. This is useful for avoiding duplicate processes and ensuring consistency.
  • Non-Idempotent invocation: An Execution ID is not passed, so a new process instance is started every time the API is called. This is useful when you need to run the process multiple times independently.

Status tracking: The Execution ID can also be used to invoke another method of the API that returns the status of the process run. This helps monitor and manage the process effectively.

Invoke RPA Services from Salesforce Flow

Integrate MuleSoft’s RPA capabilities directly into Salesforce workflows. Publish an RPA process to Salesforce to use as an invocable action in Salesforce Flow. This integration lets you automate processes with RPA from within Salesforce, making it easier to handle repetitive tasks and streamline workflows. Let’s quickly recap flow terminology before discussing how to run an RPA process as part of a Salesforce Flow.

You may have heard several terms referring to flows, so let’s clarify what each term means.

  • Salesforce Flow: The term for processes in Salesforce that allows you to create, manage, and run automation with clicks, not code. It also includes products like Flow Orchestration and Flow Integration powered by MuleSoft.
  • Flow: An automation configuration saved in Salesforce with the structure of a flowchart. The flow automates a business process by collecting and using data. It can affect things in your Salesforce org and an external system.
  • Flow Builder: The primary tool for creating flows, where you add elements to a workspace, known as the canvas, to build a flow.

To start using RPA in a flow, configure the connection between MuleSoft Anypoint Platform and your org to import MuleSoft RPA APIs. Then, register the APIs as an external service to use them in flows. After you make a MuleSoft RPA process available to flows, you can start and check the status of the process from a flow.

To run RPA processes as part of a Salesforce Flow, follow these steps.

  1. Create an automation project.
  2. Build your process in RPA Builder.
  3. Publish an invocable run configuration to Salesforce in RPA Manager.
  4. Call the Invocable Actions from Salesforce Flow.

For detailed information on each step, check out Invoke RPA Services from Salesforce Flow in MuleSoft documentation.

You’ve just learned about three important updates affecting MuleSoft RPA: new process execution types, new variable types to use as activity parameters, and methods to invoke RPA services from Salesforce Flow.

Next up, find out about Session Based Variables and intelligent document processing. These are two more MuleSoft feature updates to save you workflow setup time and automate more document processing.

Share Variables Across Workflows with Session Based Variables

Variables are powerful tools that allow you to save and use values throughout your Workflow. Use Session Based Variables to share variables across all workflows that run inside the same session.

You can define session variables of the following types.

  • Alphanumeric
  • Integer
  • Floating-point
  • Boolean
  • Array
  • User account
  • Web Session ID

Use the Set Variable and the Set Array Variable action steps to overwrite the initial variable values with new values at a later point in the Workflow.

You can include only one instance of Session Based Variables in a Workflow, which must be in the Workflow Initialization section. All Session Based Variables are outbound variables. Variables are specified in the format: Workflow Based Variables.<variableName>.

By sharing variables across workflows, you can reduce redundancy and improve the efficiency of your processes, saving time and resources.

Automate Intelligent Data Extraction, Transformation, and Processing

MuleSoft Intelligent Document Processing (IDP) enables you to read invoices, purchase orders, and other unstructured or semi-structured documents, easily extract their data, and further analyze the content using advanced AI capabilities. With the simple IDP interface, you can create and publish document actions as APIs to use for further integration with RPA.

A document action is a multistep process that uses AI to scan a document, filter out fields, and return a structured response as a JSON object. Each document action defines the types of documents it expects as input, the fields to extract, and the fields to filter out from the response. Each processed document shows a confidence score for each extracted field. The confidence score represents the probability that IDP has properly extracted the value from a document. For example, a confidence score of 100% means that IDP extracted the value with total accuracy.

The IDP interface lets you set up parameters that guide your document action. You can hide fields, mark fields as required, configure the minimum acceptable confidence score for each extracted field and configure prompts to enhance and refine the data-extraction process by asking questions using natural language.

You can add single reviewers or teams to the document action to handle human review if the confidence score is below the defined threshold.

Sum It Up

You’ve learned about some of the most important MuleSoft feature releases over the past year. Now it’s time to test your understanding of these topics and complete the exam to maintain your Hyperautomation Specialist certification.

Resources

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