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Incident Management App Template for Salesforce

Incident Management App Template for Salesforce

by UiPath


Process Mining App Template






UiPath Process Mining

UiPath Process Mining offers a range of pre-built app templates designed for various processes and source systems. These templates serve as a starting point for creating your own process apps. By leveraging the digital footprints left within your systems and applications, Process Mining provides a comprehensive overview of your processes, capturing every detail. Customizability is a key feature of these out-of-the-box (OOB) Process Mining app templates, allowing you to tailor them to your specific business requirements. Once customized, you can publish them along with a set of dashboards and key performance indicators (KPIs), empowering business users to monitor and analyze processes in-depth.

Incident Asset Management Process

In Salesforce, incidents are referred to as Cases. The Incident Management process commences when a case is reported and concludes upon its resolution. The core activities involved in the Incident Management process include opening new cases, assigning them to the appropriate users, addressing the issues, and ultimately resolving and closing the cases. Throughout the process, reassignments to different users may occur based on factors such as the correctness of the initial assignment, the suitability of the assigned user for resolving a specific case, or the need for multiple users' involvement in case resolution.

Utilizing the Salesforce Incident Management app template, you can load raw input data from Salesforce for the Incident Management process. This data can be extracted to either Snowflake or SQL Server using CData Sync. The raw input data then undergoes a series of transformations facilitated by dbt (data build tool), resulting in the required input data for Process Mining process apps.

Salesforce, a cloud-based CRM platform, offers comprehensive solutions for sales, marketing, customer service, and more. The advantages of using Salesforce include:
  • Centralized customer data: All customer-related information is stored in one centralized location, providing easy access and improved data management.
  • Automation of sales and marketing processes: Salesforce automates repetitive tasks, streamlines workflows, and enables efficient management of sales and marketing activities.
  • Enhanced collaboration and communication, customization, and scalability: Salesforce facilitates effective collaboration among team members, offers customization options to adapt to your specific business needs, and scales alongside your growing organization.
  • Improved customer service: Salesforce empowers businesses to deliver exceptional customer service by providing a unified view of customer interactions and enabling personalized engagement.
  • Analytics and insights: Salesforce offers robust analytics capabilities, allowing you to gain valuable insights into your business performance, customer behavior, and market trends.
  • Robust integration ecosystem: Salesforce integrates seamlessly with various third-party applications, enabling you to connect and leverage other tools and systems to enhance your business processes.



  • Achieve complete transparency over Incident Management processes on Salesforce to gain full visibility into the operations and ensure efficient handling of incidents.
  • Discover potential process improvement opportunities within your Incident Management workflows to optimize efficiency and enhance overall performance.
  • Identify the best areas for automation that will yield significant results, allowing you to streamline manual tasks and increase productivity.
  • Continuously monitor your Incident Management process to proactively identify bottlenecks, track performance metrics, and drive impactful changes that positively impact your business operations.



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Nov 16, 2023

Works with

Process Mining: 22.10+


SQL Server




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