Case Study: Non-Profit Solutions Provider saves 150 man-hours per month with Synerzip RPA

Synerzip Helps A Non-Profit Solutions Provider Save 150 Man-Hours Per Month With RPA

Non-Profit Solutions Provider Company worked with Synerzip to address a manual Salesforce data-loading process that was consuming about 150 man-hours each month. The team was using Salesforce Data Loader to perform Insert/Update operations across different objects with CSV files for multiple organizations, requiring 28 manual steps and creating a risk of errors.

Synerzip implemented a UiPath-based RPA solution to automate the end-to-end Salesforce upload workflow. The automation supports multiple organizations, objects, and Insert/Update operations, sends success/failure email notifications after each run, and reduced execution time to about 10 minutes for 2 objects across 2 operations—saving approximately 150 man-hours per month.