We were inspired by listening to the needs of SalesOps and hearing how they spent tons of time working on manual processes that were boring and repetitive.
What it does
Using ServiceNow, Okta, and Salesforce, our playbook streamlines the process with greater speed and accuracy. It checks ServiceNow for new sales onboarding requests, checks the time constraints, validates in Okta, takes a pre existing user in Salesforce and copies it with the replaced new user info, posts it to Salesforce and finally updates the ServiceNow ticket.
How I built it
We built it by first defining the requirements with SalesOps, figuring out how to mimic the key steps using Salesforce’s API, applying those steps within Salesforce to XSOAR, even modifying the Salesforce integration settings. Then we tested the commands using ServiceNow as a way to retrieve the data we need to ingest, and used dummy data to ensure we were getting the desired outputs.
Challenges I ran into
Accomplishments that I'm proud of
Proud of building custom automation scripts to process the JSON template used by salesforce. Also proud of the speed in which we were able to develop at. We are also proud of all new knowledge we have for the Okta, Salesforce, and ServiceNow API’s which our playbook utilized.
What I learned
We learned that XSOAR enables very easy overall task execution, however, these tasks are often reliant on custom integrations that may lack the necessary features. Luckily, we can easily build those features ourselves. Building this process and participating in this Hackathon helped our team in accessing other XSOAR use cases and developing our XSOAR pipeline.
What's next for Sales User Onboarding
We are planning on adding more tasks such as assigning permission groups within salesforce as well as further exception handling. On the business end we want to formalize the data entry into ServiceNow. By automating this process, we are also creating other automation opportunities to eliminate other manual business steps for this process