Supercharge your Salesforce CRM with Pega’s Process Extender
Level up service without replacing your desktop
Pega Process Extender for Salesforce Lightning is a bundle of web components that seamlessly integrate Pega’s award-winning workflow automation and AI-decisioning capabilities directly into Salesforce Lightning. By replacing standard Salesforce workflows with Pega’s advanced workflow technology, the Process Extender empowers you to automate and orchestrate complex processes across all customer touchpoints and lines of business.
Harness the power of Pega’s workflow automation
Leverage Process Extender to harness Pega’s intelligent workflows across multiple systems, from front to back office, guiding agents and automating tasks to ensure:
- Consistent customer journeys across any channel – including self-service
- Effortless service and fast resolutions
- End-to-end transparency, auditability, and compliance
Pega’s case workflows easily integrate into your Salesforce environment – so you can transform your customer experience without disruption.
Maximize your Salesforce investment, effortlessly
Faster resolutions
Embedding Pega CS into a Salesforce desktop delivers value by orchestrating and automating work from end to end using case management, AI and robotics. That means reduced average handle time, faster service resolutions, reduced maintenance costs, increased scalability without additional coding, and a customer-centric approach that enables case activation across all customer-facing channels.
Automation without disruption
The Process Extender for Salesforce Lightning allows organizations to start automating more processes and orchestrating more work without requiring a lengthy setup or any downtime. Organizations don’t have to choose between business continuity and customer service automation.
Easy to deploy
Drag-and-drop installation, a native Salesforce UI, and Pega’s industry-leading low code case management allow organizations to leverage the Pega Process Extender without writing any code on the Salesforce platform. Deploy quickly with automatic data refresh and pre-built case types right out of the box.
Empower customers to self-solve and self-resolve
Pega Process Extender brings workflows to externally visible self-service sites, enabling customers to advance and resolve their own service cases independently, 24/7. Customers can pick up where they left off when returning at another time, in another channel, or when escalating to an agent. Agents always see exactly where customers are in their journeys and can jump in to help – fully informed.
With Pega Process Extender for Salesforce Lightning, Royal Bank of Canada (RBC) saves 7200 hours and $2.4 million annually.
It's easy to get started
With Pega Case Management in place, you’re ready to deploy – as fast as lightning.
Already using Pega Case Management?
Download Pega Process Extender in Pega Marketplace or on Salesforce AppExchange. To learn more about the features and benefits of the Process Extender, view product documentation.
Interested in using Pega Case Management?
Contact sales to find out how Pega Case Management enables you to leverage the power of Pega workflows to intelligently guide and seamlessly automate your business processes.