Enhancing Data Management with Power Automate Desktop for a UK Business Process Agency

Client Overview 

A leading UK-based Business Process Agency specializing in nationwide survey operations for diverse clients. The agency manages large-scale data collection through its dispersed network of field agents. 

Business Need 

The agency needed an automated data entry solution to efficiently transfer survey data collected by field agents into their customized Salesforce CRM, without providing CRM access to all agents. 

Challenges 

• Centralizing nationwide survey data without compromising CRM security. 

• Handling customized Salesforce CRM architecture built for specific client requirements. 

• Managing formatted Excel submissions from multiple agents while ensuring data accuracy. 

Solution Implemented 

Star Knowledge developed a Power Automate Desktop UI automation to streamline and secure the agency’s data management process: 

1. Automated Data Extraction – Extracted survey data from Excel files submitted by agents. 
2. CRM Integration via REST API – Cleaned and validated data automatically updated in Salesforce CRM. 
3. Unattended Nightly Automation – Automated process ran at midnight, generating detailed success and error reports. 

Technical Highlights 

• Automation Tool: Microsoft Power Automate Desktop 

• Data Handling: Extraction, reconciliation, and cleaning from Excel submissions 

• Integration: Salesforce CRM using REST API calls 

• Process Flow: Fully unattended automation with nightly scheduled runs and reporting 

 
Benefits Delivered 

• Streamlined Data Entry – Eliminated manual uploads, increasing efficiency. 

• Improved Data Security – Restricted CRM access to authorized personnel. 

• Enhanced Reporting – Clear visibility into successes and exceptions via automated reports. 

• Cost Savings – Reduced manual effort lowered operational costs. 

• Future Scalability – Built to handle growing data volumes and additional CRM workflows. 

 
Conclusion 
Through the strategic implementation of Power Automate Desktop, Star Knowledge enabled the UK Business Process Agency to modernize its data management approach. The automation not only improved efficiency and accuracy but also ensured security and scalability, empowering the agency to better serve its clients.