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Introducing Flow Orchestrator: Unify Your Complex Business Processes Without Code


As an admin, you know your workflow requirements are becoming increasingly complex. What once were simple processes now span multiple users or departments. You may have to wait days, weeks, or months between each stage of a workflow. Every handoff between users or waiting period between steps is a potentially costly gap for your business. These gaps reduce productivity, lower customer satisfaction, and lead to lost revenue.

Unfortunately, as teams have become more distributed, these gaps have only widened. Our users are adapting to remote meetings and digital channels. They’re frazzled and struggling to keep up. They rely on us to quickly configure, deploy, and maintain sophisticated and seamless business workflows.

Introducing Flow Orchestrator

Flow Orchestrator was created so admins like you can quickly create sophisticated multi-user, multi-step automated business processes with clicks, not code.

Screengrab of Orchestrator within Flow Builder.

Experienced Salesforce Admins will tell you that Flow is the secret sauce to maximizing your impact and creating the best user experiences. Flow Orchestrator allows you to amplify the impact of your new and existing flows by introducing two new features: steps and stages.

Steps define which flow(s) you’d like to execute, any individuals who are assigned to the step, the notifications they should receive, and where the flow should appear, such as a record page. Steps can be assigned sequentially or in parallel, for maximum flexibility.

Stages group steps together and are executed sequentially. They can be separated by a Decision element to support complex logic. In other words, a stage is comprised of one or more steps.

By organizing multiple flows into steps, and multiple steps into stages, Flow Orchestrator can bridge the widening gaps in business workflow. That means supercharged productivity, happy customers, and increased revenue.

Orchestrate multi-user, multi-step, and multi-stage flows

Example image of a Record-Triggered Flow that has multi-users and involves a multi-step process.

Orchestrate multi-user flows: Perfect for a task that needs to be assigned to multiple users in sequence or parallel. Create task lists that intelligently allow a user to complete work and a supervisor to sign off on it or a parallel task that allows agents to complete tasks as they are available.

Image showcasing how you can orchestrate multi-user flows with tasks that need to be assigned to multiple users in sequence or parallel.

Orchestrate multi-step flows: Combine related tasks into a single stage. Embed in a record page to handle checklists or onboarding. Perfect for new sales users assigned to new accounts, or an agent supporting a complex customer case.

Screenshot showcasing a multi-step flow and how you can combine related tasks into a single stage.

Orchestrate multi-stage flows: Break apart complex workflows into sets of related stages that span lengths of time and various teams. Streamline your contract renewal process and account outreach automatically, across weeks, months, or years.

Orchestrate workflows with work queues, notifications, + intelligent decisioning

Embed your orchestrations directly in your record pages to bring productivity to your users where they need it most. Your users will have access to helpful context, including current progress and any action that has previously been taken. Embed user-specific guided workflows to supercharge your users’ productivity. They will thank you for bringing value to them.

Screengrab example of intelligent decisioning within Orchestrator. Lastly, Flow Orchestrator allows you to monitor and streamline the flows you’ve configured and deployed. An admin who knows their org is a happy admin. This feature will allow you to identify bottlenecks and opportunities as you track the performance of individual executions. Bring the results to your next ops meeting as supporting evidence for business impact or opportunity for improvement.

To dive deeper into Flow Orchestrator, be sure to bookmark one of these sessions at TrailheaDX 2021:

For additional Flow content, check out our Automation Resource Page.

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