Ruth and Cloudy having a picnic next to text that says "Learn MOAR: #4 Orchestrator."

Learn Moar in Spring ’22 with Orchestrator 🤖

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Follow and complete a Learn MOAR Spring ’22 trailmix for admins or developers by March 31, 2022, 11:59 p.m. PT, to earn a special community badge and enter for a chance to win one of five $200 USD Salesforce Certification vouchers. Learn how to participate and review the Official Rules by visiting the Trailhead Quests page.

Unify multi-user, multi-step workflows with Orchestrator

I’m super excited to introduce the newest features in our generally available (GA) release of Orchestrator. As an admin, if you’ve been looking for a way to capture your business processes digitally and unify the many flows that encapsulate them, then Orchestrator is for you. Customers use Orchestrator to cover a wide range of processes, from new customer onboarding to incident management.

A record-triggered orchestration.

In our Spring ’22 Release, you’ll have increased power over who you can involve in your orchestrations, how and when your orchestrations run, and how you oversee and control running orchestrations. Check out some of the new features below!

Note: Pricing details will be available when the product becomes generally available on February 15.

Assign to groups, queues, and resources

If you’ve been using Orchestrator in our pilot and beta releases, you’ve seen the power it gives you over your complex, multi-user processes. Much of this comes in the form of interactive steps, which automate task management and hand-off between the steps in your process. In the past, interactive steps could be assigned to users, but in our Spring ’22 Release, Orchestrator allows you to assign steps to groups, queues, and resources.

An interactive step in Orchestrator that can be assigned to a group, queue, or resources in addition to a user.

This is huge for those of you who don’t just have single users that are responsible for every task in your processes! When coordinating across multiple teams, there needs to be flexibility in regard to how many people are in charge of a work item—with Orchestrator, you’ll now have this control.

Utilize two new list views

As an admin, your experience using Orchestrator will also be getting a big upgrade. We have two new list views: Orchestration Runs and Orchestration Work Items.

The Orchestration Runs list view gives you a consolidated view of every orchestration that’s ever been kicked off in your org.

Orchestration Runs list view.

The Orchestration Work Items list view allows your end users to more efficiently track all of their assigned work.

Orchestration Work Items list view.

Access a full orchestration history

Upon clicking into an orchestration run, you can access its full history. You’ll see a step-by-step account of what’s been completed in the orchestration so far, who completed it, and how long it took. The Run History is a great starting point for identifying bottlenecks in your process.

Orchestration Run History.

Cancel an orchestration

You can cancel a running orchestration if you no longer need it to run. Simply click the dropdown arrow for the orchestration run, then click Cancel Orchestration. All pending work items will be terminated.

Canceling an orchestration.

Reassign a work item

Let’s say your orchestration is stalled because the assignee is on vacation. Rather than cancel the process entirely, you can reassign the work item as an admin, allowing the existing blocker to be removed.

Reassigning an orchestration work item to another user.

Debug pending orchestrations

If an orchestration is stuck or not functioning as expected, you may want to visualize its progress through each stage. To do so, you can open the orchestration in our Debugger. The Debugger is a great tool for seeing the progress your orchestration has made. Additionally, the Debugger will list real values of any variables in your Orchestration.

Debugging an orchestration.

Debugging an orchestration.

 

Create evaluation flows

A feature of Orchestrator that has come in handy for a lot of Flownatics is the ability to control the order of execution of your flows. Evaluation flows will give you even more control; you can leverage the flexibility of autolaunched flows in setting entry and exit criteria for your orchestration steps and stages. For example, if you’d like a stage to terminate once an opportunity has been marked Closed, you can create an evaluation flow to check this exact condition, and use it as an exit condition in Orchestrator.

An evaluation flow referenced in Orchestrator.

Don’t forget to watch the Spring ’22 Admin Preview on February 4 during Release Readiness Live to see demos of a subset of these new, exciting features. And be sure to check out the Learn MOAR Spring ’22 for Admins Trailmix and follow along on the blog this week for more Learn MOAR!

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