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    Orchestration for Salesforce operations

    Find the right workflow to orchestrate.

    Ortoo Orchestrator unifies the Flows, automations, agents and external systems behind your highest-volume Salesforce work, so every case, lead and request is handled as one coordinated workflow.

    Ortoo Orchestrator is the Salesforce-native system that runs them as one workflow.

    Trusted by operations teams handling complex, high-volume Salesforce workflows

    Sage
    IG
    Novartis
    Health Care Service Corporation
    DoorDash
    Splunk
    Jaguar Land Rover
    OppFi
    Komatsu
    Verivox
    Volvo
    Sage
    IG
    Novartis
    Health Care Service Corporation
    DoorDash
    Splunk
    Jaguar Land Rover
    OppFi
    Komatsu
    Verivox
    Volvo

    Workflow domains

    Start with the workflow that's costing you most.

    Coordinate the Flows, automations, native functionalities, external systems and agents. Work clears faster and operations teams stop firefighting.

    Service workflows

    Cases, case escalations, SLAs
    • Auto-route cases to the right team and owner
    • Escalate stuck work before SLAs slip, cutting case lifecycles
    • Keep queues balanced across shifts and regions

    Revenue workflows

    Leads, accounts, renewals
    • Assign leads on clear rules to lift speed to lead
    • Trigger renewal and expansion plays on time
    • Keep pipeline data clean and current

    Intake and request

    Email, forms, mailboxes
    • Normalize unstructured input into structured work
    • Classify and enrich before assignment
    • Surface exceptions where decisions get made

    Custom workflows

    Patterns that do not fit a template
    • Configure step by step, no code required
    • Reuse the same governance model
    • Scale to thousands of records a day

    Omnichannel workflows

    Channels, teams, regions
    • Continue work across handoffs
    • Account for capacity and skills at every step
    • Keep context intact across languages

    Email-to-Anything

    Inbound email becomes Salesforce work
    • Turn email into structured workflows
    • Route, escalate, and coordinate automatically
    • Audit every step end to end

    Use cases

    One system. Every workflow pattern you run.

    The same patterns repeat across high-volume Salesforce operations. Ortoo Ortoo Orchestrator runs each one as a coordinated workflow, not a tangle of Flows and hard-coded logic.

    Patterns we run every day

    Each runs as a single orchestrated workflow, not a tangle of Flows and bolt-ons.

    Case lifecycle management

    Open, work, resolve, close. One workflow across the full case, not a stack of Flows per stage.

    Triage and routing

    Classify incoming work and send it to the right queue or owner on rules you can read.

    Intake handling

    Email, forms, portals and shared mailboxes turned into structured, trackable work.

    SLA management and escalations

    Track time against policy and escalate before SLAs slip, with a clear audit trail.

    Lead routing

    Speed to lead that does not depend on who is at their desk or which rep owns the territory.

    Complex multi-step and system workflows

    Long-running, multi-system processes coordinated end to end across Salesforce and external apps.

    Case lifecycle management

    Open, work, resolve, close. One workflow across the full case, not a stack of Flows per stage.

    Triage and routing

    Classify incoming work and send it to the right queue or owner on rules you can read.

    Intake handling

    Email, forms, portals and shared mailboxes turned into structured, trackable work.

    SLA management and escalations

    Track time against policy and escalate before SLAs slip, with a clear audit trail.

    Lead routing

    Speed to lead that does not depend on who is at their desk or which rep owns the territory.

    Complex multi-step and system workflows

    Long-running, multi-system processes coordinated end to end across Salesforce and external apps.

    Patterns we run every day

    Each runs as a single orchestrated workflow, not a tangle of Flows and bolt-ons.

    By use case

    Looking for a specific scenario?

    Understand how operations teams have replaced stacks of Flows, automations and external tools with coordinated workflows in Salesforce.

    Scale what your team can handle

    Hours back for operations, shorter case lifecycles, faster speed to lead.

    Give operations teams hours back.

    Let operations leads describe the workflow they need. Ortoo Orchestrator handles classification, routing, and execution against your systems of record, replacing brittle Flow chains and external glue scripts.

    Cut case lifecycles and speed to lead.

    Stop spending senior engineering cycles maintaining stacks of one-off automations. Coordinated workflows clear queues faster, shorten case lifecycles, and put leads in front of the right owner on time.

    Route this case to the claims team and notify the customer.

    Industries

    Built for industries where operations can't drift.

    Ortoo Orchestrator runs the high-volume, regulated workflows inside Salesforce. Run steps that require predictability with deterministic logic. Use AI only where interpretation genuinely helps.

    Insurance

    High-volume claims handled end to end, from FNOL through triage and assignment. Deterministic rules for compliance, controlled AI for interpretation.

    SaaS and tech

    Service operations, customer workflows and internal request handling coordinated inside Salesforce, without bolt-on tools or brittle automations.

    Health care

    Patient intake, referrals and case coordination handled inside Salesforce, with deterministic rules for compliance and controlled AI for clinical-adjacent interpretation.

    Pricing model

    Pay for work completed, not tokens burned.

    Most agentic platforms bill per action and per token, so costs climb with activity. Ortoo prices per work item handled, so spend tracks operational volume and outcomes.

    Typical agentic pricing

    Per action, per token.

    You pay for:

    • Every agent action triggered
    • Every token consumed per call
    • Idle retries and tool loops
    • Overage tiers as usage grows

    Costs scale with activity, not outcomes.

    Standard approach

    Ortoo Orchestrator

    Per work item handled.

    case resolved, lead routed, request handled

    You pay for:

    • Cases handled and assigned
    • Leads routed to the right owner
    • Requests handled to completion
    • Renewals and approvals executed

    Curious how work-item pricing plays out for your team? Learn more

    ORCHESTRATOR FOR SALESFORCE

    For the workflows you run on Salesforce. For the stack you already built.

    Orchestrator overview

    What it is and why it exists.

    Learn more

    How it works

    Intake, routing, agents, approvals, governance, insights.

    Learn more

    Agents

    Specialized execution units behind each step.

    Learn more

    Prefer a walkthrough? Book a demo →

    Ready when you are

    See orchestration in action.

    Book a 30-minute session. We will map one of your highest-volume Salesforce workflows and show where orchestration cuts cycle time and frees your operations team.