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    WORKFLOW ORCHESTRATION FOR SALESFORCE

    Run workflows on Salesforce from intake to resolution

    Ortoo Orchestrator runs complex, high-volume workflows on Salesforce as one system. Service, revenue, intake, operations. From request to resolution. Natively on Salesforce. With AI under your control.

    Pick a workflow to orchestrate

    Salesforce-native. Solving complex workflow challenges since 2012.

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    WHY THIS MATTERS

    Salesforce workflows don't need more automation. They need control.

    As workflow volume and complexity grow, Salesforce gives you more pieces, not more control. Flow, Apex, queues, Agentforce, AI add-ons. Each works on its own. None runs the whole workflow. AI alone does not fix this.

    Ortoo orchestrating Salesforce, Flow, Agentforce, Slack, SAP, AWS, Stripe and Snowflake across cases, leads, accounts, tasks, requests, orders and SLAs

    Ortoo Orchestrator

    One system that runs your work in Salesforce.

    Salesforce gave you the pieces.

    Flow, Apex, routing rules, queues, Agentforce, and the AI tools layered on top. Each piece works on its own. No system runs them end to end.

    Ortoo Orchestrator runs them as one.

    It defines and controls how workflows execute across Salesforce and connected systems, coordinating AI, routing, automation, integrations, and agents within one structure.

    AI under your control.

    AI is applied selectively, where interpretation adds value. Deterministic logic controls what happens next. Predictable execution, traceable decisions.

    WHY ORTOO

    Built for operational control. Not AI hype.

    1. 100% Salesforce-native

      Runs inside your Salesforce org. Uses your data, permissions, flows, and Apex. No external infrastructure. No data movement.

    2. Works across your stack

      Workflows reach the systems the work depends on. ERPs, billing, messaging, APIs. Two-way: Ortoo calls out, other systems call in. Configured at the platform layer.

    3. Hybrid execution

      Each step is handled by a specialized agent with a narrow job. AI where interpretation helps, deterministic logic where certainty matters. Predictable outcomes, configured per step.

    4. Your AI, your control

      Bring your own LLM provider. Your API keys, your contract. Model selection per workflow. Switch providers without rebuilding.

    5. Changes in minutes, not sprints

      Operations teams update workflows directly. No Apex, no deployment, no waiting on engineering. Adjust and go live quick.

    6. Work-item pricing

      Priced per work item handled. Not per token. Not per agent action. Cost tracks operational volume and outcomes.

    SOLUTIONS

    From intake to resolution. Across service, revenue, and every operational workflow.

    Ortoo runs the workflows your team relies on every day.

    Cases closed. Leads assigned. Claims paid. Requests owned. Each workflow runs to its natural resolution.

    Each step is carried out by a specialized agent with one job: triage, enrichment, scoring, routing, assignment. Narrow scope, predictable outcomes, under your control.

    Service workflows

    Case lifecycle from triage to routing to resolution. Built for complex service operations with multi-factor routing, SLA awareness, and capacity-driven assignment. Senior agents focus on resolution. Specialist agents handle the triage.

    See service orchestration

    Revenue workflows

    Lead lifecycle from enrichment to scoring to routing to assignment. Built for revenue teams running high-volume lead intake who need consistent qualification, instant assignment, and no leads stuck in the wrong queue.

    See revenue orchestration

    Intake workflows

    Request lifecycle from classification to enrichment to routing to owner. Built for high-volume request intake across internal and external channels. One workflow handles email, form, chat, and API submissions consistently.

    See intake orchestration

    Insurance claims

    Claims lifecycle from intake to classification to assignment to resolution. Built for the operational realities of insurance claims at scale. Structured classification, capacity-aware assignment, and SLA tracking from first notice of loss to settlement.

    See claims orchestration

    Custom workflows

    Any operational process. Configure the workflow your team needs. Same configuration model, same governance, same observability. No code, no custom AI engineering, no IT dependency.

    See custom orchestration

    Each stage of a workflow is handled by a specialized agent.

    Case inEnrichedTriagedAssignedResolved
    1. 01Case in
    2. 02Enriched
    3. 03Triaged
    4. 04Assigned
    5. 05Resolved

    Without manual intervention.

    IN PRODUCTION

    In production at enterprise scale.

    Real numbers from teams running complex operational workflows on Salesforce.

    Cars.com

    33,600 hours

    reclaimed annually

    Senior agent triage time, returned to the team. Case lifecycle orchestrated end to end.

    Assent Compliance

    120,000+ records

    processed in 3 months

    Sixteen distinct workflows across sixteen teams. One configuration model.

    Sage Intacct

    50%

    improvement on time to resolve

    Support case workflows orchestrated end to end. Senior agents focused on resolution, not triage.

    CUSTOMER VOICE

    From the teams running complex high-volume workflows.

    Verified reviews from Salesforce teams on AppExchange.

    Improved visibility and case management

    Since implementing Q-assign, I receive notifications whenever a Data Services ticket is created, allowing me to track progress from creation through completion.

    Amon Kimutai

    Efficient and reliable experience with Ortoo

    Overall, the Ortoo app has been a good experience. It improved visibility, automated case assignment, and supported more balanced workloads.

    Shaik Farooq

    Improving workload distribution and team efficiency

    The process of assigning cases has become more structured and efficient, which has contributed to better coordination and visibility across the team.

    Wish Wanjala

    Responsive team, efficient product

    With over 1,000 cases coming in daily, we needed a structured approach to ensure cases are directed to the right teams, and within those teams, the right individuals based on availability and expertise.

    Mercy Kiprono

    Configurable for complex needs

    Q-Assign is highly configurable and has met our complex needs for case handling. The team has been heavily invested in finding and delivering a solution that best met our needs.

    Louisa Barrett

    Robust and configurable

    The Ortoo team did an amazing job helping us find solutions for our org which has many complex workflows and agents with varying abilities. The solution is very robust and configurable.

    Ellen Parker

    Improved visibility and case management

    Since implementing Q-assign, I receive notifications whenever a Data Services ticket is created, allowing me to track progress from creation through completion.

    Amon Kimutai

    Efficient and reliable experience with Ortoo

    Overall, the Ortoo app has been a good experience. It improved visibility, automated case assignment, and supported more balanced workloads.

    Shaik Farooq

    Improving workload distribution and team efficiency

    The process of assigning cases has become more structured and efficient, which has contributed to better coordination and visibility across the team.

    Wish Wanjala

    Responsive team, efficient product

    With over 1,000 cases coming in daily, we needed a structured approach to ensure cases are directed to the right teams, and within those teams, the right individuals based on availability and expertise.

    Mercy Kiprono

    Configurable for complex needs

    Q-Assign is highly configurable and has met our complex needs for case handling. The team has been heavily invested in finding and delivering a solution that best met our needs.

    Louisa Barrett

    Robust and configurable

    The Ortoo team did an amazing job helping us find solutions for our org which has many complex workflows and agents with varying abilities. The solution is very robust and configurable.

    Ellen Parker

    Improved visibility and case management

    Since implementing Q-assign, I receive notifications whenever a Data Services ticket is created, allowing me to track progress from creation through completion.

    Amon Kimutai

    Start where it hurts

    Pick the workflow that hurts most. Let's fix it.

    Start with orchestrating one high-volume workflow. Validate it in your Salesforce org. Expand from there. No big bangs.

    We know operational complexity, and we know Salesforce. On the platform since 2012.