Let's talk about your workflows in San Francisco
Ortoo Orchestrator runs Salesforce service, revenue, and intake work as one system, with AI applied only where it helps. Book a time below and we will meet you at Moscone Center, or wherever is easiest during Dreamforce week.
Why book time with us
Three reasons to grab a slot on the calendar
Meet where it works for you
Pick a slot and the Ortoo team will meet you at Moscone Center, or over coffee nearby.
See Orchestrator run a real workflow
A focused, live walkthrough of how Ortoo Orchestrator handles a Salesforce workflow end to end.
Talk to the team that builds it
Meetings run with the same people who scope and deliver your first workflow.
Ortoo Orchestrator
One system runs the Salesforce work your team currently holds together
Ortoo Orchestrator is the execution layer that runs complex, high-volume workflows on Salesforce as one system: service, revenue, intake, and operations, from request to resolution. Specialist agents own defined steps, deterministic logic runs where certainty matters, and AI is applied only where interpretation adds value.
Orchestrator extends what you have already built. Existing Flows and Apex keep running, called as steps inside the orchestrated workflow, so the first workflow can go live in weeks rather than a rebuild.
- Specialist agents each own one stage of a workflow, with a defined role and bounded tools
- Governance is built into every step: which model runs, what data it can see, where deterministic logic takes over
- Orchestrator reaches beyond Salesforce through APIs and MCP-compliant interfaces, governed by the same audit trail
- Existing Flows and Apex keep running as steps inside the orchestrated workflow; nothing is replaced
Proven at scale: Assent Compliance runs Ortoo Orchestrator across 16 teams and 16 use cases, processing 120,000-plus records in the first three months, with Criticality 5 reliability across 15 of the 16.
Service workflows
Cases are triaged, routed, and resolved as one system, not handed between queues.
Revenue workflows
Leads and opportunities move through assignment and follow-up without waiting on a rep to notice.
Intake and requests
Requests arriving by email or form are classified and routed the moment they land.
Q-assign
Skills, capacity, schedule, and territory-based routing built into every assignment.
Email-to-Anything
Inbound email becomes a case, a lead, or a task automatically, without a manual triage step.
Governed AI
AI runs only where interpretation is needed; deterministic logic runs everywhere certainty matters.
Where Orchestrator runs
One execution model, wherever the work lives
The same execution layer extends across the industries and workflows Salesforce teams run every day.
Insurance
Claims and endorsements move through review and approval as one governed workflow.
Financial services
Account servicing and compliance requests route and resolve without leaving Salesforce.
SaaS and technology
Support and renewal workflows run end to end, from the first ticket to resolution.
Healthcare and life sciences
Patient and provider requests are triaged and routed under the same governance model as everything else in the org.
Dreamforce 2026
The Ortoo team is in San Francisco all week
The Ortoo team is on the ground for the full event, meeting customers and prospects around Moscone Center, over breakfast, or wherever is easiest. Book a slot below and we will find a time and a place that works.
FAQ
Questions before you book
What is Ortoo Orchestrator?
Ortoo Orchestrator is the execution layer that runs complex, high-volume workflows on Salesforce as one system, from intake to resolution, with AI applied only where it helps.
How do I meet the Ortoo team at Dreamforce?
Book a slot using the scheduler on this page. We will confirm a time and a place, at Moscone Center, over breakfast, or wherever is easiest for you.
Does Ortoo Orchestrator replace Agentforce?
No. Most customers run both. Agentforce handles conversational front-end interactions; Ortoo Orchestrator coordinates backend execution, routing, approvals, and the multi-step workflows Agentforce does not reach.
How long does the first workflow take to go live?
Most teams stabilise a first workflow in weeks. We scope a pilot around one workflow, validate it with your team, and expand from there.
Book a time at Dreamforce
Pick a slot below. We will confirm the place once it is booked, no forms to fill out first.
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