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[Skip to main content](#main-content)

[Support](/support)[Contact](/contact)

[![Ortoo logo, workflow orchestration for Salesforce](/assets/ortoo-logo-gradient-C54UkOOH.webp)](/)

Ortoo Orchestrator

Solutions

Why Ortoo

Resources

About

[Pricing](/pricing)

[Map your workflow](/contact?intent=workflow-mapping)[Book a demo](/contact?intent=demo)

[Book a demo](/contact?intent=demo)

Ortoo at Dreamforce 2026

# 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.

[Book a time at Dreamforce ](#book-a-time-at-dreamforce)

Sept 15–17, 2026 Moscone Center, SF Meetings by appointment 

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.

[Book a time at Dreamforce ](#book-a-time-at-dreamforce)

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.

September 15 to 17, 2026 Moscone Center, San Francisco Meetings by appointment 

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.

Scheduler not loading? [Open the booking page in a new tab.](https://calendly.com/d/cqf4-ntd-428/meet-with-ortoo-in-san-francisco)

![Ortoo logo, workflow orchestration for Salesforce](/assets/ortoo-logo-C6Mjw-cG.svg)

Workflow orchestration in Salesforce, executed by specialized agents under controlled AI.

PRODUCT

-   [Orchestrator](/orchestrator)
-   [Solutions](/solutions)
-   [Pricing](/pricing)

## PRODUCT

-   [Orchestrator](/orchestrator)
-   [Solutions](/solutions)
-   [Pricing](/pricing)

WHY

-   [Why Orchestrator](/why-orchestrator)
-   [Customers](/case-studies)

## WHY

-   [Why Orchestrator](/why-orchestrator)
-   [Customers](/case-studies)

RESOURCES

-   [Blog](/resources/blog)
-   [Downloads](/resources/downloads)

## RESOURCES

-   [Blog](/resources/blog)
-   [Downloads](/resources/downloads)

USE CASES

-   [Case assignment](/case-assignment)
-   [Lead assignment](/lead-assignment-in-salesforce)
-   [Email-to-Anything](/solutions/email-to-anything)
-   [See all use cases](/use-cases)

## USE CASES

-   [Case assignment](/case-assignment)
-   [Lead assignment](/lead-assignment-in-salesforce)
-   [Email-to-Anything](/solutions/email-to-anything)
-   [See all use cases](/use-cases)

COMPANY

-   [About](/about-ortoo)
-   [Ascendx Approach](/ascendx-approach)
-   [Careers](https://ascendx.cloud/vacancies/)
-   [Contact](/contact)

## COMPANY

-   [About](/about-ortoo)
-   [Ascendx Approach](/ascendx-approach)
-   [Careers](https://ascendx.cloud/vacancies/)
-   [Contact](/contact)

LEGAL

-   [Privacy policy](/privacy)
-   [Terms of service](/terms)
-   [Cookie policy](/cookies)

## LEGAL

-   [Privacy policy](/privacy)
-   [Terms of service](/terms)
-   [Cookie policy](/cookies)

© 2026 Ortoo. An Ascendx Company. All rights reserved.

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