---
title: "Ortoo Orchestrator"
description: "Agentic workflow orchestration for Salesforce."
lang: en
json-ld: |
  [
    {
      "@context": "https://schema.org",
      "@type": "Organization",
      "name": "Ortoo",
      "url": "https://ortooapps.com/",
      "logo": "https://ortooapps.com/ortoo-logo-square.png",
      "parentOrganization": {
        "@type": "Organization",
        "name": "Ascendx"
      }
    },
    {
      "@context": "https://schema.org",
      "@type": "WebSite",
      "name": "Ortoo",
      "url": "https://ortooapps.com/"
    },
    {
      "@context": "https://schema.org",
      "@type": "Organization",
      "name": "Ortoo",
      "url": "https://ortooapps.com",
      "logo": "https://ortooapps.com/ortoo-logo-square.png",
      "parentOrganization": {
        "@type": "Organization",
        "name": "Ascendx"
      }
    },
    {
      "@context": "https://schema.org",
      "@type": "WebSite",
      "name": "Ortoo",
      "url": "https://ortooapps.com"
    },
    {
      "@context": "https://schema.org",
      "@type": "SoftwareApplication",
      "name": "Ortoo Orchestrator",
      "applicationCategory": "BusinessApplication",
      "operatingSystem": "Salesforce",
      "offers": {
        "@type": "Offer",
        "priceCurrency": "USD",
        "price": "0"
      }
    }
  ]
---

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[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)

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.

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

Pick a workflow to orchestrate

[Service workflows ](/solutions/service-workflow-orchestration)[Revenue workflows ](/solutions/revenue-workflow-orchestration)[Insurance claims ](/solutions/industries/insurance)[Custom orchestration ](/solutions/custom-orchestration)[Intake and requests ](/solutions/intake-and-request-orchestration)[AI agents ](/solutions/agents)

Salesforce-native. Solving complex workflow challenges since 2012.

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![IG logo](data:image/svg+xml,%3csvg%20id='Layer_1'%20data-name='Layer%201'%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20150%20200'%3e%3cdefs%3e%3cstyle%3e.cls-1{fill:%23e01b1c;}%3c/style%3e%3c/defs%3e%3cpath%20class='cls-1'%20d='M25.68,40V160H2.56V40Zm74.55-3h-.61a63,63,0,0,0,.6,125.94c17.75,0,36-7.21,47.76-18.83V90.84H98V113h27.5v19.54l-.3.19a46.38,46.38,0,0,1-25,7.52A40.33,40.33,0,0,1,60,97.84,40.72,40.72,0,0,1,98,59.77c11.25-.65,22,4,30.52,12.16.3.3.64.66,1,1.11l16-16-1-1.11A60.73,60.73,0,0,0,100.23,37Z'/%3e%3c/svg%3e)

![Novartis logo](/__l5e/assets-v1/a0481ec7-fddf-48c0-90f9-1be72a45e18c/novartis.jpg)

![Health Care Service Corporation logo](/__l5e/assets-v1/37ccc415-1779-4db3-8f8e-dc9750339748/hcsc.webp)

![DoorDash logo](/__l5e/assets-v1/3ac564dd-273c-4729-97da-563880166e92/doordash.jpg)

![Splunk logo](/assets/splunk-C0r61HWy.svg)

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![OppFi logo](/assets/oppfi-C1cAew0E.svg)

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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](/__l5e/assets-v1/613e4f0f-3972-4e22-a205-971074b1f776/orchestration-diagram.webp)

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. 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 

](/solutions/service-workflow-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 

](/solutions/revenue-workflow-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 

](/solutions/intake-and-request-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 

](/solutions/industries/insurance)[

### 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 

](/solutions/custom-orchestration)

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

Service workflowRevenue workflowIntake workflow

Case in Enriched Triaged Assigned Resolved 

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

Without manual intervention.

[See how it works](/orchestrator/how-it-works)

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.

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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

### Amazing product and support

I was initially skeptical about relying on a third-party app for routing instead of Salesforce's out-of-the-box Omni-Channel, but the solution has exceeded my expectations. Stable, reliable, and the support team has been exceptional at every step.

Jessica Combs

### Streamlined case management

The interface is user friendly and the automation features reduce manual effort while keeping tasks accurate. It has streamlined case management and made it easier to track and prioritise work.

Tarun D Chalam

### Exceptional support team

I have never had a better experience with a customer success team from a third-party vendor. They proactively worked to optimise our setup while remaining receptive to our priorities and bandwidth. They listen, and they resolve.

Lisa Koeck

### A customer-centric team

The Ortoo team is exceptional at responding to customer requests in a timely fashion. Anything we have asked for, they are quick to address, whether resolving an issue or adjusting the tool to fit our use case. Great team to work with.

Kevin McDaniel

### A huge thumbs up for Ortoo Orchestrator

Our experience with Ortoo has been outstanding. Orchestrator has worked seamlessly for our team, delivering automated assignment routing that has significantly improved our workflow. Its email capability has become an essential part of our Salesforce org with its intuitive functionality and upgraded interface.

Angela McGuire

### 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

### Amazing product and support

I was initially skeptical about relying on a third-party app for routing instead of Salesforce's out-of-the-box Omni-Channel, but the solution has exceeded my expectations. Stable, reliable, and the support team has been exceptional at every step.

Jessica Combs

### Streamlined case management

The interface is user friendly and the automation features reduce manual effort while keeping tasks accurate. It has streamlined case management and made it easier to track and prioritise work.

Tarun D Chalam

### Exceptional support team

I have never had a better experience with a customer success team from a third-party vendor. They proactively worked to optimise our setup while remaining receptive to our priorities and bandwidth. They listen, and they resolve.

Lisa Koeck

### A customer-centric team

The Ortoo team is exceptional at responding to customer requests in a timely fashion. Anything we have asked for, they are quick to address, whether resolving an issue or adjusting the tool to fit our use case. Great team to work with.

Kevin McDaniel

### A huge thumbs up for Ortoo Orchestrator

Our experience with Ortoo has been outstanding. Orchestrator has worked seamlessly for our team, delivering automated assignment routing that has significantly improved our workflow. Its email capability has become an essential part of our Salesforce org with its intuitive functionality and upgraded interface.

Angela McGuire

### 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.

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

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

![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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