---
title: "Solutions, workflow orchestration in Salesforce"
description: "Ortoo Orchestrator unifies the Flows, automations and agents behind high-volume Salesforce operations, cutting case lifecycles and lifting speed to lead."
lang: en
json-ld: |
  [
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      "@context": "https://schema.org",
      "@type": "Organization",
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      "url": "https://ortooapps.com/",
      "logo": "https://ortooapps.com/ortoo-logo-square.png",
      "parentOrganization": {
        "@type": "Organization",
        "name": "Ascendx"
      }
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    {
      "@context": "https://schema.org",
      "@type": "WebSite",
      "name": "Ortoo",
      "url": "https://ortooapps.com/"
    }
  ]
---

[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)

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.

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

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

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

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

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

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

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

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

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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

[Explore service workflows ](/solutions/service-workflow-orchestration)

### 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

[Explore revenue workflows](/solutions/revenue-workflow-orchestration)

### Intake and request

Email, forms, mailboxes

-   Normalize unstructured input into structured work
-   Classify and enrich before assignment
-   Surface exceptions where decisions get made

[Explore intake workflows](/solutions/intake-and-request-orchestration)

### 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

[Explore custom workflows](/solutions/custom-orchestration)

### Omnichannel workflows

Channels, teams, regions

-   Continue work across handoffs
-   Account for capacity and skills at every step
-   Keep context intact across languages

[Explore omnichannel](/solutions/omnichannel-orchestration)

### Email-to-Anything

Inbound email becomes Salesforce work

-   Turn email into structured workflows
-   Route, escalate, and coordinate automatically
-   Audit every step end to end

[Explore Email-to-Anything](/solutions/email-to-anything)

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.

[Browse the use case library ](/use-cases)[Read recent customer stories](/case-studies)

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.

Use playbookPick destination

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.

[Explore insurance](/industries/insurance)

### SaaS and tech

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

[Explore SaaS and tech](/industries/saas)

### Health care

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

[Explore health care](/industries/health-care)

Pricing model

## Pay per work item handled.

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

Typical agentic pricing

### Per action.

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

[See how pricing works ](/pricing)

Curious how work-item pricing plays out for your team? [Learn more](/pricing)

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 ](/orchestrator)[

### How it works

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

Learn more ](/orchestrator/how-it-works)[

### Agents

Specialized execution units behind each step.

Learn more ](/solutions/agents)

Prefer a walkthrough? [Book a demo →](/contact?intent=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.

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

![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.

[](https://www.linkedin.com/company/ortooapps/)[](https://x.com/OrtooApps)