Use cases
Workflow orchestration use cases.
The triage, routing, assignment, conversion, and other orchestration patterns Ortoo Orchestrator handles inside Salesforce.
Service workflows
13 use casesService workflows
Case assignment in Salesforce
Route Salesforce cases on skills, capacity, workload, and SLA, configured by operations.
Service workflows
Intelligent case routing in Salesforce
Skills, capacity, and SLA evaluated together at the point of assignment.
Service workflows
Interpret replies automatically in Salesforce
Read sentiment, intent, and urgency on every case reply, with the next action triggered automatically.
Service workflows
Salesforce IT support ticketing system
Intake, triage, routing, and escalation as one IT ticketing workflow, native to Salesforce.
Service workflows
Salesforce sentiment analysis on inbound cases
Score sentiment on every inbound case, trigger the right action, and report it as Salesforce data.
Service workflows
Case orchestration for Salesforce
One orchestration layer for customer service and field service case work.
Service workflows
Salesforce Email-to-Case with AI triage
AI triage and routing on top of Email-to-Case, in one workflow step.
Service workflows
Advanced email automation in Salesforce
Intake, classification, routing, and reply capture as one workflow on any object.
Service workflows
Case escalation in Salesforce, handled automatically
Fire SLA, sentiment, and severity escalations before the breach, not after.
Service workflows
Assigning cases to the first available customer service agent
Route cases to the first agent who is online, has capacity, and matches the skills.
Service workflows
Salesforce email management for service teams
High-volume service inbox handling with intake, triage, routing, and reply threading.
Service workflows
Salesforce work order assignment
Match work orders to engineers by certification, location, travel time, and capacity.
Service workflows
Salesforce for healthcare and life sciences
Patient, member, and provider workflows as defined orchestration with audit on every step.
Revenue workflows
12 use casesRevenue workflows
How to convert leads automatically in Salesforce
Convert qualified leads to accounts, contacts, and opportunities without manual handoff.
Revenue workflows
Salesforce territory assignment
Stamp the territory, match the right rep, log every decision, configured by ops.
Revenue workflows
AI-personalised sales emails in Salesforce
Generate personalised outbound and autoresponder emails per recipient from live Salesforce data.
Revenue workflows
Automating sales tasks and follow-ups in Salesforce
Trigger, assign, and escalate follow-up tasks so pipeline does not depend on rep memory.
Revenue workflows
Deploy AI to qualify leads automatically in Salesforce
Score every lead against the same criteria on intake, with the decision logged on the record.
Revenue workflows
Lead assignment in Salesforce
Match every lead to the right rep on skills, capacity, territory, and SLA, in one step.
Revenue workflows
Use AI to enrich leads in Salesforce
Attach firmographic, behavioural, and intent data to every lead on intake.
Revenue workflows
Using AI to triage leads automatically within Salesforce
Classify, score, and route every inbound lead on intake, with AI applied where it matters.
Revenue workflows
Salesforce lead distribution
Fair allocation, value-aware prioritisation, and capacity-aware matching in one workflow.
Revenue workflows
Salesforce territory management for sales teams
Stamp, match, and reassign every record against the current territory model.
Revenue workflows
Email-to-Lead in Salesforce
Turn inbound enquiry email into structured, routed Salesforce leads on intake.
Revenue workflows
Salesforce opportunity assignment
Reassign opportunities to the right AE as deal size, product, and tier shift.
Outbound workflows
2 use casesOutbound workflows
Salesforce mass communications with Comms Manager
Send personalised outbound at scale from live Salesforce data, with the audit trail on the record.
Outbound workflows
Distribute emails from Salesforce
Send outbound and transactional email from Salesforce against live data, with audit on every record.