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    Why Ortoo Orchestrator

    Your Salesforce team should not be the system.

    Operational work in Salesforce has kept depending on people to keep it handled. Not because teams are under-resourced, because there is no execution layer that runs it as one system.

    Built for · Salesforce platform owners · Service and RevOps leaders · CIOs and CTOs · Architects and admins

    Workflow
    Service intake v3.1
    Agent
    Email parser
    Decision
    Eligibility check
    Audit
    Step logged
    Outcome
    Routed correctly

    Why it exists

    Salesforce gives you the pieces. The system that runs them is missing.

    01

    Every team we speak to is holding it together manually.

    A decade of Salesforce implementation has produced sophisticated tools that do not work together as one system. Flows. Routing rules. Queues. Agents. Integrations. Each was built to solve a specific problem. None were built to coordinate across each other. So the work that runs across all of them, a case from intake to resolution, a lead from arrival to assignment, depends on someone to hold it together. That someone is usually your team.

    02

    The longer you wait, the harder it gets to change.

    Every flow built to patch a gap becomes one more thing to maintain. Every routing rule added for an edge case makes the next change harder to test. Every AI agent added on top inherits the fragmentation underneath. The environments with the most automation investment are often the hardest to change. The longer you wait to put an execution layer underneath, the more complexity the first workflow has to absorb. And when a routing or process change takes months through IT, teams stop improving, or quietly switch things off. Control means changing how work runs the day you need to.

    The team holding it together manually is more expensive than any budget line shows.

    The cost of waiting

    What changes when the execution layer is in place.

    Without an execution layer

    Cost compounds

    1. 01Cases bounce between teams without resolution
    2. 02Senior agents absorbed by manual triage work
    3. 03AI pilots stall before reaching production
    4. 04Automation accumulates faster than it can be governed

    With Ortoo Orchestrator

    Operations stay predictable

    1. 01Cases handled from intake to resolution automatically
    2. 02Senior agents focus on judgment, not routing
    3. 03AI runs as governed operational infrastructure
    4. 04One execution model, one configuration layer

    In production

    Proven in production. Not in pilots.

    50%
    Reduction in time to resolve cases
    Sage Intacct
    33,600 hrs
    Reclaimed annually from manual triage
    Cars.com
    120,000+
    Records processed in three months across sixteen teams
    Assent Compliance

    The alternatives

    Every team has already tried something. Here is where each approach leaves a gap.

    01 · In-house build

    You built for control. Now you are managing the complexity.

    The original team has usually moved on. The logic is distributed across Apex classes, routing rules, assignment rules, and flows that no longer have a single owner. Changes that should take an afternoon take a sprint, if they can be made without breaking something else. AI agents built on top inherit the fragmentation. Retrofitting the governance layer you needed from the start is expensive and delays the use cases you are trying to ship now.

    See the full DIY comparison
    02 · Native Salesforce tools

    The pieces are strong. They were built for different jobs.

    Omnichannel routes; it does not orchestrate what happens before, during, or after assignment. Flow automates steps; it does not define end-to-end execution with specialist agents, human checkpoints, and observability built in. Agentforce is designed for conversational front-end interactions; it does not coordinate multi-step operational workflows running in the background. The execution layer that coordinates them is a separate architectural concern.

    See the Agentforce comparison
    03 · Point solutions and narrow tools

    A tool that solves one step does not solve the workflow it lives inside.

    Narrow routing vendors handle one slice of a ten-step workflow. Generic AI agent platforms require your data to leave Salesforce, sit outside your security model, and handle governance in a generalised way. Salesforce-native is not a feature here. It is the requirement. Your data stays in your org, your permissions govern execution, and the new tool does not become the next piece that needs coordinating.

    The fix is not another tool but the layer that makes every tool you already have run as one system.

    How we built it

    Designed around how operational teams actually need to work.

    Predictable AI execution

    Generalist agents attempting to reason through entire workflows are fragile. One unexpected input cascades; confidence is opaque; audit trails are missing. Ortoo Orchestrator uses specialist agents, each owning one stage with a defined role, bounded tools, and structured output. AI runs where interpretation is needed. Deterministic logic runs where certainty matters. Outcomes are designed to be repeatable.

    Governance from day one

    Most AI pilots fail not because the AI is bad, but because governance was not in place before the pilot started. In Ortoo Orchestrator, governance is part of the agent's anatomy, not a wrapper added later. You define which models run at each step, what data each agent can see, and where deterministic logic takes over. The governance scales with you as you add agents.

    Systems reach without rebuilding

    Operational work does not end at Salesforce. A resolved case updates billing, notifies the customer, and posts to Slack. Ortoo Orchestrator reaches beyond Salesforce through APIs and MCP-compliant interfaces, all governed by the same execution model and the same audit trail. External touchpoints are workflow steps, not separate integration projects.

    Start small, expand safely

    Every organisation evaluating an orchestration layer has existing Salesforce investment: flows that work, routing rules that hold, Agentforce being deployed. Ortoo extends what you already have. Flows keep working, called as steps inside the orchestrated workflow. The first workflow typically goes live in weeks. Expansion happens incrementally, use case by use case. No rip-and-replace moment. No platform overhaul required.

    Pricing model

    Cost moves with your operations, not with the model.

    Typical agentic platforms charge per action and per token. As volume grows, so do costs, not with outcomes, but with activity. Ortoo Orchestrator charges per work item handled: one case, one lead, one claim. Every agent and every step inside that work item is included. Deterministic steps add zero AI cost. You pay your LLM provider directly, under your own contract. Ortoo does not mark up AI usage.

    • One price per work item, end to end
    • Deterministic steps add zero AI cost
    • Your LLM contract, no markup from Ortoo
    • Forecast from operational volumes you already track

    Per-action billing

    Cost moves with the model.

    • Per action and per token
    • Cost climbs with model activity
    • Deterministic steps still metered
    • AI spend visible only on invoices

    Ortoo Orchestrator

    Cost moves with your operations.

    • One price per work item, end to end
    • Deterministic steps add zero AI cost
    • Your LLM contract, no markup from Ortoo
    • Forecast from operational volumes you already track

    Your role

    Different roles. Same root problem. Different reasons to act.

    01

    If you lead service or revenue operations

    Cases bounce. Leads age. Your team absorbs the gap the system leaves. Ortoo Orchestrator handles triage, routing, and follow-up automatically, so your team can work on the items that require judgment.

    02

    If you own the Salesforce platform

    You have flows you are afraid to touch and AI use cases being deployed on top of architecture not designed for them. Ortoo Orchestrator gives you one place to define how work executes, so changes do not become incidents and new agents do not destabilise the flows underneath.

    03

    If you are accountable for AI strategy

    AI pilots keep stalling before production is not a technology problem. It is a governance and execution problem. AI cost appears in invoices, not in workflows, so forecasting is guesswork. Governance is applied unevenly across tools and teams. Ortoo Orchestrator is the execution layer that makes AI operational rather than experimental: governed at the platform layer, auditable per run, and financially predictable as volume grows.

    Keep reading

    Go deeper.

    Comparison

    Ortoo Orchestrator vs Agentforce

    Where Agentforce ends and Ortoo Orchestrator begins. Architecture, AI control, and production fit compared side by side.

    Read more
    Comparison

    Ortoo Orchestrator vs building it yourself

    Total cost of ownership, time to first workflow, and what your engineering team gets back.

    Read more
    Guide

    How Ortoo Orchestrator handles a workflow end to end

    Intake, routing, agent steps, human checkpoints, and outcome reporting in one execution model.

    Read more

    FAQ

    Common questions

    Does Ortoo Orchestrator replace Agentforce or work alongside it?

    Most customers run both. Agentforce handles conversational front-end interactions. Ortoo coordinates backend execution, routing, approvals, multi-step workflows, and the systems Agentforce does not reach. The two work as layers.

    Can workflows run without AI?

    Yes. Ortoo supports fully deterministic workflows and hybrid workflows that apply AI only where interpretation adds value. Teams use AI where it helps and deterministic logic everywhere else, which controls both behaviour and cost.

    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. No platform overhaul required before the first workflow goes live.

    How does per-work-item pricing work in practice?

    You agree a definition of a work item during onboarding, a case, a lead, a claim. Every agent action and every step inside that item is included in the price. You pay your LLM provider directly for AI usage.

    What happens to the Flows and Apex we have already built?

    They keep working. Ortoo Orchestrator calls existing Flows as steps within the orchestrated workflow. Your investment in Flow and Apex is extended, not replaced.

    Ready when you are

    Ready to stop being the system?

    We map one of your workflows with you and show how the execution model holds up against your reality. Most teams stabilise their first workflow in weeks.