What Is Flow Orchestrator and How Does It Work
Orchestrator is a new product that orchestrates multiple flows to enable sophisticated business processes to be built without code. Salesforce Flow Orchestrator is available to try on all orgs.
In simpler terms, Salesforce orchestration is the automated arrangement, board, and coordination of PC frameworks, programs, and services. As a result, orchestration helps IT manage complicated tasks and workflows more effectively.
Moreover, Flow Orchestrator allows managers and admins to quickly build automated, multi-user, multi-stage, multi-step business processes using clicks instead of code. By linking different flows and authorization processes, users can specify whether steps need to be completed sequentially or concurrently.
Rather than rebuilding your existing Flows to support a new feature, Flow Orchestrator is built with your current flow and allows you to use it in any new Orchestration. This approach helps maximize impact and create optimal user experiences. Additionally, Flow Orchestrator increases the effectiveness of your new and existing flows with two new features: steps and stages.
Salesforce Flow Orchestrator is a new Flow functionality that allows Admins to string Flows and business processes together across multiple people. Rather than rebuilding your existing Flows to support the new feature, Flow Orchestrator has been built with your existing Flows in mind and allows you to use them in any new Orchestration.
In other words, Flow Orchestrator is a tool for creating multi-user, multi-step, and multi-stage flows. This means Admins can create a string of automations that may need to be assigned to different people for action along the way.
Use of Salesforce Flow Orchestrator
Flow Orchestrator can be used to benefit businesses. A few examples would be Service Delivery Orchestration (where multiple parties need to take various steps during a client delivery process in a specific order), public authorization, or escalation process where the record may need to be passed on to different team members depending on the terms that apply to the Orchestra.
Orchestrator’s no-code method allows you to orchestrate and transform Flows into steps structured by stages. This technique provides several advantages, including increased flexibility in creating approval processes, improved ability to delegate work to any Salesforce user, and greater control over record lifecycles.
Structure of Salesforce Flow Orchestrator:
Flow Orchestrator comprises stages, steps, and flows.
Stages
A phase is a set of linked steps organized into stages. The stages are performed sequentially, and a single-stage orchestration stage can continue at a specific time. It sets out the conditions that must be met for the stage to be considered complete.
Steps
They are built in stages and can be performed sequentially or simultaneously. User interaction is required in the intelligent stages. No user interaction is required in the basic phases.
Flow
It is a piece of Salesforce Automation used in the orchestration process. Screen flow is required in the intuitive stages, while auto-launched flow is required in basic steps.
How Salesforce Flow Orchestrator works?
Admins may create sophisticated multi-user, multi-step automated business processes using Flow Orchestrator by using clicks rather than coding.
You may combine your automated processes into a single point of interaction using Salesforce Flow Orchestrator. Orchestrator’s no-code method allows you to orchestrate and transform Flows into steps structured by stages. This technique provides several advantages, including increased flexibility in creating approval processes, improved ability to delegate work to any Salesforce user, and greater control over record lifecycles. To automate complex processes effectively, use Flow Orchestrator with Flow Trigger Explorer to order Record-Triggered Flows.
It allows users to create bots to handle basic, repetitive tasks; Einstein Document Reader, which uses AI to scan documents and make decisions based on data found within them; and Digital Process Automation, which allows brands to create branded digital encounters without writing any code, are joining Endlessly Flow Orchestrator. RPA automates repetitive human tasks, such as data segmentation and data extraction, by using simple bots that proceed through processes like a human doing the same thing.
Types of Flow Orchestrator
Flow orchestrators are divided into two types:
- Auto-launched Orchestration
The REST API or an Apex class are used to physically start an auto-sending orchestration. To display it on a Salesforce record page, admins must link it to a specific record ID. - Record-Triggered Orchestration
When a new record is made, updated, or wiped, a record-set-off orchestration is triggered by Salesforce. You have the option of starting the timer before or after the record is stored.
Benefits:
- Increase your productivity while saving time
- Anything can be easily automated
- No need to juggle various frameworks and no bespoke code is necessary
- Improve your workflows by incorporating data effectively
- Increase visibility to help you get ahead of problems early
- Keep an eye on your orchestrations
Conclusion
Flow Orchestrator’s no-code method allows you to orchestrate and transform Flows into steps structured by stages. This technique provides several advantages, including increased flexibility in creating approval processes. Flow Orchestrator offers a much-needed solution to this issue.
It provides your team with the tools they need to automate complex, multi-user processes and approvals. Salesforce Flow Orchestrator allows you to keep track of and smooth out your orchestrations. As you track the performance of individual executions, you can identify bottlenecks and opportunities. It provides vital visibility users require to spot issues before they get too large – allowing them to act quickly and effectively.