Agentforce brings AI agents. Ortoo runs the workflow around them.

Agentic workflow orchestration for complex Salesforce operations.

Salesforce has automation. It has flows. It has routing. It now has agents. What most teams still lack is control over how work actually executes from start to finish.

Ortoo Orchestrator fills that gap, coordinating AI, routing, approvals, and integrations into one governed workflow, with predictable execution and predictable cost.

The gap that matters

More automation isn't the problem. It's the lack of orchestration.

Most Salesforce workflow problems aren't caused by a lack of automation. They happen because execution is fragmented across flows, routing rules, integrations, APIs, agents, and manual fixes. Each part works on its own, but there's rarely a single system defining what should happen, in what sequence, under what conditions, and with what controls.

Native routing doesn't handle real-world complexity. Round-robin, skills-based assignment, capacity-aware distribution, multi-condition triage, these need workarounds that become fragile as teams and rules change. When workflows are rebuilt one team at a time, automation accumulates faster than it can be governed.

As AI agents enter the picture, that gap becomes operationally expensive. Ortoo Orchestrator introduces the structure that's missing.

Orchestrating real work for real customers.

168,000+

Cases processed annually at Cars.com

120,000+

Records processed in 3 months at Assent Compliance

16

Full-time roles' worth of manual triage eliminated

What each one does, and where they differ.

Agentforce introduces AI agents into Salesforce. Ortoo Orchestrator coordinates how the work executes across Agentforce, external agents, routing, approvals, and the systems your operation already runs on. You can also build agents directly on Ortoo, AI-using or deterministic, and orchestrate them alongside everything else.

Capability Ortoo Orchestrator Agentforce
Coordinates AI agents and deterministic workflows Native AI-centric
Build agents on the platform (AI-using or deterministic) Yes, native builder AI agents only
Works with Agentforce agents Yes, orchestrates them Not applicable
Orchestrates external AI agents (OpenAI, Anthropic, Google, others) Yes Limited
Bring your own LLM (GPT, Claude, Gemini, open-source, self-hosted) Yes Einstein, Salesforce-managed
Skills-based, capacity-aware routing with real-time availability Native (Q-assign engine) Limited
Round-robin assignment with workload balancing Native Not supported
Human approvals inside agentic workflows Native Partial
Pricing model Work-item pricing, per work item handled Usage-based, per conversation or action
Cost when AI isn't needed Zero (deterministic mode) AI runs on every step
Configurable under IT governance Yes, scoped permissions per role Requires Flow or Apex
Who can change a workflow, and how fast Ops and business users, point-and-click in the product UI. No Salesforce Setup access needed; changes go live the same day. Requires Salesforce Setup access plus Flow/Apex, gated behind IT and deploy cycles.
Audit trail and execution visibility Full Emerging

Cost predictability

Use AI where it adds value. Not on every step.

AI adoption should reduce operational complexity, not introduce unpredictable execution costs. Ortoo Orchestrator charges per work item handled: a lead, a case, a request, a workflow. Deterministic steps cost nothing.

The result: AI adoption that scales with operational value, not with consumption.

Not either/or

Better together, not either/or.

Agentforce introduces AI agents into Salesforce. Ortoo coordinates execution across them, and across the agents you build directly on Ortoo.

Many customers run Ortoo with Agentforce. Agentforce handles conversational front-end interactions. Ortoo handles backend orchestration, routing, deterministic workflows, and the operational systems Agentforce doesn't reach.

The operational reality

Four kinds of control operations teams actually need.

Real Salesforce environments are messy. Cases come in unstructured. Queues need monitoring. People move between teams. Mandatory fields aren't always present. SLAs slip when no one's watching. Workflows fragment as automation accumulates.

Ortoo Orchestrator gives operations teams the four kinds of control that map to those realities:

01

Control over workflow execution.

Work is handled according to a defined workflow, not disconnected automation logic. Execution becomes consistent, traceable, and easier to change.

02

Control over AI behaviour and cost.

Teams define where AI is used, which models, what AI is allowed to influence, and where deterministic logic takes over. No unbounded AI invocations.

03

Control over operational outcomes.

Workflows are designed around the outcome, case resolved, lead routed, claim processed, not isolated automation steps. Fewer manual reassignments and routing corrections.

04

Control over governance and observability.

Every step is visible. Teams see what happened, why, which decisions were made, where AI was used, and what actions were triggered.

From crawl to run

Start with one workflow. Grow into agentic execution at scale.

Most customers begin in the early stages of their agentic AI journey, running pilots, experimenting with copilots, or testing a single agent on a single workflow. Read-only assistance, isolated use cases, lots of learning.

The next stage is where it gets harder: agents start performing real tasks, but execution becomes unpredictable. Multiple agents, different tools, different data sources, fragmentation, governance gaps, runaway cost. Many organisations get stuck here.

That's the gap Ortoo Orchestrator fills. With an orchestration layer in place, AI stops being an experiment and becomes part of the operational fabric, service workflows, sales operations, case handling, all executing in a controlled, governed, predictable way. The first project goes live in weeks. Within a quarter, adjacent workflows follow. Within a year, orchestration spans service, revenue, and cross-system processes, on the same platform.

Frequently asked questions

Ortoo Orchestrator vs Agentforce, quick answers.

Does Ortoo Orchestrator replace Agentforce, or do they work together?

Ortoo Orchestrator works alongside Agentforce in most customer environments. Agentforce introduces AI agents into Salesforce, typically for conversational front-end interactions. Ortoo Orchestrator coordinates how the work actually executes across those agents, plus routing, approvals, deterministic workflows, and the operational systems Agentforce doesn't reach. Many customers run Ortoo with Agentforce: Agentforce on the surface, Ortoo coordinating execution underneath.