WORKFLOW ORCHESTRATION FOR SALESFORCE
Run workflows on Salesforce from intake to resolution
Ortoo Orchestrator runs complex, high-volume workflows on Salesforce as one system. Service, revenue, intake, operations. From request to resolution. Natively on Salesforce. With AI under your control.
Pick a workflow to orchestrate
Service workflows Revenue workflows Insurance claims Custom orchestration Intake and requests AI agents
Salesforce-native. Solving complex workflow challenges since 2012.
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WHY THIS MATTERS
Salesforce workflows don't need more automation. They need control.
As workflow volume and complexity grow, Salesforce gives you more pieces, not more control. Flow, Apex, queues, Agentforce, AI add-ons. Each works on its own. None runs the whole workflow. AI alone does not fix this.
Ortoo Orchestrator
One system that runs your work in Salesforce.
Salesforce gave you the pieces.
Flow, Apex, routing rules, queues, Agentforce, and the AI tools layered on top. Each piece works on its own. No system runs them end to end.
Ortoo Orchestrator runs them as one.
It defines and controls how workflows execute across Salesforce and connected systems, coordinating AI, routing, automation, integrations, and agents within one structure.
AI under your control.
AI is applied selectively, where interpretation adds value. Deterministic logic controls what happens next. Predictable execution, traceable decisions.
WHY ORTOO
Built for operational control. Not AI hype.
- 01
100% Salesforce-native
Runs inside your Salesforce org. Uses your data, permissions, flows, and Apex. No external infrastructure. No data movement.
- 02
Works across your stack
Workflows reach the systems the work depends on. ERPs, billing, messaging, APIs. Two-way: Ortoo calls out, other systems call in. Configured at the platform layer.
- 03
Hybrid execution
Each step is handled by a specialized agent with a narrow job. AI where interpretation helps, deterministic logic where certainty matters. Predictable outcomes, configured per step.
- 04
Your AI, your control
Bring your own LLM provider. Your API keys, your contract. Model selection per workflow. Switch providers without rebuilding.
- 05
Changes in minutes, not sprints
Operations teams update workflows directly. No Apex, no deployment, no waiting on engineering. Adjust and go live quick.
- 06
Work-item pricing
Priced per work item handled. Not per token. Not per agent action. Cost tracks operational volume and outcomes.
SOLUTIONS
From intake to resolution. Across service, revenue, and every operational workflow.
Ortoo runs the workflows your team relies on every day.
Cases closed. Leads assigned. Claims paid. Requests owned. Each workflow runs to its natural resolution.
Each step is carried out by a specialized agent with one job: triage, enrichment, scoring, routing, assignment. Narrow scope, predictable outcomes, under your control.
Service workflows \ \ Case lifecycle from triage to routing to resolution. Built for complex service operations with multi-factor routing, SLA awareness, and capacity-driven assignment. Senior agents focus on resolution. Specialist agents handle the triage.\ \ See service orchestration Revenue workflows \ \ Lead lifecycle from enrichment to scoring to routing to assignment. Built for revenue teams running high-volume lead intake who need consistent qualification, instant assignment, and no leads stuck in the wrong queue.\ \ See revenue orchestration Intake workflows \ \ Request lifecycle from classification to enrichment to routing to owner. Built for high-volume request intake across internal and external channels. One workflow handles email, form, chat, and API submissions consistently.\ \ See intake orchestration Insurance claims \ \ Claims lifecycle from intake to classification to assignment to resolution. Built for the operational realities of insurance claims at scale. Structured classification, capacity-aware assignment, and SLA tracking from first notice of loss to settlement.\ \ See claims orchestration Custom workflows \ \ Any operational process. Configure the workflow your team needs. Same configuration model, same governance, same observability. No code, no custom AI engineering, no IT dependency.\ \ See custom orchestration
Each stage of a workflow is handled by a specialized agent.
Service workflowRevenue workflowIntake workflow
12345
Case inEnrichedTriagedAssignedResolved
- 01Case in
- 02Enriched
- 03Triaged
- 04Assigned
- 05Resolved
Without manual intervention.
IN PRODUCTION
In production at enterprise scale.
Real numbers from teams running complex operational workflows on Salesforce.
Cars.com
33,600 hours
reclaimed annually
Senior agent triage time, returned to the team. Case lifecycle orchestrated end to end.
Assent Compliance
120,000+ records
processed in 3 months
Sixteen distinct workflows across sixteen teams. One configuration model.
50%
improvement on time to resolve
Support case workflows orchestrated end to end. Senior agents focused on resolution, not triage.
CUSTOMER VOICE
From the teams running complex high-volume workflows.
Verified reviews from Salesforce teams on AppExchange.
Improved visibility and case management
Since implementing Q-assign, I receive notifications whenever a Data Services ticket is created, allowing me to track progress from creation through completion.
Amon Kimutai
Efficient and reliable experience with Ortoo
Overall, the Ortoo app has been a good experience. It improved visibility, automated case assignment, and supported more balanced workloads.
Shaik Farooq
Improving workload distribution and team efficiency
The process of assigning cases has become more structured and efficient, which has contributed to better coordination and visibility across the team.
Wish Wanjala
Responsive team, efficient product
With over 1,000 cases coming in daily, we needed a structured approach to ensure cases are directed to the right teams, and within those teams, the right individuals based on availability and expertise.
Mercy Kiprono
Configurable for complex needs
Q-Assign is highly configurable and has met our complex needs for case handling. The team has been heavily invested in finding and delivering a solution that best met our needs.
Louisa Barrett
Robust and configurable
The Ortoo team did an amazing job helping us find solutions for our org which has many complex workflows and agents with varying abilities. The solution is very robust and configurable.
Ellen Parker
Improved visibility and case management
Amon Kimutai
Efficient and reliable experience with Ortoo
Overall, the Ortoo app has been a good experience. It improved visibility, automated case assignment, and supported more balanced workloads.
Shaik Farooq
Improving workload distribution and team efficiency
The process of assigning cases has become more structured and efficient, which has contributed to better coordination and visibility across the team.
Wish Wanjala
Responsive team, efficient product
Mercy Kiprono
Configurable for complex needs
Louisa Barrett
Robust and configurable
Ellen Parker
Improved visibility and case management
Amon Kimutai
Start where it hurts
Pick the workflow that hurts most. Let's fix it.
Start with orchestrating one high-volume workflow. Validate it in your Salesforce org. Expand from there. No big bangs.
We know operational complexity, and we know Salesforce. On the platform since 2012.