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Flow Orchestration

Automation🟡 Intermediate

Definition

A Salesforce feature that coordinates multiple flows and user interactions into a single multi-step, multi-user business process, managing steps, stages, and assignments across teams.

Real-World Example

an admin at Cascade Logistics recently implemented Flow Orchestration to eliminate repetitive manual tasks that were consuming hours of the team's time each week. After building and activating Flow Orchestration, routine processes now execute automatically, freeing up staff to focus on higher-value work. Error rates drop by 40% in the first month.

Why Flow Orchestration Matters

Flow Orchestration is a Salesforce feature that coordinates multiple flows and user interactions into a single multi-step, multi-user business process. It adds stages and steps on top of individual flows, letting you model processes where different users handle different parts, work is passed between teams, and the overall progress is tracked at a higher level than any single flow could. Orchestrations are built in Flow Builder using the Orchestration flow type.

Flow Orchestration addresses scenarios that single flows handle poorly: long-running processes that span multiple users, workflows where handoffs between teams are first-class concepts, and complex approval-style processes that need more structure than simple approval processes provide. Examples include employee onboarding (HR, IT, manager, new hire all have tasks), loan origination (applicant, loan officer, underwriter, funding team), and complex case workflows with multiple handoffs. Orchestrations let you model these as first-class business processes rather than trying to string together separate flows and hoping they coordinate correctly.

How Organizations Use Flow Orchestration

  • NovaScaleBuilt an employee onboarding Orchestration coordinating tasks across HR, IT, the hiring manager, and the new hire. Each stage has its own assignees, and the overall process is tracked end-to-end.
  • Redwood FinancialUses Flow Orchestration for loan origination, modeling the handoffs between applicant, loan officer, underwriter, and funding team as explicit stages.
  • Coastal HealthCoordinates patient intake processes with Orchestration, passing work between front desk, clinical intake, and providers with clear handoffs.

🧠 Test Your Knowledge

1. What does Flow Orchestration do?

2. What scenarios suit Flow Orchestration?

3. How does Flow Orchestration build processes?

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