Salesforce Flow Orchestrator: A Quick Guide to Look At In 2024 and Beyond
Introduction:
Salesforce Flow Orchestrator introduces a revolutionary product, empowering administrators to seamlessly connect flows and workflows across multiple users. Unlike traditional methods, there is no need to refactor existing Flows to adapt to new features. Flow Orchestrator is designed with compatibility in mind, enabling users to integrate it effortlessly into their existing workflows.
Foundation:
Built on the same flow engine that powers billions of flows monthly across Salesforce, Flow Orchestrator serves a multitude of purposes. It acts as a versatile tool to organize flows for numerous users, accommodating complex processes with multiple steps.
Accessing Flow Orchestra:
To access Flow Orchestra, users can simply tap the gear icon on the home screen, select ‘Process,’ and search for ‘flow’ in the Quick Find box. By choosing ‘Flows’ and clicking on ‘New Flow’ under ‘All+ Templates,’ users can initiate the Flow Orchestration process.
The Nature of the Orchestra:
Flow Orchestrator offers two types of orchestration:
- Autolaunched Orchestration (No Trigger): Invoked using Apex, REST, Processes, and more.
- Record-Triggered Orchestration: Executed whenever a record of the specified type is created or updated.
In the Band:
Within Flow Orchestration, elements are organized into bands, including:
- Steps: Logical actions organized into sequences. Only one step can be active at a time, with defined requirements for completion.
- Procedures: Sequential or simultaneous actions, with interactive features requiring user engagement.
- Flow: Each step requires flow to function, with interactive steps driving the flow. Back steps facilitate predictive flow, and search streams can be used for specific functions.
Flow Orchestration Task Guide:
A screen component within the App Builder, the Flow Orchestration Task Guide is a versatile tool that can be moved to the page where the project object is completed. It creates work items with each transaction step in an orchestra, assigning them to users, groups, or queues. Orchestrations then trigger an email to all recipients with a link to the relevant record page.
Benefits of Implementing Flow Orchestration:
- Increase Efficiency and Productivity: Minimize the time between tasks through parallel workflows, automating work assignments and enabling efficient tracking.
- Reduce Errors and Save Time: Users can complete tasks without switching between devices, reducing the risk of data errors or loss.
- Increase Customer and Employee Satisfaction: Proactive problem-solving and enhanced visibility contribute to faster and more efficient operations.
Conclusion:
With Salesforce Flow Orchestrator, managing and tuning your orchestra becomes a breeze. Its no-code approach simplifies and streamlines complex projects and workflows, offering a faster and more efficient solution for data teams. Elevate your workflow efficiency and orchestrate success with Flow Orchestrator.
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