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Automate Complex Processes with Orchestrations
As your company grows, so does the complexity of your workflows. Processes often require input from multiple users in multiple departments across multiple time zones. This increased complexity results in an increased amount of time spent waiting for each person to complete their task in the proper order. Flow Orchestration helps you streamline this process with orchestrations: multi-step processes that interact with multiple users and systems.
What Is Flow Orchestration?
An orchestration is a sequence of stages, each comprised of one or more steps. A stage can contain background, interactive, and MuleSoft steps.
Interactive steps have an assigned user and execute a designated screen flow. An admin places the Orchestration Work Guide Lightning App Builder component on the page layout for the type of record where a person can complete the interactive step assigned to them. When an orchestration runs an interactive step, the designated user receives an email with a link to their assigned action. The assigned user clicks the link to go to the record where they complete their action in the Work Guide.
Background steps call an autolaunched flow that Salesforce executes. They can run synchronously or asynchronously and have no user interaction.
MuleSoft steps call a MuleSoft action that Salesforce executes. They run asynchronously and have no user interaction.
When To Use Flow Orchestration
Use Flow Orchestration to create advanced approval processes, task lists for groups, or any other processes that require multiple interrelated steps. For example, consider employee onboarding that requires a new employee to go through a multi-level, multi-user, multi-system approval process to get equipment and access to digital company resources. Use Flow Orchestration to compose and orchestrate that complex process, and enjoy a top-level experience to manage and monitor every onboarding.
- About Flow Orchestration
Review Flow Orchestration permissions, editions, limitations, considerations, and entitlements. - Get Started with Flow Orchestration
Review resources to help you learn about Flow Orchestration. - Designing for Flow Orchestration
Learn about what an orchestration is made of and how it relates to flows. - Build an Orchestration
Use Flow Orchestration to build sophisticated business processes by combining and coordinating flows. - Troubleshoot Orchestrations
To troubleshoot a failed orchestration run, use the orchestration fault email. To test an orchestration and observe what happens as it runs, use the debug option. - Deploy an Orchestration
After you design and test your orchestration, it’s time to put it to work! - Manage Orchestrations and Work Items
Manage orchestrations and work items with list views. Cancel or suspend a running orchestration. Resume an orchestration run that failed within the previous 14 days because of an error in an action or flow called by a step. Or resume an orchestration run that was manually suspended. Reassign work items that have been assigned, but not completed. - Flow Orchestration Reference
Bookmark this page for quick access to information about orchestration elements, resources, events, and more.
