Simple Flow Orchestrator in Salesforce

Simple Flow Orchestrator in Salesforce

To build Salesforce Orchestration, check the following:

Sample Flow Orchestrator:

Scenario:

When an Account record is created.

Stage 1:

1. Update the Case Description to Stage 1.

2. Wait for the Screen Flow to complete.

Stage 2:

1. Update the Case Description to Stage 2.

To create Salesforce Flow Orchestrator, follow the below steps.

1. Go to Flows in Setup.

2. Click New button.

3. Select All + Templates tab.

Sample Flow Orchestration

Step 1 of Stage 1:

Step 2 of Stage 1:

 

Step 1 of Stage 2:

Add the Orchestrator Work Guide to the Lightning Record Page

Output:

When the account record is created, it will update the Description to Stage 1, sends an email for the interactive step 2 to complete and the Screen Flow will be available in the Work Guide to Complete.

Sample Email Notification for the Interactive Step:

Video Reference:

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