Salesforce Flow Orchestration

Demonstrates using flow orchestration to verify Salesforce account addresses, routing work to customer support, updating account fields, and notifying the account owner when addresses are inaccurate.

Configure prerequisites for Salesforce flow orchestration by adding and verifying an organization wide email address, linking it to profiles, and enabling the automated process user email for work item notifications.

Build flows that a Salesforce flow orchestrator triggers, using screen flows, get records, assignment, and update records to verify account addresses and capture owner comments.

Create a flow orchestration by selecting the orchestrator template, choosing record triggered orchestration, and adding a start condition on account records where the country is not null.

Create a verification stage with an interactive screen flow for the customer support team, assign it to a user, and set exit conditions based on step completion.

Add a background step to fetch the updated account record after the screen flow sets account verified, then route the orchestration along the two paths (address accurate or incorrect).

Use a decision element in a screen flow to route based on verification status, pass values to a flow orchestration, and manage correction paths for account address updates.

Add the Work Guide Component to the account record page to enable users to interact with screen flows in the orchestration, mirroring the flow component on record pages.

Execute a Salesforce flow orchestration that triggers on new accounts with a non-null billing country, routes interactive address verification to customer support, and updates status until verified.

Track orchestration work items and runs in the Salesforce admin console. Reassign work items, view history, and debug or cancel ongoing orchestrations.

Route verification tasks by account type using a decision in Salesforce flow orchestration, assigning direct prospect or other types to one user and others to another.

Escalate urgent cases on the Salesforce case object by raising priority to high and routing to a senior queue until closed.

Add work guide component to case page layout and enable show closed statuses; create a high priority queue and assign the case object to a senior support executive for escalation.

Build and orchestrate Salesforce flows for the use case, including auto launch and screen flows to set high case priority, escalate or close, and trigger a survey email.

Create a record-triggered case orchestration in Salesforce Flow that runs when a case is opened or updated with 'urgent' in the subject, excludes closed cases, and sets priority to high.

Add a case escalation screen stage in the flow, pass the case record ID and owner, and decide escalation via a yes/no outcome based on the case escalated choice.

Route the case to a queue using a decision element to escalate or not, and present a screen flow to queue members to close or escalate again.

Use a background step to fetch the updated case status from the flow output, then route based on escalation or closure to send a survey to the case contact.

Learn Salesforce flow orchestration by testing a test case escalation workflow, debugging errors, and validating automated email notifications, case ownership changes, and case closures.

Build an opportunity approval flow with flow orchestration that routes approvals when the opportunity stage is proposal, by discount thresholds and manager availability, involving manager, CFO, and CEO.

Plan and build flows for approval orchestration, calculating the discount on the opportunity using auto launched and screen flows, passing the discount to orchestration to drive approval paths.

Build a record-triggered Salesforce flow orchestration to enforce discount approvals on opportunities, calculating the discount from opportunity products and routing to a manager or auto approving.

Explore Salesforce flow orchestration to create two manager-approval paths, pass the discount to a screen flow, and route the record based on approval or rejection.

Integrate a discount check into the Salesforce flow orchestration by evaluating discounts (0–10%, 10–30%, >30%) after manager approval and updating the opportunity status, plus a chatter notification to the owner.

In Salesforce flow orchestration, add a CFO approval step for discounts 10–30%, pass the record id to the approval flow, and route outcomes to approved or rejected with notifications.

Learn to copy and reuse a stage and its decision logic in a Salesforce flow to handle discounts over 30%, routing to CFO then CEO with clear outcomes and notifications.

Complete the orchestration by routing approvals through the manager, CFO, and CEO based on discount thresholds, handling missing managers, updating approval status, and notifying the opportunity owner.

Demonstrate testing Salesforce flow orchestration for opportunity discounts, including multi-step approvals by the manager, CFO, and CEO, auto approvals for low discounts, and related notifications.

Build a Salesforce flow orchestration that coordinates service agents, engineers, sales, and marketing to resolve major and minor client interruptions from incident creation to closure.

Create a custom interruption object in the service console, then define fields such as category, impact, priority, urgency, and resolution, and configure status and major incident options.

Create a lookup field on the case object to link to the interruption object, letting the service agent tag the interruption that caused the case creation in Salesforce flow orchestration.

Create a queue named engineering in Salesforce in a developer org and add one user; when a new interruption record is created, notify all queue members with a custom notification.

Create custom notifications in Salesforce flows to replace emails, accessible on mobile and web, directing users to specific records for engineer assessments, new interruption alerts, and interruption closures.

Create and connect multiple Salesforce flows for interruption management, including auto launch notifications to engineering and sales teams, screens to capture impact, and evaluation flow for orchestration.

Trigger orchestration on new interruption records and notify the engineering queue, then show instructions to the record owner and collect engineering evaluation (impact, priority, description) via interactive screens.

Determine whether the interruption is major by evaluating the major incident checkbox in a decision element, using the updated record obtained via the interruption record flow.

Leverage the decision element in flow orchestration to route major versus minor interruptions, notify the service rep and related sales reps, gather affected accounts, and update status to diagnosis.

Configure a customer communication step in Salesforce flow orchestration by evaluating impact as high or medium, then display the email screen and assign a work item to the record owner.

Add a resolution stage with a screen flow that lets engineering Q users close the interruption record and related cases; invoke the flow close interruption cases on the record page.

Orchestrate post-resolution notifications in Salesforce by informing account owners, the service rep, and the sales team, while enabling customer updates and testing the flow.

Test orchestration demonstrates end-to-end workflow execution, from creating an interruption record and engineer assessment to notifications, case attachments, and final resolution.

Celebrate mastering flow orchestrations, implementing approval processes, assigning work items to multiple users, and tracking and coordinating work streams as you complete this course and plan your next steps.