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Ortoo Orchestrator: Agentic Workflow Orchestration | Any LLM, 100% Native

By Ortoo

Control workflow execution, AI usage, and cost in Salesforce. 100% native.

Paid  
Try It
Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Business Need
Sales
Productivity
Customer Service
Requires
None
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Control how operational work is handled in Salesforce. Ortoo Orchestrator runs case triage, lead routing, claims, and email intake as workflows, intake to resolution. Specialized agents per step, deterministic control, any LLM, 100% native.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
100% Salesforce-native. Bring Salesforce clouds, flows, routing, AI agents, AppExchange apps, and external systems together into a single workflow execution model.

App Details

Version
Orchestrator/Orchestrator 2.15 2.15.0
Listed On
04/30/2024
Latest Release
07/10/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 40
Custom Tabs: 15
Custom Apps: 2
Lightning Components
Global: 32
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/13/2024

Additional Details

Salesforce workflows don't need more automation. They need control. Flows, routing rules, queues, integrations, and AI each solve part of the problem. None controls how work is executed across the whole workflow. The result is delays, manual intervention, and inconsistent outcomes. Ortoo Orchestrator coordinates complex operational workflows in Salesforce, from intake to resolution. Route leads, triage cases, process claims, automate email intake, and orchestrate complex multi-step workflows with AI where it adds value and deterministic logic where certainty matters. Every step is visible, traceable, and auditable. Extend Flow, Omnichannel, Agentforce, and external systems without replacing them. Use any LLM with your own API keys, including OpenAI, Anthropic, Google, AWS, and Azure. Data stays in Salesforce. Proven in production. Cars.com reclaimed 33,600 hours per year across 14,000+ cases per month. Assent Compliance processed 120,000+ records in three months across 16 teams. Built with 15 years of experience fixing Salesforce workflows, by the team behind Q-assign, trusted by Salesforce customers worldwide. Priced per work item completed, not per token or AI action.

Need help?

Ortoo

London, UK

Sales: sales@ortooapps.com Support: support@ortooapps.com Knowledge Base: https://actionshelp.ortooapps.com/home

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