Understanding Your Salesforce Approvals Choices

The world of approvals has gotten richer and more complex in the last year or two. Here’s a summary of your options. ‘Legacy’ Approval Processes We informally use the word “Legacy” here at Salesforce when talking about Approval Processes, the classic technology available in Setup at no additional cost: In evolutionary terms, if you’ll permit […]

Using Orchestrator with OmniScripts to Address Health Use Cases

From Dean Fischesser, one of the nicest Orchestration demos I’ve seen: In this great demo created by the business process involves a complex set of steps needed to onboard a Physician into a health system: Completion of an initial Omniscript…. …triggers the underlying orchestration: Note that the screen flow forming the first interactive step has […]

Transactions and Flow Orchestration

Think of an Orchestration step as a core flow surrounded by a layer that tracks who that flow is assigned to and what determines when that flow has been properly completed. Once the main orchestration flow starts, it will pause and go to sleep when all appropriate steps have been started. Then it will wake up when […]