Flow Orchestration and Flow are the future of automation in Salesforce. With Flow Orchestrator, admins can build highly customizable approval solutions to suit all of their business requirements. The new However, Approval Orchestrator from Forcelution extends Flow Orchestration to provide the best combination of flexibility, ease of use, and power! This Salesforce add-on is now available on the AppExchange and provides an easy and intuitive wizard to create Orchestrator approval processes in very little time. Simply specify the object, entry criteria, and approver details, and click “Create”! The application automatically generates the appropriate parts of the underlying orchestration for you. And because these concern flows, you simply edit and extend the logic when business requirements change.
Generate approval processes in just a few clicks
As an admin, you can define your approval process via an intuitive jump start wizard. Approval Orchestrator automatically generates and deploys the orchestration and associated flows that make up your approval process.
Leverage all the power and flexibility of Flow
Once the orchestration and associated flows are generated, you can easily extend them to fit your specific business requirements. For example, you can add a Slack message to notify approvers upon submission of an approval request.
Create Approval Request reports
In contrary to standard Salesforce approval processes, Approval Orchestrator stores approval requests and steps in reportable objects. This gives you the possibility to create reports and dashboards on approval requests, so that approval managers always exactly and in real-time know what’s going on.
With the current jump start wizard of Approval Orchestrator you can generate the orchestration and associated flows for a simple approval process. The generated orchestration and flows can be enhanced in Orchestrator / Flow Builder. We are working on functionality to make generating approval processes and managing approval requests even easier. These roadmap items will be made available in the upcoming releases.
Advanced Approval Process Wizard
In addition to the current jump start wizard, you can soon choose to use a wizard for generating more advanced Orchestrator approval processes. This wizard will be like the six-step wizard for creating Salesforce approval processes. The new wizard will allow you to generate multi-stage approval processes, including different actions and approvers. In just a few steps, you can create the most advanced approval processes, exactly suiting your specific business requirements!
Migration tool for Salesforce Approval Processes
With this migration tool you can easily migrate your existing Salesforce approval processes to Orchestrator approval processes. This means you can keep your existing approval functionality, but at the same time have the possibility to enhance and further automate your approval processes in Orchestrator and Flow Builder. Also, Approval Orchestrator uses reportable objects to store approval requests and approval steps. This means you can finally create reports and dashboards on approvals.
Mass Approval Management Tool
Our existing app “Enhanced Approval Requests Pro” gives users the possibility to submit multiple records in one go for approval, and allows approval managers to filter and mass approve, reject, or reassign pending approval requests. This “mass management” functionality is currently only available for Salesforce approval processes, but will soon also be made available for Orchestrator approval processes. Approval Orchestrator will be a huge time saver for your entire organization!
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Want to try Approval Orchestrator?
Install a free 30-days trial from the AppExchange or find out or more on https://forcelutionapps.com/approval-orchestrator/.
Learn about the range of Approvals options from Salesforce here.