To address the comprehensive, multi-step process automation requirement at Northern Trail
Outfitters (NTO), a single flow orchestration that uses Stages and Steps is the best solution.
Flow Orchestration in Salesforce:
Stages and Steps: Flow Orchestration allows Salesforce admins to build sophisticated automations by
structuring the flow into Stages (representing different parts of the process) and Steps (individual
actions within each Stage).
User Inputs and Automated Actions: By leveraging Stages and Steps, Salesforce Flow Orchestration
can handle both user inputs and backend automated steps seamlessly, ensuring the entire process is
automated and organized efficiently.
Error Handling and Conditional Logic: It also allows for conditional logic and error handling, ensuring
that the flow can adapt to various scenarios that may arise during the automation process.
Comprehensive Process Automation:
Single User Execution: Given that the requirement specifies that a single user will execute the
process after a case record is created, Flow Orchestration is ideal as it can manage the end-to-end
process in a structured manner, without requiring multiple flows or complex configurations.
Reference:
Salesforce documentation on Flow Orchestration provides detailed insights on how to design and
implement such solutions.