flow-orchestrator-2025

ไป“ๅบ“: josiahsiegel/claude-plugin-marketplace
ๅฎ‰่ฃ…้‡: 54
ๆŽ’ๅ: #13733

ๅฎ‰่ฃ…

npx skills add https://github.com/josiahsiegel/claude-plugin-marketplace --skill flow-orchestrator-2025

๐Ÿšจ CRITICAL GUIDELINES Windows File Path Requirements

MANDATORY: Always Use Backslashes on Windows for File Paths

When using Edit or Write tools on Windows, you MUST use backslashes () in file paths, NOT forward slashes (/).

Examples:

โŒ WRONG: D:/repos/project/file.tsx โœ… CORRECT: D:\repos\project\file.tsx

This applies to:

Edit tool file_path parameter Write tool file_path parameter All file operations on Windows systems Documentation Guidelines

NEVER create new documentation files unless explicitly requested by the user.

Priority: Update existing README.md files rather than creating new documentation Repository cleanliness: Keep repository root clean - only README.md unless user requests otherwise Style: Documentation should be concise, direct, and professional - avoid AI-generated tone User preference: Only create additional .md files when user specifically asks for documentation Salesforce Flow Orchestrator (2025) What is Flow Orchestrator?

Flow Orchestrator enables you to orchestrate multi-user, multi-step, and multi-stage business processes without code. It allows different users to complete sequential tasks within a unified workflow, with built-in approvals, conditional logic, and error handling.

Key Capabilities:

Multi-User Workflows: Assign tasks to different users/teams across stages Stage-Based Execution: Organize work into logical stages Background Automation: Combine user tasks with automated steps Visual Progress Tracking: Users see their position in the workflow Fault Paths: Handle errors gracefully (Summer '25) No-Code: Build complex processes without Apex When to Use Flow Orchestrator Use Case Flow Orchestrator? Why Employee Onboarding (HR โ†’ IT โ†’ Manager) โœ… Yes Multi-user, sequential stages Quote-to-Cash (Sales โ†’ Finance โ†’ Operations) โœ… Yes Cross-functional approval process Case Escalation (L1 โ†’ L2 โ†’ L3 Support) โœ… Yes Tiered assignment with SLAs Simple record automation (create/update) โŒ No Use Record-Triggered Flow Single-user process โŒ No Use Screen Flow Batch data processing โŒ No Use Scheduled Flow or Apex Batch Orchestration Architecture Orchestration = Stages โ†’ Steps โ†’ Background Automations

Stage 1: "HR Review" โ”œโ”€ Step 1.1: Interactive Step (HR Manager reviews) โ”œโ”€ Step 1.2: Background Automation (create records) โ””โ”€ Decision: Approved? โ†’ Next Stage : End

Stage 2: "IT Provisioning" โ”œโ”€ Step 2.1: Interactive Step (IT assigns equipment) โ”œโ”€ Step 2.2: Background Automation (provision accounts) โ””โ”€ Step 2.3: Interactive Step (IT confirms completion)

Stage 3: "Manager Onboarding" โ”œโ”€ Step 3.1: Interactive Step (Manager schedules 1:1) โ””โ”€ Step 3.2: Background Automation (send welcome email)

Building an Orchestration (Step-by-Step) Example: Employee Onboarding Process

Requirements:

HR reviews new hire documents โ†’ Approved/Rejected If approved, IT provisions accounts and equipment Manager schedules first day and assigns mentor System sends notifications at each stage Step 1: Create Orchestration Setup โ†’ Flows โ†’ New Flow โ†’ Orchestration Name: Employee_Onboarding Object: Employee__c (custom object) Trigger: Record Created, Status = 'Pending Onboarding'

Step 2: Design Stages

Stage 1: HR Document Review

Stage Name: HR_Document_Review Stage Description: HR verifies employee documentation Run Mode: One at a Time (sequential)

Step 1.1 (Interactive): - Name: Review_Documents - Assigned To: Queue "HR_Onboarding_Queue" - Due Date: 2 days from start - Screen Flow: HR_Document_Review_Screen - Inputs: Employee__c.Id

Step 1.2 (Background - Decision): - If HR_Approved = true โ†’ Next Stage - If HR_Approved = false โ†’ End + Send Rejection Email

Stage 2: IT Provisioning

Stage Name: IT_Provisioning Condition: Runs only if Stage 1 approved

Step 2.1 (Interactive): - Name: Assign_Equipment - Assigned To: Queue "IT_Provisioning_Queue" - Due Date: 3 days from stage start - Screen Flow: IT_Equipment_Assignment - Inputs: Employee__c.Id

Step 2.2 (Background): - Name: Create_AD_Account - Autolaunched Flow: Create_Active_Directory_Account - Inputs: Employee__c.Email, Employee__c.FirstName

Step 2.3 (Background): - Name: Send_IT_Confirmation - Action: Send Email Template - Recipient: Employee__c.Email - Template: Welcome_Email

Stage 3: Manager Setup

Stage Name: Manager_Setup Depends On: Stage 2 complete

Step 3.1 (Interactive): - Name: Schedule_First_Day - Assigned To: Employee__c.Manager__c - Due Date: 1 day from stage start - Screen Flow: Manager_Onboarding_Tasks

Step 3.2 (Background): - Name: Update_Status - Record Update: Employee__c.Status = 'Onboarding Complete'

Step 3: Implement Fault Paths (Summer '25)

Fault Path on IT Provisioning Failure:

If Step 2.2 (Create_AD_Account) fails: โ”œโ”€ Retry Step (1 attempt after 10 minutes) โ”œโ”€ If still fails: โ”‚ โ”œโ”€ Send email to IT Manager with error details โ”‚ โ”œโ”€ Create Task for manual provisioning โ”‚ โ””โ”€ Assign Interactive Step to IT Manager for resolution โ””โ”€ Continue to Stage 3 (don't block entire process)

Configuration:

Step 2.2: Create_AD_Account โ”œโ”€ Fault Path Enabled: true โ”œโ”€ Retry Attempts: 1 โ”œโ”€ Retry Delay: 10 minutes โ””โ”€ On Final Failure: โ”œโ”€ Create Task โ”‚ โ”œโ”€ Subject: "Manual AD Account Creation Needed" โ”‚ โ”œโ”€ Assigned To: IT_Manager_Queue โ”‚ โ””โ”€ Priority: High โ””โ”€ Send Email Notification โ”œโ”€ Template: IT_Provisioning_Failure โ””โ”€ Recipients: IT Managers

Interactive Steps vs Background Steps Interactive Steps

Use for: Actions requiring human judgment or input

Interactive Step Configuration: โ”œโ”€ Screen Flow: Define UI for user input โ”œโ”€ Assigned To: User, Queue, or Role โ”œโ”€ Due Date: Formula (TODAY() + 2 for 2 days) โ”œโ”€ Instructions: What user should do โ”œโ”€ Input Variables: Data passed to screen flow โ””โ”€ Output Variables: Data returned from user

Example Screen Flow (HR Review):

Screen: Review Documents โ”œโ”€ Display: Employee Name, Position, Documents Uploaded โ”œโ”€ Input: Radio Button (Approve / Reject) โ”œโ”€ Input: Text Area (Comments - required if reject) โ””โ”€ Action: Save & Submit

Output Variables: - HR_Approved (Boolean) - HR_Comments (Text)

Background Steps

Use for: Automated actions without user interaction

Background Step Types: โ”œโ”€ Autolaunched Flow: Call another flow โ”œโ”€ Apex Action: Invoke Apex method โ”œโ”€ Send Email: Email template or custom โ”œโ”€ Post to Chatter: Notify users โ”œโ”€ Create Records: DML operations โ”œโ”€ Update Records: Field updates โ”œโ”€ External Service: REST callout โ””โ”€ Wait: Pause for duration or until condition

Advanced Patterns Pattern 1: Conditional Stage Execution

Use Case: Skip stages based on criteria

Stage 2: Manager Approval Condition: Order_Total__c > 10000

Entry Criteria Formula: {!$Record.Order_Total__c} > 10000

Result: - If order <= $10,000 โ†’ Skip Stage 2, go to Stage 3 - If order > $10,000 โ†’ Execute Stage 2 (manager approval required)

Pattern 2: Parallel Steps Within Stage

Use Case: Multiple teams work simultaneously

Stage 3: Parallel Provisioning Run Mode: All at Once (parallel)

Step 3.1 (Interactive): IT assigns laptop [Assigned to IT Queue] Step 3.2 (Interactive): Facilities assigns desk [Assigned to Facilities Queue] Step 3.3 (Interactive): HR orders business cards [Assigned to HR Queue]

Stage completes when: All steps complete

Pattern 3: Dynamic Assignment

Use Case: Assign to different users based on record data

Step Assignment Formula: IF( {!$Record.Region__c} = 'West', {!$User.WestCoastManager}, IF( {!$Record.Region__c} = 'East', {!$User.EastCoastManager}, {!$User.DefaultManager} ) )

Pattern 4: SLA Monitoring

Use Case: Escalate if step not completed on time

Step Due Date: {!$Flow.CurrentDate} + 2 (2 days)

Scheduled Flow: Check_Overdue_Steps - Schedule: Daily at 8 AM - Query: OrchestrationWorkItem where DueDate < TODAY AND Status = 'In Progress' - Action: Send escalation email to manager

Monitor with SOQL:

// Query overdue orchestration steps List overdueItems = [ SELECT Id, Label, StepDefinitionName, AssignedToId, RelatedRecordId, DueDate, Status FROM FlowOrchestrationWorkItem WHERE DueDate < TODAY AND Status = 'InProgress' ORDER BY DueDate ASC ];

// Send escalation notifications for (FlowOrchestrationWorkItem item : overdueItems) { sendEscalationEmail(item); }

Monitoring and Reporting FlowOrchestrationWorkItem Object

Query work items for reporting:

// Active orchestrations List activeItems = [ SELECT Id, Label, StepDefinitionName, AssignedToId, CreatedDate, LastModifiedDate, DueDate, Status, RelatedRecordId FROM FlowOrchestrationWorkItem WHERE Status = 'InProgress' ORDER BY DueDate ASC ];

// Calculate time spent in each step for (FlowOrchestrationWorkItem item : activeItems) { Long milliseconds = item.LastModifiedDate.getTime() - item.CreatedDate.getTime(); Decimal hours = milliseconds / (1000.0 * 60 * 60); System.debug('Step: ' + item.Label + ', Time: ' + hours + ' hours'); }

Dashboard Metrics

Key Metrics to Track:

  1. Average Time per Stage SELECT StepDefinitionName, AVG(LastModifiedDate - CreatedDate) as AvgDuration FROM FlowOrchestrationWorkItem WHERE Status = 'Completed' GROUP BY StepDefinitionName

  2. Completion Rate by Assignee SELECT AssignedToId, COUNT(CASE WHEN Status = 'Completed' THEN 1 END) as Completed, COUNT(CASE WHEN DueDate < TODAY AND Status = 'InProgress' THEN 1 END) as Overdue FROM FlowOrchestrationWorkItem GROUP BY AssignedToId

  3. Bottleneck Identification

  4. Which steps take longest?
  5. Which steps have highest rejection/failure rate?
  6. Which assignees have most overdue items?

Custom Dashboard Component public class OrchestrationMetrics { @AuraEnabled(cacheable=true) public static Map getMetrics() { Map metrics = new Map();

    // Total active orchestrations
    Integer active = [SELECT COUNT() FROM FlowOrchestrationWorkItem WHERE Status = 'InProgress'];
    metrics.put('active', active);

    // Overdue count
    Integer overdue = [SELECT COUNT() FROM FlowOrchestrationWorkItem
                      WHERE Status = 'InProgress' AND DueDate < TODAY];
    metrics.put('overdue', overdue);

    // Average completion time (last 30 days)
    AggregateResult[] avgTime = [
        SELECT AVG(LastModifiedDate - CreatedDate) avgDuration
        FROM FlowOrchestrationWorkItem
        WHERE Status = 'Completed'
          AND CreatedDate = LAST_N_DAYS:30
    ];
    metrics.put('avgCompletionHours', (Decimal)avgTime[0].get('avgDuration') / (1000.0 * 60 * 60));

    return metrics;
}

}

Integration with Other Features Pattern: Orchestration + Approval Process Stage 2: Manager Approval โ”œโ”€ Step 2.1 (Interactive): Manager reviews โ”‚ โ””โ”€ Screen Flow with Approve/Reject buttons โ”œโ”€ Background Automation: Update approval status โ””โ”€ If Approved: Proceed to Stage 3 If Rejected: Send rejection email, End orchestration

Pattern: Orchestration + Platform Events

Publish events at stage transitions:

trigger OrchestrationStageTrigger on FlowOrchestrationStageInstance (after insert, after update) { List events = new List();

for (FlowOrchestrationStageInstance stage : Trigger.new) {
    if (stage.Status == 'Completed') {
        events.add(new OrchestrationStageEvent__e(
            OrchestrationId__c = stage.OrchestrationInstanceId,
            StageName__c = stage.StepDefinitionName,
            CompletedDate__c = System.now()
        ));
    }
}

if (!events.isEmpty()) {
    EventBus.publish(events);
}

}

Subscribe externally:

// External system tracks orchestration progress client.subscribe('/event/OrchestrationStageEvent__e', (message) => { const { OrchestrationId__c, StageName__c } = message.data.payload; console.log(Stage ${StageName__c} completed for ${OrchestrationId__c});

// Update external dashboard
updateOrchestrationStatus(OrchestrationId__c, StageName__c);

});

Pattern: Orchestration + Agentforce

AI agent handles certain steps:

Stage 2: Document Verification โ”œโ”€ Step 2.1 (Background): AI agent verifies documents โ”‚ โ””โ”€ Agentforce Action: Verify_Document_Compliance โ”‚ - Uses Einstein OCR to extract text โ”‚ - Uses LLM to validate against compliance rules โ”‚ - Returns: Compliant (true/false) + Confidence score โ”œโ”€ Decision: If confidence < 90% โ†’ Human review โ””โ”€ Step 2.2 (Interactive - Conditional): Human verifies (if AI uncertain)

Best Practices Design Plan stages before building: Sketch workflow on paper/whiteboard One business process per orchestration: Don't combine unrelated processes Meaningful stage/step names: Use business terminology, not technical jargon Clear instructions: Tell users exactly what to do in each step Appropriate due dates: Balance urgency with realistic timelines Performance Minimize steps per stage: <10 steps per stage for maintainability Avoid unnecessary waits: Only pause when truly needed Bulkify background automations: Process multiple records efficiently Use decision logic wisely: Skip unnecessary stages with conditions Monitor active orchestrations: Archive completed ones regularly Error Handling Always implement fault paths (Summer '25): Don't let failures block entire process Retry transient errors: Network issues, temporary API failures Escalate permanent errors: Create tasks for manual intervention Log failures: Track what went wrong for troubleshooting Test error scenarios: Intentionally trigger failures in sandbox Security Respect sharing rules: Use "with sharing" in Apex called by orchestrations Field-level security: Ensure users have access to fields in screen flows Queue membership: Verify users in queues have necessary permissions Sensitive data: Mask or encrypt PII in screen flows and work items User Experience Mobile-friendly screens: Many users work on mobile devices Progress indicators: Show users where they are in process Clear next steps: Always tell users what happens after they complete a step Timely notifications: Send reminders before due dates Feedback on submission: Confirm action was successful Troubleshooting Common Issues

Issue 1: Work items not appearing for users

Causes: - User not in assigned queue - User lacks permission to object - Filter criteria on view excludes item

Solution: 1. Check queue membership: Setup โ†’ Queues 2. Verify object permissions: User profile/permission set 3. Review work item list view filters

Issue 2: Background step failing silently

Causes: - Apex error in called flow/action - Required field missing - Governor limit exceeded

Solution: 1. Enable debug logs: Setup โ†’ Debug Logs 2. Check Flow error emails: Setup โ†’ Process Automation Settings 3. Implement fault path to catch and handle errors

Issue 3: Orchestration not triggering

Causes: - Trigger criteria not met - Record not updated properly - Orchestration inactive

Solution: 1. Verify record meets entry criteria 2. Check orchestration activation status 3. Review audit trail for record updates

Debug with Apex // Query orchestration details for debugging public class OrchestrationDebugger { public static void debugOrchestration(Id recordId) { // Find orchestration instances for record List instances = [ SELECT Id, Label, Status, CreatedDate FROM FlowOrchestrationInstance WHERE RelatedRecordId = :recordId ORDER BY CreatedDate DESC ];

    for (FlowOrchestrationInstance instance : instances) {
        System.debug('Orchestration: ' + instance.Label);
        System.debug('Status: ' + instance.Status);

        // Get work items
        List<FlowOrchestrationWorkItem> items = [
            SELECT Id, Label, Status, AssignedToId, DueDate
            FROM FlowOrchestrationWorkItem
            WHERE OrchestrationInstanceId = :instance.Id
            ORDER BY CreatedDate
        ];

        for (FlowOrchestrationWorkItem item : items) {
            System.debug('  Step: ' + item.Label + ', Status: ' + item.Status);
        }
    }
}

}

Pricing and Availability Editions: Enterprise, Performance, Unlimited, Developer Included Runs: 600 orchestration runs/year (no charge) Additional Runs: Purchase in blocks for high-volume use Permissions Required: Create/Edit: Manage Flows permission View: View Orchestration in Automation App (Winter '26) Approve Flows: Approval Designer system permission (Winter '26) Resources Flow Orchestrator Guide: https://help.salesforce.com/s/articleView?id=platform.orchestrator_flow_orchestrator.htm Trailhead: "Flow Orchestration Basics" Release Notes: Summer '25 and Winter '26 for latest features FlowOrchestrationWorkItem Reference: Salesforce Object Reference documentation Migration from Process Builder

Process Builder โ†’ Flow Orchestrator:

Process Builder supports only simple automation Flow Orchestrator adds: - Multi-user coordination - Interactive steps - Stage-based organization - Visual progress tracking - Fault handling

When to migrate: - Process involves multiple users - Need stage-based workflow - Want user interface for steps - Require better error handling

Flow Orchestrator transforms complex, cross-functional business processes into visual, manageable workflows that scale across your organization.

โ† ่ฟ”ๅ›žๆŽ’่กŒๆฆœ