Salesforce Flow Orchestrator multi-user automation best practices (2025)
View on GitHubJosiahSiegel/claude-plugin-marketplace
salesforce-master
plugins/salesforce-master/skills/flow-orchestrator-2025/SKILL.md
January 20, 2026
Select agents to install to:
npx add-skill https://github.com/JosiahSiegel/claude-plugin-marketplace/blob/main/plugins/salesforce-master/skills/flow-orchestrator-2025/SKILL.md -a claude-code --skill flow-orchestrator-2025Installation paths:
.claude/skills/flow-orchestrator-2025/## ๐จ 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 WRONG: `D:/repos/project/file.tsx` - โ 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) | โ Yes | Multi-user, sequential stages | | Quote-to-Cash (Sales โ Finance โ Operations) | โ Yes | Cross-functional a