• Title and Copyright Information
• Get Help
• 1 About the Orchestration Playbook
  • How to Use This Playbook
• 2 Enable the Orchestration Feature
  • Enable the Orchestration Feature
  • Enable Opportunity and Lead Activity Configurations for Orchestration
• 3 Email Templates
  • Create Email Templates (Message Templates)
• 4 How Orchestration Works
  • Guide Salespeople Through Best Practices Using Orchestration
  • How Salespeople Interact with Orchestrations
  • Orchestration Stages
  • Manual and Automatic Steps
  • Orchestration Objectives
  • Types of Orchestration Steps
• 5 Create Orchestrations
  • Overview of the Steps to Create Orchestrations
  • Create Sales Methods and Stages
  • Enter Basic Details for the Orchestration
  • Create the List of Objectives
  • Two Ways of Creating Orchestration Steps
    • Create Orchestration Steps as a Diagram
      • The Logic Node
      • Add a Logic Node for Failure Paths
      • Can I create multiple tasks within a step?
    • Create the Orchestration Steps on the Steps Tab
  • Orchestration Validation Process
  • Specify Step Due Dates and Grace Periods
  • Orchestration Step Examples
    • Call and Web Conference Appointment Step
    • Send Email Step
    • Step to Review Opportunity or Lead Information
    • Step That Creates a Manual Task for Others
    • Step for Manual Opportunity Field Updates
    • Wait Step
    • Stop Step
    • Step That Automatically Updates Fields
    • Automate Actions Using a Groovy Script
    • Automatically Send a Mail-Merged Email
  • Associate Records to Orchestrations
  • Ensure That Overdue Steps Aren't Left Hanging
  • Orchestration Validations and Minimum Requirements
    • Can I create an orchestration with just one stage and one step?
  • Test an Orchestration
  • Activate an Orchestration
  • Edit an Orchestration
  • Remove an Orchestration from Use by Archiving It
  • Copy an Orchestration by Cloning It
  • Export and Import Orchestrations
    • What do I do if I get an error on a custom fixed-choice list when importing orchestrations?
  • Leads Orchestration Example
  • Orchestration Lookups
• 6 Set Up Orchestration for Custom Objects
  • Set Up Orchestration for Custom Objects
    • Create a Custom Object with Child and Other Object Relationships in a New Sandbox
    • Enable the Custom Object for Orchestration and Publish the Sandbox
    • Setup Orchestration for the Custom Object and Enable for Adaptive Search
    • Generate Visual Builder UI Pages for Your Custom Object
    • Import files into Visual Builder Studio
    • Enable Guidance Panel and Orchestration Subviews and Test the Runtime