Northern Trail Outfitters (NTO) uses Flow Orchestration to automate quote development.

To ensure the "Review Quote" work item is assigned to the correct Salesforce user within the team of technical writers, the following approach can be used:

Creating a Group:

Create a Group in Salesforce that includes all the technical writers who are eligible to perform the "Review Quote" work item. This group acts as a collective resource pool.

Assigning the Work Item to the Group:

When the "Review Quote" work item is created in Flow Orchestration, assign it to the group rather than an individual user. Salesforce will then allow any available technical writer within the group to pick up and complete the task.

Ensuring Flexibility and Availability:

This method ensures that the work item can be completed by any technical writer in the team, providing flexibility and improving the chances of timely completion by utilizing the group's collective availability.

References:

Salesforce Flow Orchestration Documentation