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            Use Data Sources in Blueprints and Workflows in Agentforce Supply Chain

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            Use Data Sources in Blueprints and Workflows in Agentforce Supply Chain

            Add data source fields to tasks, and select rows from a data source when completing work in Agentforce Supply Chain.

            Required Editions

            License Required

            This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Supply Chain license.

            To purchase an Agentforce Supply Chain license, contact your Salesforce account executive.
            User Permissions Needed
            To use data sources in blueprints and workflows in Agentforce Supply Chain: Creator role or Admin role

            Add a Data Source Field to a Task in Agentforce Supply Chain

            Add a data source to a task so users can select rows from it.

            1. In a blueprint, open the task where you want to add the data source field.
            2. Add a field.
              • In the Shared information section, click Select field.
              • In the Request information section, click Add a field or role.
            3. Find the data source by name and select it.
            4. Click the pencil next to the field.
            5. To allow users select more than one row, select Allow multiple selections.
            6. To control which columns are visible when users browse the data source table, select the columns to display.
            7. Click Apply.

            Select Records from a Data Source in Agentforce Supply Chain

            Search, filter, and select rows from a data source table when completing a task.

            When completing a task that includes a data source field, select the relevant rows from the data source table. You can search, filter, and page through the table to find what you need.

            1. Open the task.
            2. Find the data source field and then click Select.
              A window opens with the rows and columns of the data source.
            3. To search for data, enter keywords in the search bar.
            4. Select the rows and click Hide unselected to review your selections before confirming.
            5. Click Done.
            6. To change your selections later, click Edit on the field and update your selections.
              Changes to selected rows appear in the task's activity history. If you update the data source and a value in a selected row changes, the new value is automatically reflected in the task.
             
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