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Get Started with Agentforce Supply Chain
Learn the basics of Agentforce Supply Chain (formerly known as Regrello) and how to start managing automated workflows for your team.
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. |
What Is Agentforce Supply Chain?
Agentforce Supply Chain is a collaborative workflow management platform that helps teams coordinate and complete complex processes. Create dependency-driven workflows, assign work to internal and external team members, and track progress in real time.
Main capabilities include:
- Building reusable templates for repeatable workflows.
- Creating and managing workflows with multiple stages and tasks.
- Collaborating with internal teams and external partners.
- Tracking workflow progress and status.
- Integrating with other systems and tools.
Key Concepts
Understanding these main concepts helps you get the most out of Agentforce Supply Chain:
- Blueprints
- Reusable templates that define the stages, tasks, and rules for an automated process. You create a blueprint one time and use it to launch workflows.
- Workflows
- A running instance of a blueprint. Each workflow tracks a specific process through to completion with its own data and timeline.
- Tasks
- Individual work items within a workflow. Each task is assigned to people, teams, or AI agents. Assignees can complete tasks in the platform or by email.
- Stages
- Stages are groups of related tasks within a blueprint or workflow. Stages help organize work and can have dependencies, ensuring users complete tasks in the correct order.
For a deeper look at how these concepts relate to each other, see How Blueprints, Workflows, and Tasks Work Together in Agentforce Supply Chain.
Prerequisites for Set Up
After you purchase an Agentforce Supply Chain license, an Agentforce Supply Chain workspace is created for your business that's external to your Salesforce org. When the workspace is ready, you receive an email with information on how to access your Agentforce Supply Chain workspace.
Before beginning setup, make sure that you have:
- An Agentforce Supply Chain license.
- You’ve received the welcome email with access instructions.
- Your User Account has the Admin role for your workspace.
- A list of users who need access to the platform.
- Documentation of your business processes (optional, for creating blueprints).
Set Up Your Workspace
Setting up your workspace involves several key steps to prepare for process automation. Follow these steps to get your workspace ready for your team.
-
Log in to the
platform
Access your workspace by using the invitation email that you received after purchase.
-
Review user roles and permissions
Use roles to control what users can see and do.
-
Add
users
Invite team members to participate in the workspace.
-
Set
up a blueprint
Prepare an automated workflow template by using existing blueprints, creating one with AI, or building one from scratch.
-
Create
and start a workflow
Launch a workflow from your blueprint and begin automating your business process.
Next Steps
After setting up your workspace, explore other features to enhance your automated processes:
Advanced
After getting familiar with Agentforce Supply Chain, use these advanced features to take your process to the next level.
- Configure integrations with other systems, like SharePoint.
- Set up conditional branching in workflows.
- Link workflows together for complex processes.
- Create blueprint variations for different scenarios.
