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            Complete Multiple Tasks at a Time in Agentforce Operations

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            Complete Multiple Tasks at a Time in Agentforce Operations

            When you have 5 or more tasks that share the same name, Agentforce Operations creates a dedicated list view. From that list view, you can complete multiple tasks at a time.

            Required Editions

            License Required

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

            To purchase an Agentforce Operations license, contact your Salesforce account executive.

            A smart list view for tasks with the same name appears on your Tasks page when 5 or more of your assigned tasks share the same name. Instead of opening each task individually, you can enter information and complete all matching tasks directly in the list view table. These list views are useful for high-volume, repetitive tasks such as approving a batch of purchase orders or submitting the same data for multiple suppliers.

            1. In the navigation sidebar, click Tasks.
            2. Open the view whose name matches the group of tasks you want to complete.

              Smart task list views appear alongside your other task list views. The list view name matches the task name.

            3. Enter any requested information directly in the list view table.
            4. Select the tasks that you want to complete.
            5. Take action on the selected tasks.
              • For standard tasks, click Complete or Report a problem.
              • For approval tasks, click Approve or Reject.
             
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            Salesforce Help | Article