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Optimize and Automate Business Processes with Agentforce Operations
Agentforce Operations is a complete solution for streamlining your business processes driven by speed, automation, and accuracy by using AI-powered agents.
Required Editions
| License Required |
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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. |
Agentforce Operations automates repetitive work, routes tasks to the right people or AI agents, and tracks progress from start to finish. Build process templates called blueprints one time, then run them as many times as needed as automated workflows. Blueprints organize work into stages and tasks. Assign tasks to people or AI agents, and collect information at each step.
New to Agentforce Operations? For a guided walkthrough of the key concepts and how to set up your workspace for the first time, see Get Started with Agentforce Operations. For a deeper look at what Agentforce Operations does and who uses it, see About Agentforce Operations.
What You Can Do
Agentforce Operations combines automation, collaboration, and AI to streamline your business processes:
- Blueprints: Create reusable templates with stages, tasks, and conditional logic. Blueprints define the structure one. Then you can run that structured process many times with different data by starting workflows from the blueprint. Learn more in Designing Automation Templates in Blueprints in Agentforce Operations.
- Manage blueprints: Update published blueprints with new versions, collaborate with other editors, delete blueprints, and control workflow locking. Learn more in Manage Blueprints in Agentforce Operations.
- AI agents: Assign tasks to AI-powered agents that can extract data from documents, validate information, compare files, and perform other knowledge work automatically. Learn more in AI Agents in Agentforce Operations.
- Task management: Route work to the right people or teams, set due dates, track progress, and collect information through forms and fields. Learn more in Configure Tasks in Agentforce Operations.
- Run workflows: Start workflows from blueprints, monitor progress, and manage running workflows from start to finish. Learn more in Run Workflows in Agentforce Operations.
- Complete tasks: Users complete assigned tasks by filling out forms, uploading documents, approving or rejecting work, and submitting responses. Learn more in Complete Tasks in Agentforce Operations.
- Workflow tracking: Monitor running workflows, view task status, and manage exceptions from a centralized dashboard. Learn more in Track Workflows in Agentforce Operations.
- Admin controls: Manage users, roles, teams, integrations, and workspace settings from the Admin page. Learn more in Administer Your Agentforce Operations Workspace from the Admin Page.
How Agentforce Operations Works
Start by creating a blueprint that defines your process. Add stages to organize work into phases, and add tasks within each stage. You can assign tasks to people, teams, roles, or AI agents. Configure when tasks start, when they're due, what information they collect, and what happens when they complete. After your blueprint is ready, publish it and start running workflows from it. Each workflow is an instance of the blueprint running with specific data. Learn more in How Blueprints, Workflows, and Tasks Connect in Agentforce Operations.
To learn more, explore these links.
- Get Started with Agentforce Operations
Agentforce Operations automates structured business processes by using blueprints, workflows, and AI agents. Learn the concepts and set up your workspace for the first time. - Administer Your Agentforce Operations Workspace from the Admin Page
As an admin, manage people, teams, integrations, data sources, AI agents, and workspace settings from the Admin page in Agentforce Operations. - Designing Automation Templates in Blueprints in Agentforce Operations
Learn how blueprints work as reusable templates for automated workflows in Agentforce Operations. - Manage Blueprints in Agentforce Operations
Maintain and evolve your blueprints over time in Agentforce Operations. Learn how versioning works, when to use collaborative editing, and what happens when you delete blueprints. - Run and Manage Automated Workflows in Agentforce Operations
Workflows are the running instance of your process that move through stages and tasks until they complete. Most workflows run from blueprints, but you can also create them directly. Learn how workflows progress, how to track and edit them, who can access them, and how to pause or end them. - Complete Tasks in Agentforce Operations
Complete your assigned tasks in the workspace, reply to tasks by email, or use task list views to focus on the tasks that need your attention. - Track Workflows in Agentforce Operations
Monitor workflow activity, status, and progress so you can spot bottlenecks, manage due dates, and keep work on schedule. Use the Home page, list views, and filters to focus on the workflows that matter most to you. - Build a Content Approval Workflow in Agentforce Operations
Build a content approval blueprint in Agentforce Operations to automate your team's review and sign-off process. This example walks you through creating fields, configuring stages and tasks, testing the workflow end to end, and publishing the blueprint.
