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            About Data Sources in Agentforce Operations

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            About Data Sources in Agentforce Operations

            A data source is a table of structured information, such as a supplier list, customer catalog, or product parts database, that admins import into Agentforce Operations. Use data sources to reference and validate data in workflows and tasks.

            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.

            After a data source is added, it appears as a field you can add to a blueprint. When an associated workflow runs, users see the data source as a table and can then select rows to share information or validate submitted data.

            Add data sources by using a CSV file or a REST API connection.

            When configuring the data source, don't forget to grant access to AI agents so they can use that data source.

             
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