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            About Tags and Tag Categories in Agentforce Operations

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            About Tags and Tag Categories in Agentforce Operations

            Use tags to classify and organize blueprints and workflows in Agentforce Operations. Group related tags into tag categories to make them easier to find, and use tags as filters on workflow list views.

            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.

            Tags

            Add tags to a blueprint to categorize it. For example, create tags High, Medium, Low, and then assign High to blueprints that are high priority. The tags set on a blueprint are also set on any workflow that runs from that blueprint.

            Tag Categories

            Tag categories enable you to group related tags together so they're easier to find when selecting tags. For example, add Priority as a tag category for your High, Medium, and Low tags so they're grouped together in the tag selection menu.

            How to Use Tags

            Use tags as filters on workflow list views to make it easier to find workflows based on specific classifications.

             
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            Salesforce Help | Article