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Agentforce Supply Chain Tour
Learn the main areas of the Agentforce Supply Chain interface, starting from the Home page. The Home page is a workflows list view. You can view, filter, and manage all workflows from the Home page. Access other areas of Agentforce Supply Chain by using the navigation sidebar.
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. |
Home Page List View (1)
When you are on the Home page, the main area shows a list of all workflows you have access to.
Workflow List View Settings (2)
There are several settings available on the Home page to customize your view.
- All workflows dropdown menu
- Select what saved view to show on the Home page.
- Pagination
- Navigate through pages of results (for example, 1–16 of 16).
- Columns
- Select which columns appear in the workflow list view.
- Filters
- Apply filters by fields, such as workflow status, owner, blueprint, dates, and tags. A badge shows how many filters are active.
- Sort
- Change the order of the workflow list.
- Export
- Export workflow and detailed task data.
- Settings
- Customize what’s shown in the workflow status overview.
Workflow Status Overview (3)
Get a quick overview of the workflow data that’s most important to you. For example, easily get the number of workflows with problems, workflows with overdue stages, and on-track workflows. Customize what’s shown in the workflow list settings.
Navigation Sidebar (4)
The navigation sidebar provides quick access to:
- Create
- Create a blueprint or a workflow.
- Search
- Find items across the workspace that contain your keyword. For example, a specific blueprint, workflow, user, or team.
- Notifications
- Shows your alerts and updates.
- Home
- Lists the workflows that you can access.
- Tasks
- Shows tasks that others assigned to you, tasks you assigned, or tasks that include you on the cc list.
- Starred
- Provides quick access to your favorite or most used blueprints, workflows, and tasks. Click the star on the item to add it to the starred list.
- Documents
- Shows uploaded files and where they're used.
- People & Teams
- Lists the workspace's users and teams. You can add users and teams from this page.
- Blueprints
- Shows your draft and published blueprints. You can create a blueprint from this page.
- Fields
- Lists the fields in your workspace that collect information in workflows. Manage existing fields or create fields from this page.
- Tags
- Shows the tags in your workspace. Use tags to organize and categorize blueprints and workflows. Manage existing tags or create tags from this page.
- Admin
- Provides access to all administrative settings and tools in one place. The admin page includes tabs for People, Roles, Teams, Integrations, Data Sources, AI Agents, and Settings.
