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Build a Blueprint with Conditional Branching in Agentforce Operations Example
Walk through a supplier onboarding blueprint that routes work down different paths based on contract value. This example shows how to set up conditional branching so high-value suppliers go through a compliance review and executive approval while standard suppliers follow a streamlined path.
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. |
| Role or Access Needed | |
|---|---|
| To edit a blueprint in Agentforce Operations: | Admin role, Creator role, or a user with Edit access for the blueprint |
The Scenario
A procurement team onboards new suppliers. Every supplier goes through an initial intake, but what happens next depends on the contract value.
- Suppliers with a contract value of $100,000 or less go through a streamlined review.
- Suppliers with a contract value over $100,000 go through a compliance review and executive approval.
Both paths end at the same place: a final onboarding stage that sends the welcome packet and adds the supplier to the vendor system.
Blueprint Structure
The blueprint has five stages. Stages 2 and 3 are conditional branches. Only one of them runs for a given workflow.
| Stage | Start Condition | Tasks |
|---|---|---|
| 1. Supplier Intake | When the workflow starts | Collect supplier details: Company Name, Contact Email, Contract Value, Region |
| 2. Streamlined Review | Based on specific workflow conditions: Contract Value is less than or equal to 100,000 | Procurement team reviews and approves |
| 3. Compliance Review | Based on specific workflow conditions: Contract Value is greater than or equal to 100,000 | Compliance team reviews certifications and risk profile |
| 4. Executive Approval | After the previous stage completes | VP of Procurement approves or rejects |
| 5. Onboarding Complete | After specific stages: Stage 2, Stage 4 | Send welcome packet and add supplier to vendor system |
How It Works at Run Time
When someone starts a workflow from this blueprint and enters the supplier details in Stage 1, Agentforce Operations evaluates the conditions on Stages 2 and 3.
- Standard supplier with a Contract Value of $50,000: Agentforce Operations starts Stage 2 (Streamlined Review), and skips Stages 3 and 4. After Stage 2 completes, Stage 5 starts.
- High-value supplier with a Contract Value of $150,000: Agentforce Operations skips Stage 2, starts Stage 3 (Compliance Review), then Stage 4 (Executive Approval). After Stage 4 completes, Stage 5 starts.
Build the Blueprint
These steps create the stages for a supplier onboarding blueprint:
- Create a blueprint and name it Supplier Onboarding.
- Add Stage 1: Supplier Intake. Set Start to When the workflow starts. Add a task that requests a Contract Value currency field.
- Add Stage 2: Streamlined Review. Set Start to Based on specific workflow conditions. Add a condition: Contract Value is less than or equal to 100,000.
- Add Stage 3: Compliance Review. Set Start to Based on specific workflow conditions. Add a condition: Contract Value is greater than 100,000.
- Add Stage 4: Executive Approval. Set Start to After the previous stage completes.
- Add Stage 5: Onboarding Complete. Set Start to After specific stages and select both Streamlined Review and Compliance Review. This merges the two branches so Stage 5 runs regardless of which path the workflow took.
- Test the blueprint by starting a workflow with a contract value under $100,000 and another with a contract value over $100,000. Confirm that each workflow follows the correct path.
- Publish the blueprint when both paths work as expected.
