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Optimize and Automate Business Processes with Agentforce Operations
More Conditional Branching Examples in Agentforce Operations

More Conditional Branching Examples in Agentforce Operations

Use these examples to see how different field types, operators, and values create branches in a blueprint. Each row shows a condition that you can set on a stage and explains what happens when that condition is met.

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.

How to Read These Examples

Each example shows a condition that you add to a stage's start settings. When a workflow runs, Agentforce Operations checks the condition against the value entered in an earlier stage. If the condition is true, the stage starts. If the condition is false, the stage is skipped.

You can combine multiple conditions with AND or OR logic. When you combine conditions with AND logic, the stage starts only when every condition is true. When you use OR logic, the stage starts when any condition is true.

Single-Condition Examples

Field (Type) Operator Value

What the Branch Does

Invoice Amount (Currency) is greater than or equal to 1,000 Routes high-value invoices to a financial review and executive approval path.
Risk Level (Single-Select) is equal to High Sends high-risk items through an additional risk assessment stage before approval.
Requires Legal Review (Checkbox) is checked Adds a legal review stage when the requester flags the item for legal attention.
Requested Delivery Date (Date) is before or on 03/01/2026 Triggers an expedited fulfillment path for orders needed before a specific deadline.
Approver (Person) contains Julia Dove Routes directly to Julia Dove for final sign-off.
Order Quantity (Number) is greater than or equal to 500 Adds a capacity planning stage for large orders that can affect warehouse inventory.
Notes (Text) is empty Skips an optional review stage when no additional notes were provided during intake.

Combined-Condition Examples

Conditions Logic

What the Branch Does

Product Category equals Hazardous Materials AND Insurance Certificate? isn't selected AND Routes to a document collection stage only for hazardous products that are missing required insurance documentation. Standard products with missing documents follow a different path.
Supplier Tier equals New OR Supplier Tier equals Probationary OR Requires a full vendor qualification review for suppliers that haven't yet earned preferred status. Either tier triggers the additional review.
 
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