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Edit a Blueprint in Agentforce Operations
Open an existing blueprint for editing to add stages, tasks, automations, or other changes.
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 |
How you open a blueprint for editing depends on whether it's a draft or a published blueprint. Draft blueprints are edited directly. Published blueprints require you to create a new version first, which generates an editable draft.
Edit a Draft Blueprint
Draft blueprints aren't published and are edited directly.
- In the navigation sidebar, click Blueprints.
- Click the Draft blueprints tab.
- Click Edit on the blueprint that you want to edit.
- Make your changes.
Edit a Published Blueprint
You can't directly edit a published blueprint. To make changes to the blueprint, create a new version of the blueprint. The new version is a draft that you can edit and then publish when ready.
- In the navigation sidebar, click Blueprints.
- Check that you're in the Published blueprints tab.
- On the blueprint you want to edit, click the three-dot dropdown list.
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Click New version.
A new draft version of the blueprint opens in the editor. You can now make changes and publish the updated version when ready.
- Make your changes.
