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Add a Linked Blueprint in Agentforce Operations
Nest a child blueprint inside a parent blueprint to trigger a subprocess and pass data between workflows at run time. You can only link blueprints that are in the same workspace.
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 |
- Create a blueprint or edit an existing blueprint.
- In the blueprint, click the + Workflow button.
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Select the blueprint to use for the linked blueprint.
You can select any existing blueprint or create one. To create one, scroll to the end of the blueprint list and click + Create new blueprint.If the child blueprint has input fields configured in its Intake section, those fields appear in the Send info section so you can map values from the parent to the child.
- Select whether the linked blueprint starts when the stage starts, after a specific task ends, or on a specific date.
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Send information from the parent to the child blueprint at run time by mapping parent fields
to child input fields.
To pass information from the parent to the child, the child blueprint must have input fields configured in its Intake section.
These mapped fields become workflow-level fields in the child workflow.
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In the Send info section, for each required input field in the
child blueprint, select a matching field from the parent.
Fields must be the same data type. For example, you can't pass a checkbox field value to a date field. If the field names match exactly, Agentforce Operations automatically maps them. If you don't see a field to pass, verify that a field of the same type exists in an upstream task in the parent blueprint or check the child blueprint's Intake section to confirm that the child blueprint has input fields.
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In the Send info section, for each required input field in the
child blueprint, select a matching field from the parent.
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Select any output fields that you want to receive back from the linked blueprint at run
time.
- In the Receive info section, click Add fields.
- Select the fields that you want to send back to the parent blueprint.
- Click Apply.
At run time, when the child workflow running from the blueprint completes, Agentforce Operations returns the selected output fields to the parent workflow running from the blueprint. You can use these fields in downstream tasks and approvals. -
Click Add.
Agentforce Operations adds the child blueprint to the parent blueprint as a task in the stage.
When you publish the parent blueprint, Agentforce Operations automatically publishes any linked child blueprints that aren't published. However, before the linked child blueprint can be published, it must have version notes. If the child blueprint doesn't have version notes, add version notes on the child blueprint before publishing the parent.
