You are here:
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.
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 |
- In the navigation sidebar, click Blueprints.
- Open the blueprint that you want to edit.
- Click the + Workflow button below a stage.
-
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.
- Select whether the linked blueprint starts when the stage starts, after a specific task ends, or on a specific date.
-
Send information to the linked blueprint at run time by mapping parent fields to child
input fields.
-
In the Send info section, for each required field in the child blueprint, select a
matching field from the parent.
If field names match exactly, Agentforce Operations automatically matches them. Fields must be the same type. For example, you can't pass a checkbox field value to a date field. If you don't see a field to pass, check that a field of the same type exists in an upstream task in the child blueprint or in the parent.
-
In the Send info section, for each required field in the child blueprint, select a
matching field from the parent.
-
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.
Did this article solve your issue?
Let us know so we can improve!
