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Set Up Workflow Reference IDs in Agentforce Operations
Set up unique reference IDs so Agentforce Operations automatically assigns a trackable identifier to every workflow created from a blueprint.
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 create a blueprint from scratch, using AI, or by importing a .rex file in Agentforce Operations: | Admin role or Creator role |
To create a blueprint by importing a .docx file in Agentforce Operations: |
Admin role |
| To publish a blueprint in Agentforce Operations: | Admin role or Publisher role with View access for the blueprint |
A workflow reference ID gives each workflow from a blueprint a unique, auto-incrementing identifier built from a prefix and a starting number you define. After you set up the reference ID, Agentforce Operations shows the ID in the workflow name, the workflow's About tab, and as an optional column on the Home page.
Set Up a Workflow Reference ID
Configure a custom prefix and starting number so Agentforce Operations can assign reference IDs to workflows from a blueprint.
- In the navigation sidebar, click Blueprints.
- On the draft blueprint, click Edit.
- Click the Settings tab.
- In the Reference ID section, click Set Up.
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Select how you want the IDs configured.
- To use the default convention, select Default.
- To use a custom ID convention, select Custom prefix and enter your prefix and starting number.
Prefix requirements:- Letters, numbers, periods, underscores, or dashes only
- No spaces
- Can't end with a special character
- Must be unique at the workspace level. If the prefix is already in use, Agentforce Operations notifies you when you try to publish, and you must choose a different prefix. Workflow Reference ID becomes a field that you can pass to downstream tasks or use in automations.
- Publish the blueprint. Agentforce Operations assigns reference IDs only to workflows created from published blueprints. The system automatically adds the ID to the workflow's naming convention.
Continue Reference IDs Across Blueprint Versions
Keep your reference ID sequence unbroken across blueprint updates by reusing the same prefix. When you update a blueprint and reuse the same prefix, Agentforce Operations automatically continues incrementing the reference ID from the last assigned number.
- Create a new version of the published blueprint.
- Make your edits to the new version.
- Make sure that the blueprint uses the same prefix as the previous version.
- Publish the blueprint.
New workflows continue the reference ID sequence, incrementing from the last assigned number.
