Loading
Optimize and Automate Business Processes with Agentforce Operations
Manage Workflow Reference IDs in Agentforce Operations

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Operations

Manage 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, or turn off reference IDs when you no longer need them.

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
To edit a blueprint in Agentforce Operations: Admin role, Creator role, or a user with Edit 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.

Note
Note Prefixes must be unique across your entire workspace.

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.

  1. Create a blueprint or edit an existing blueprint.
  2. In the blueprint, click the Settings tab.
  3. In the Reference ID section, click Set Up.
  4. Select Custom prefix
    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 in use, Agentforce Operations notifies you when you try to publish, and you must enter a different prefix. Workflow Reference ID becomes a field that you can pass to downstream tasks or use in automations.
  5. Enter your prefix and select your starting number.
  6. 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.

Reference IDs carry over automatically when you create new versions of the blueprint.

Turn Off Workflow Reference IDs

Remove the custom reference ID prefix from a blueprint so Agentforce Operations stops assigning reference IDs to new workflows.

  1. Create a blueprint or edit an existing blueprint.
  2. In the blueprint, click the Settings tab.
  3. In the Reference ID section, click Edit.
  4. Select Default.
  5. Click Save. If an error shows, click Save again to confirm.

New workflows created from this blueprint are no longer assigned reference IDs. Existing workflows keep their reference IDs.

 
Laddar
Salesforce Help | Article