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            Start Multiple Workflows from a CSV File in Agentforce Operations

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            Start Multiple Workflows from a CSV File in Agentforce Operations

            Upload a CSV file to start up to 2,500 workflows at once in Agentforce Operations.

            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.
            User Permissions Needed
            To create workflows in Agentforce Operations: Admin role, Creator role, or Workflow owner access
            To manage workflows in Agentforce Operations: Admin role, Workflow owner access, or Edit access

            Use the bulk create wizard to run the same blueprint for many records at the same time, such as onboarding a new batch of suppliers or processing a set of orders. The wizard supports blueprints that include document fields and validates your data before creating the workflows to reduce failures.

            1. In the navigation sidebar, click Blueprints.
            2. Find the blueprint that you want to use and click its three-dot menu.
            3. Select Bulk create via CSV.

              The full-page wizard opens.

            4. Upload your CSV file.

              The CSV columns must match the blueprint's starting field names, the blueprint name, and optionally, any tags you want to add.

            5. Review the validation results in the Review step.

              The wizard checks for invalid or missing data before creating workflows. Fix any flagged rows before continuing.

            6. Confirm to create the workflows.
              The workflows start running automatically.
             
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