Automate Your Business Processes

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Automate Your Business Processes
- Automate Your Business Processes with Salesforce Flow
- Optimize and Automate Business Processes with Agentforce Operations

Connect to External Systems in Agentforce Operations

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Connect to External Systems in Agentforce Operations

Connect Agentforce Operations to the systems your business uses. Pull in reference data, send data out for analytics, integrate with email, and connect to file storage like SharePoint.

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.

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.

Using External Data in Agentforce Operations
Use data from external databases and other data sources in Agentforce Operations, so users can reference and validate that data in workflows and tasks.
Set Up a SharePoint Integration in Agentforce Operations
Create a SharePoint integration in Agentforce Operations so you can access your SharePoint files.

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