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Connect Agentforce Operations to the external systems that your business uses. Bring in reference data for users to work with, or automate data exchange with other systems during workflow execution.
| License Required |
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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. |
A data source is a table of structured reference data that admins import into Agentforce Operations. For example, import a supplier list, customer catalog, or parts database. After you add a data source, blueprint builders can add it as a field. When a workflow runs, users see the data source as a searchable table and can select rows to validate information or share data with subsequent tasks.
Add data sources from the Admin page by using a CSV file or a REST API connection. To learn more, see Data Sources in Agentforce Operations.
Integrations connect Agentforce Operations to external systems and run automatically during workflow execution, no user interaction required. Use integrations to send workflow data to an external system, get data from an API, or save files to cloud storage.
Learn more in Integrations in Agentforce Operations.
Use a data source when you want users to look up and select rows from a reference table as part of completing a task. For example, selecting a supplier from a list or validating a part number.
Use an integration when you want Agentforce Operations to exchange data with an external system automatically, without user interaction. For example, posting a workflow result to an external API when a stage completes or saving an uploaded document to SharePoint.
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