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Optimize and Automate Business Processes with Agentforce Operations
Create an Approval Task in Agentforce Operations

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Create an Approval Task in Agentforce Operations

Add an approval task to a blueprint stage to route work to an approver and define what happens if the approver rejects the task.

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

Approval tasks route work to a designated approver who can approve or reject the task. When you configure an approval task, you define what action Agentforce Operations takes if the approver rejects it.

  1. Create a blueprint or edit an existing blueprint.
  2. In the blueprint, in a stage, click + Approval.
  3. Enter a task name.
    Use a clear name that describes the work, such as Validate invoice pricing.
  4. For Start, select when to start the task.
    1. To start the task when the stage starts, select When the stage starts.
    2. To start the task after another task in the stage ends, select After another task ends. Then select the task to complete before this task starts.
    3. To start the task on a specific date, select On a specific date. Then click calendar icon or enter numbers for month, day, and year.
  5. (Optional) For Due, configure a deadline for the task to finish by.
    1. To set no due date, leave the default configuration.
    2. To set a due date relative to when the task starts, select Time to complete. Then enter a number and select Hours, Days, or Minutes.
    3. To set a due date from a date field created by an upstream task, select From a field. Then select the date field.
  6. For Assigned to, select one or more assignees: users, teams, roles, or AI agents.
    To assign the task to someone who isn't in the workspace yet, enter their email address and click + Invite. See the Add a User Through a Task section in Add Users to Agentforce Operations.
  7. Optionally, add Cc recipients who need visibility but don't complete the task.
  8. Optionally, to automatically notify or reassign the task as the due date approaches or passes, add an Escalation.
  9. Optionally, add a Description with instructions or context for the assignee.
    To include a field value in the description, type @ followed by the field name. The field's value replaces the merge field when the workflow runs. These fields aren't supported as merge fields: Checkbox, signature, and requested information fields.
  10. Optionally, in the Information for approval section, click + Select field to select fields from earlier in the workflow to share with the approver.

    Selecting a field automatically CCs the related assignees on the approval task.

    When a task includes both shared fields and a form, the shared fields always appear in a separate section before the form.

    Shared fields that are marked as editable on rejection in approval tasks can't be edited if they're used to auto-fill form fields.

  11. Optionally, under Request information, build a form to collect information from the approver when they complete the task.
    1. Click + Add section to add the first section.
      You must add a section before you can add fields or other form items. All form data must exist inside sections.
    2. Name the section.
    3. Click + Add to add items to the section.
      • Section: Add another section.
      • Instruction text: Add text to guide the approver.
      • 2-column layout: Create a two-column layout for fields. Add any custom fields except Document, Signature, and Data Source type fields. You can't add instruction text to columns.
      • Fields: Collect data from the approver. Under the Fields section in the list of options, select fields to add.
    4. Add more sections, instructional text, 2-column layouts, and fields to build the rest of the form.
    5. Optionally, configure smart rules to show, hide, or require form items based on conditions. Learn more in Configure Smart Rules in Forms in Agentforce Operations.
    6. Optionally, click Preview to see how the form looks to approvers at run time.
    7. Click Save and preview to save the form.
  12. In the If Rejected section, select an Action.
    Action What Happens
    Report problem Flags a problem on the task without restarting any work.
    Restart task Restarts a task that you select. This option is unavailable if the approval task has no previous tasks to select.
    Restart stage Restarts all tasks in a specific stage.
    Restart workflow Restarts the workflow from the beginning.
    End workflow Ends the workflow immediately.
  13. Optionally, select Require comments to make the approver add a comment before they can reject the task.
  14. Optionally, in the Advanced section, configure more options.
  15. Click Add approval task.
 
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