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Create a Stage in a Blueprint
Create a stage in a blueprint to organize tasks into logical phases of your process 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. |
| 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 |
Stages are the logical containers or phases of a process. For example, Vendor Selection or Document Review. Each stage organizes related tasks into a manageable milestone. A blueprint requires at least one stage and one task in order to run workflows from it.
By default, Agentforce Operations uses a linear execution model. Stage 1 must complete before Stage 2 can begin. Within a stage, tasks often run simultaneously, but the next stage doesn't start until all required tasks in the current stage finish.
- Create a blueprint or edit an existing blueprint.
- In the blueprint, click + Add stage.
- Enter a name for the stage.
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Select a start condition for the stage.
For a description of each start condition, see Stage Start Conditions in Agentforce Operations.
- If you select a condition-based start option, add the specific conditions that determine when the stage starts.
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Click Add stage.
Agentforce Operations adds the stage to the blueprint.
