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Optimize and Automate Business Processes with Agentforce Operations
Create and Start a Workflow from a Blueprint in Agentforce Operations

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Create and Start a Workflow from a Blueprint in Agentforce Operations

Create a workflow from a blueprint to begin automating your business process. You can start a workflow from anywhere in Agentforce Operations, including from a blueprint list, or from inside an open blueprint.

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 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

Before you start a workflow, you need a blueprint. For more information, see Create an Automation Template with a Blueprint in Agentforce Operations.

Each workflow represents an instance of the process defined in a blueprint. A workflow starts running automatically after it's created, and team members receive notifications about their assigned tasks.

Note
Note If you can't create a workflow from a blueprint, the blueprint might exceed a blueprint limit. A blueprint that exceeds a limit can't be used to create workflows until the limit is resolved. See Blueprint Limits in Agentforce Operations.

Create a Workflow from Anywhere

Use the global create button to start a workflow from any page in Agentforce Operations.

  1. In the navigation sidebar, click + Create.
  2. Click Workflow.
  3. Under the From a blueprint section, search for and select a blueprint.
  4. Enter workflow details for this specific workflow instance.

    Which fields to fill out depends on how you set up your blueprint.

  5. Click Create.
    The workflow starts running immediately.

Create a Workflow from a Blueprint List

Start a workflow directly from the Blueprints page without opening the blueprint.

  1. In the navigation sidebar, click Blueprints.
  2. Find the blueprint that you want to use on the Published blueprints or Drafts blueprints tab.
  3. Click Create.
  4. Enter workflow details for this specific workflow instance.

    Which fields to fill out depends on how you set up your blueprint.

  5. Click Create.
    The workflow starts running immediately.

Create a Workflow from an Open Blueprint

Start a workflow while you're viewing or editing a blueprint.

  1. In the navigation sidebar, click Blueprints.
  2. Open the blueprint that you want to use.
    • For a draft blueprint, click Edit.
    • For a published blueprint, click Open.
  3. Click + Create workflow.
  4. Enter workflow details for this specific workflow instance.

    Which fields to fill out depends on how you set up your blueprint.

  5. Click Create.
    The workflow starts running immediately.

After the Workflow Starts

Task assignees receive email notifications about their tasks. If a workflow has multiple tasks start at the same time and they're all assigned to one person, that person gets one email with all tasks listed instead of multiple emails. If a task is assigned to an AI agent, the AI agent starts working on it.

Task assignees can complete work directly from their email or by logging in to Agentforce Operations.

For running workflows, authorized users can update task details including Assigned To, Cc, and due date. To update multiple tasks at once, see Bulk Edit Tasks in Agentforce Operations. To reassign tasks or make other changes to a running workflow, see Edit a Running Workflow in Agentforce Operations.

You can view all workflows on the Home page and filter them if needed.

 
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