Collect Information from Users in Agentforce Operations

Use fields and forms to request, collect, and pass information through tasks and workflows in Agentforce Operations.

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.

About Fields in Agentforce Operations
Fields collect data points from task assignees at any point within a workflow. Use Agentforce Operations system fields or create custom fields to capture exactly the information your process requires.
Field Types in Agentforce Operations
Review the field types available for collecting information in tasks in Agentforce Operations.
Create Custom Fields in Agentforce Operations
Create custom fields to collect information from users. You can create custom fields from the Fields page, a task, or the Form Builder.
Manage Field Versions in Agentforce Operations
Update fields, view version history, and apply the latest field versions to blueprints in Agentforce Operations.
Add or Remove Task Fields Individually in Agentforce Operations
Add individual fields to a task to collect information from assignees in Agentforce Operations.
Create a Form in the Form Builder in Agentforce Operations
Use the form builder to create a reusable formatted collection of fields for a task in Agentforce Operations.

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