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Optimize and Automate Business Processes with Agentforce Operations
Create Custom Fields in Agentforce Operations

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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.

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 manage fields in Agentforce Operations: Admin role or Creator role

Create a Field from the Fields Page

Add a reusable custom field from the Fields tab so it's available across all blueprints.

  1. In the navigation sidebar, click Fields.
  2. Click + Add field.
  3. Enter a unique name for the field.
  4. Optionally, add helper text to give users guidance when they enter a value for the field.
  5. Select a field type. For a list of available field types, see Field Types in Agentforce Operations.
  6. Configure the field options based on the selected type and your needs.
    Agentforce Operations saves the field and makes it available to add to any blueprint or form.

Create a Field from a Task

Create a custom field from within a task while editing a blueprint.

  1. Create a blueprint or edit an existing blueprint.
  2. In the blueprint, create a task by clicking + Task or or click the existing task where you want to add the field.
  3. In the Request information section, click + Add field or role.
  4. If the field you want isn't listed, click + Add field at the end of the list of fields.
  5. Enter a unique name for the field.
  6. Optionally, add helper text to give users guidance when they enter a value for the field.
  7. Select a field type. For a list of available field types, see Field Types in Agentforce Operations.
  8. Configure the field settings based on the selected type and your needs.
    Agentforce Operations saves the field and makes it available to add to any blueprint or form.
 
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Salesforce Help | Article