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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.
- In the navigation sidebar, click Fields.
- Click + Add field.
- Enter a unique name for the field.
- Optionally, add helper text to give users guidance when they enter a value for the field.
- Select a field type. For a list of available field types, see Field Types in Agentforce Operations.
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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.
- Create a blueprint or edit an existing blueprint.
- In the blueprint, create a task by clicking + Task or or click the existing task where you want to add the field.
- In the Request information section, click + Add field or role.
- If the field you want isn't listed, click + Add field at the end of the list of fields.
- Enter a unique name for the field.
- Optionally, add helper text to give users guidance when they enter a value for the field.
- Select a field type. For a list of available field types, see Field Types in Agentforce Operations.
-
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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