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Integrations in Agentforce Operations

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Integrations in Agentforce Operations

Integrations connect Agentforce Operations to external systems and run automatically during workflow execution. Use integrations to send workflow data to an external system, get data from an API, or save files to cloud storage without any user interaction.

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.

How Integrations Work

Workspace admins configure integrations from the Admin page and then blueprint builders add those integrations to blueprints as automation tasks. When a workflow reaches an automation task, Agentforce Operations runs the integration automatically by calling an API, saving a file, or exchanging data. Then Agentforce Operations passes the result forward to the next task.

Integrations run in the background and don't require users to act. All requests include automatic metadata headers that identify the originating workflow, stage, and task.

Available Integrations

SharePoint
Save files from a workflow directly to a SharePoint folder. Agentforce Operations connects to SharePoint by using OAuth 2.0 via an Azure app registration. To set up, see Set Up a SharePoint Integration in Agentforce Operations.
Custom HTTP
Call any HTTP API to send or get data during workflow execution. Supports GET, POST, PUT, PATCH, and DELETE methods, OAuth 2.0 and bearer token authentication, JSON and Form Data payloads, and jq syntax for response extraction. To set up, see Custom HTTP Integrations in Agentforce Operations.

See Also

 
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