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Add a Custom HTTP Integration to a Blueprint in Agentforce Operations

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Add a Custom HTTP Integration to a Blueprint in Agentforce Operations

Add a custom HTTP automation task to a blueprint stage to automatically send or retrieve data when a workflow reaches that stage.

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 edit a blueprint in Agentforce Operations: Admin role, Creator role, or a user with Edit access for the blueprint

After you create a custom HTTP integration, you can add it to a blueprint as an automation task. The task runs automatically when the workflow reaches it. No user action required. The integration gets or sends data and passes the results forward to subsequent tasks.

To create a custom HTTP integration first, see Create a Custom HTTP Integration in Agentforce Operations.

  1. Create a blueprint or edit an existing blueprint.
  2. In the blueprint, in the stage where you want to add the automation, click + Automation.
  3. Point to Custom HTTP and select the name of the integration that you want to use.
  4. Optionally, enter a different name for the task.
    The name of the custom HTTP integration is the default name.
  5. Optionally, for Description, enter a description of what the automation does.
  6. For Start, select when you want the automation task to run.
  7. (Optionally, add any inputs required by the integration.
  8. Click Add.

The automation task is added to the stage. When a workflow reaches this stage, Agentforce Operations runs the integration automatically, and the extracted values are available to subsequent tasks as field values.

See Also

 
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