Agentforce Operations Learning Map

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Agentforce Operations Learning Map

Get started learning about Agentforce Operations.

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.

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.

With Agentforce Operations, you can:

Digitize and standardize processes.
Boost productivity with automation, with a simple setup process.
Make user onboarding and collaboration easier.

Learn what Agentforce Operations is, how blueprints, workflows, and tasks work together, and how to set up your workspace for the first time.

Get Started

New to Agentforce Operations? Start here to learn the basics, key concepts, prerequisites, workspace setup, next steps, and advanced pointers.

Salesforce help link About Agentforce Operations – Agentforce Operations transforms manual, error-prone business processes into automated workflows. AI-powered agents can complete specialized tasks, while teams collaborate on the rest by using email, web forms, or the workspace.

Salesforce help link How Blueprints, Workflows, Stages, and Tasks Work Together – Understand the relationship between blueprints, workflows, stages, and tasks so you can design and run automated business processes in Agentforce Operations.

Salesforce help link Agentforce Operations Tour – Learn the main areas of the Agentforce Operations interface, starting from the Home page. From the Home page, you can view, filter, and manage workflows, and access other areas of Agentforce Operations by using the navigation sidebar.

Salesforce help link Entitlements and Limits for Agentforce Operations – License entitlements and product limits.

Salesforce help link Logging In to Agentforce Operations – Learn when logging in to the workspace is required and how internal users receive different access permissions than external users.

Set Up Your Workspace

Configure your workspace, add users and teams, and connect to external systems and data.

Settings	Set Up Your Agentforce Operations Workspace – After you get access to your workspace, prepare Agentforce Operations for your team. Add users, review roles, build a blueprint, and start your first workflow. Administer Your Workspace from the Admin Page – What workspace admins manage: people, teams, integrations, data sources, AI agents, and related controls. Customize Your Workspace and Personal Settings – How workspace-wide settings relate to personal preferences. Configure Your Workspace Settings – Branding, business-hours due dates, task information order, renaming the workspace. Managing Your Personal Settings – Personal preferences, such as notifications and out-of-office details.
Users and Roles	Managing Users – Roles, adding users through tasks or directly or in bulk, and viewing or deactivating accounts. User Roles and Permissions – Standard roles, optional custom roles, and granular access to blueprints and workflows, custom roles, and permissions. Add Users – Adding users via a task, directly, or in bulk. View, Edit, and Deactivate Users – Viewing or editing accounts and deactivating users (no hard delete). Collaborating with External Partners – How suppliers and other external partners participate, what they can and cannot do, and visibility.
Teams	Getting Work Done with Teams – Using teams to group users for assignment and notifications. How Team Task Assignments Work – Access and notifications when teams are assigned, CC'd, or approvers. Set Up a Team – Creating and configuring teams. Assign a Task to a Team – Assigning tasks to teams instead of a single user.
Use External Data and Connect to External Systems	Using External Data – Using external data in workflows and tasks for reference and validation. Manage Data Sources – Adding and updating sources (including CSV), and AI-related source settings. Use Data Sources in Blueprints and Workflows – Data source fields on tasks and selecting records when completing work. Set Up a SharePoint Integration – SharePoint integration setup and validation.

Design Blueprints

All about blueprints and the parts that make up blueprints, including fields, forms, stages, and tasks.

Blueprints	Designing Automation Templates in Blueprints – Blueprints as reusable templates, linking, versions, and variants. Create an Automation Template with a Blueprint – Describe your process to generate a blueprint with AI, or build one from scratch. Publish a Blueprint – Publishing a blueprint so others can start workflows from it. Manage Blueprints – Manage blueprint versions, create variants, make bulk edits, and delete blueprints you no longer need.
Stages	About Stages – Organizing tasks into stages within a blueprint. Create a Stage in a Blueprint – Adding stages and configuring stage start conditions. Stage Start Conditions – How start conditions control when a stage becomes active.
Tasks	About Task Configuration – Task fields, assignee types, and blueprint-time configuration. Configuring Tasks – Setting up tasks in a blueprint. What Happens to Tasks When a Workflow Runs – Active, in-progress, completed, overdue, and problem behavior.
Fields and Forms	Collect Information from Users – How fields and forms collect and pass information through tasks and workflows. Field Types – Available field types for tasks. Create Custom Fields – Creating reusable fields from the Fields tab, from a task, or from the form builder. Manage Field Versions – Updating fields, version history, and applying latest versions to draft blueprints. Add or Remove Task Fields Individually – Adding or removing individual fields on tasks. Create a Form in the Form Builder – Building reusable formatted field groups for tasks.
Tags and Categories	About Tags and Tag Categories – Classifying blueprints and workflows with tags. Create Tags and Tag Categories – Creating tags and tag categories. Add Tags to a Blueprint – Tagging blueprints so workflows inherit the tags.
AI Agents	Assigning Tasks to AI Agents – What AI agents are, how to use them, and run-time behavior. AI Agents Catalog for Agentforce Operations – Choosing an agent and per-agent reference details. AI Agent Limits and Considerations – Understanding field and workspace limits and design considerations before assigning agents. Assign a Task to an AI Agent – Assigning tasks to agents and supplying inputs. Add a Human Reviewer to an AI Agent Task – Combining human and AI assignees on one task. Write Effective Instructions for AI Agent – Instruction guidelines and examples for reliable results. Get AI Agent Tasks Ready for Run Time – Testing and readiness, including plan creation, testing, and locking plans. Troubleshoot AI Agent Tasks – Common issues and resolutions.

Run Workflows

Start workflows from blueprints and manage them while they're running.

Start a Workflow

Salesforce help link Run Automated Workflows – Overview of starting and running workflows.

Salesforce help link Creating and Starting a Workflow – Starting a workflow from a blueprint — from anywhere, from the blueprint list, or from an open blueprint.

While a Workflow is Running

Salesforce help link Pause, Resume, or End a Workflow – Pausing, resuming, and ending workflows and related data effects.

Salesforce help link Designate a Workflow Owner in a Blueprint – Assigning workflow ownership to a person or team in the blueprint.

Salesforce help link Transfer Ownership of an Active Workflow – Reassigning ownership of a running workflow.

Salesforce help link Manage Workflow Data – Viewing, deleting, bulk deleting, and exporting workflow data.

Complete Tasks

Do the work — complete tasks assigned to you, through the workspace or email.

Salesforce help link About Completing Tasks – Overview of how task completion works

Salesforce help link Complete a Task – Submitting assigned work in the app.

Salesforce help link Complete Multiple Tasks at a Time – Grouping tasks when many same-named tasks exist so they can be completed in bulk.

Salesforce help link Work with Tasks Through Email – Comments, completion, and approve or reject via email.

Track Workflows

Monitor progress, filter workflows, and understand statuses.

Salesforce help link About Tracking Workflows – Overview of tracking workflows.

Salesforce help link Get a Snapshot of Workflow Activity from the Home Page – Using Home as the activity hub and status snapshot.

Salesforce help link Manage Workflow List Views – Custom views, sharing, defaults, and column layout on Home.

Salesforce help link Filter Workflows – Narrowing down workflows using tags

Salesforce help link Tracking Workflows – What to track, where, and practical tips.

Salesforce help link Workflow Statuses – Meaning of workflow status values.

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Agentforce Operations Learning Map

Required Editions

Get Started

Set Up Your Workspace

Design Blueprints

Run Workflows

Complete Tasks

Track Workflows

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Edition

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Agentforce Operations Learning Map

Required Editions

Get Started

Set Up Your Workspace

Design Blueprints

Run Workflows

Complete Tasks

Track Workflows