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            Manage Workflow Data in Agentforce Supply Chain

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            Manage Workflow Data in Agentforce Supply Chain

            View, delete, and export workflow data in Agentforce Supply Chain.

            Required Editions

            License Required

            This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Supply Chain license.

            To purchase an Agentforce Supply Chain license, contact your Salesforce account executive.
            User Permissions Needed
            To view workflow data in Agentforce Supply Chain: Workflow owner, Admin role, or View, Comment, or Edit Workflow Access
            To delete an unlocked workflow in Agentforce Supply Chain: Workflow owner, Admin role, or Edit Workflow Access
            To delete a locked workflow in Agentforce Supply Chain: Admin role
            To export workflow data in Agentforce Supply Chain: Workflow owner, Admin role, or internal users with View, Comment, or Edit Workflow Access

            View a Workflow's Data

            View detailed workflow data.

            1. In the navigation side bar, click Home.
            2. Optionally, create a filter to find the workflow.
              1. Click Filters and then click Add Filter.
              2. Add your filter conditions and then click Apply.
            3. Click the name of the workflow and then click the Data tab.
            Data tab on workflow

            Delete a Workflow

            Delete a workflow. When the workflow is deleted, the workflow's data is deleted, too.

            1. In the navigation side bar, click Home.
            2. Click the name of the workflow you want to delete.
            3. Click Open workflow.
            4. Click the About tab (1).
            5. Click Delete workflow (2).
            6. Confirm the deletion.
              The workflow and it's data are deleted.
            Workflow with about tab highlighted and Delete workflow button highlighted

            Delete Multiple Workflows

            Delete multiple workflows, including their data, as a group.

            1. In the navigation side bar, click Home.
            2. Click the boxes next to the workflows that you want to delete.
            3. Click Delete.
            4. Confirm the deletion.
              All workflows and their data are deleted.
            Home page with multiple workflows selected

            Export Workflow List View Data

            Export workflow data shown in the workflow list view to a CSV file.

            1. In the navigation side bar, click Home.
            2. Click Export.
            3. Click Workflows.
              A CSV file is created for you.

            Export Workflow Task Details

            Export detailed task information for a workflow, such as who completed the task and data collected from the task.

            1. In the navigation side bar, click Home.
            2. Optionally, create a filter to find the workflow.
              1. Click Filters and then click Add Filter.
              2. Add your filter conditions and then click Apply.
            3. Click the box next to the workflow that you want the details for.
            4. Click Export.
            5. Click Task Details.
              A CSV file is created for you with detailed task information.
             
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