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Set Up Out of Office Settings in Agentforce Operations
Configure out of office settings to automatically delegate tasks while you’re away in 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. |
| Role or Access Needed | |
|---|---|
| To manage personal settings in Agentforce Operations: | Internal user type |
When you're out of office, you can set up automatic task delegation for any new tasks to make sure that your work continues in your absence. Tasks assigned to you before the out-of-office start date stay assigned to you. Delegation of tasks only applies to new tasks.
- In the navigation sidebar, click your name, and then click Profile.
- For Out of office, select Set as away.
- Select the out-of-office start and end dates.
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Select whether to keep new tasks assigned to you or to delegate tasks to someone else while
you’re away.
- To keep new tasks, select Keep tasks assigned to me.
- To delegate new tasks, select Delegate assigned tasks.
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If you selected to delegate tasks, select the person or team to take your regular tasks and
your approval tasks.
- For Tasks, search for and select the person or team to delegate to.
- For Approvals, search for and select the person or team to delegate to.
- Optionally, select to be CC’d on any new tasks.
- Click Save.
During your out-of-office period, Agentforce Operations automatically delegates new task assignments to your chosen delegate. When a task is assigned to a user who is out of office, Agentforce Operations adds a message to the workflow activity feed notifying the assigner.
- If you turn on Out of Office without setting an end date, Agentforce Operations uses the current date as the start date and leaves your existing task assignments unchanged.
- To turn off out of office early, go to your profile and deselect Set as away, or click Turn off in the banner that shows on all workspace pages while you're marked as away.
