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Turn On Starting a Workflow from an Email
Configure the blueprint so stakeholders can start workflows by sending an email without signing in to 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 create workflows in Agentforce Operations: | Admin role, Creator role, or Workflow owner access |
| To manage workflows in Agentforce Operations: | Admin role, Workflow owner access, or Edit access |
To support high-velocity intake, such as receiving purchase orders or freight invoices, stakeholders can start workflows by sending an email. Each blueprint gets a unique, customizable system email address. When you send an email to that address, Agentforce Operations creates a workflow instantly.
With this feature, stakeholders can interact with the platform without signing in.
- Create a blueprint or edit an existing blueprint.
- In the blueprint, click the Settings tab.
- For Create workflows via email, click Set up.
- Select Allow users to create workflows via email once this blueprint has been published.
- Confirm that the Workflow owner field has a value. If not, assign an owner.
- Customize the system email address for the blueprint.
- Optionally, to send a confirmation email to the person who sent the email, select Send a confirmation email after a workflow is created via email.
- Click Next.
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Configure who can create workflows via email:
- Restrict to individuals with the Start workflows access.
- Limit access to specific domains. Then, add the domains to give access to
- Open access to anyone who has the email address.
- Click Save.
- Publish the blueprint.
When someone sends an email to the blueprint's system email address, Agentforce Operations creates and starts a workflow from the blueprint.
