Organize Workflows with Tags and Tag Categories in Agentforce Operations
Use tags to classify blueprints and workflows in Agentforce Operations. Use tag
categories to organize your tags in the list of tags. You can filter workflows by tags in the
Home page workflow list view.
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.
Tags
Add tags to a blueprint to categorize it. For example, create tags High, Medium, Low, and
then assign High to blueprints that are high priority. The tags set on a blueprint are also
set on any workflow that runs from that blueprint.
Tag Categories
Tag categories enable you to group related tags together so they're easier to find when
selecting tags. For example, add Priority as a tag category for your High, Medium, and Low
tags so they're grouped together in the tag selection menu.
How to Use Tags
Use tags as filters on workflow list views to make it easier to find workflows based on
specific classifications.
Working with Tags
Create tags and tag categories from the Tags page. Define the categories first, then
create tags within those categories so they stay organized. To learn more, see Create Tags and Tag Categories in Agentforce Operations.
After you create tags, add them to draft blueprints. Any workflow started from the
blueprint inherits its tags, which lets you filter and find related workflows later. To
learn more, see Add Tags to a Blueprint in Agentforce Operations.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
