You can assign tasks to multiple people, teams, roles, and AI agents. Determine the
correct assignee based on task requirements and assignee type behavior.
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.
Assignee Type
Behavior
Internal user
Individual receives a task notification by email and can complete the task in the
workspace or by email.
External user
Invite external users, such as suppliers or partners, to complete specific tasks
through email, forms, or the workspace.
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