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Split a Task into Duplicate Tasks in Agentforce Operations
Spawn multiple run-time instances of a single task based on a multi-value field 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 edit a blueprint in Agentforce Operations: | Admin role, Creator role, or a user with Edit access for the blueprint |
When you split a task, Agentforce Operations creates a separate instance of the task for each value in a multivalue field. Use task splitting to process multiple items in parallel without manually duplicating the same task for each item. For example, split a supplier review task to create one task per supplier when a workflow collects a list of suppliers. You can split standard, approval and linked blueprint tasks.
You can also assign split tasks to AI agents. Learn more in Assign a Task to an AI Agent in Agentforce Operations
- In the navigation sidebar, click Blueprints.
- Locate the blueprint and click Edit.
- Click + Task.
- Open the Advanced section.
-
For Split this task into multiple based on, select the multi-select,
people, role, document, or data source field from earlier in the blueprint to split on.
If you’re splitting on a people or role field, the task will automatically be assigned to that people or role field. Each assignee gets a task assigned to them.
- Enter the rest of the task information.
- Click Add.
Agentforce Operations creates a task instance for each value in the selected field, up to a maximum of 50 split instances per task.
Turn On PDF Generation for a Task
Configure a task so that Agentforce Operations saves the submitted data as a PDF when the task completes.
- In the navigation sidebar, click Blueprints.
- On the draft blueprint, click Edit.
- Open the task or approval that you want to configure.
- Open the Advanced section.
- Select Save a copy of submitted data as a PDF.
Submission PDF becomes a field that you can pass downstream to tasks or send to external sources for storage.
Download a PDF of Submitted Data
Download the PDF after a task assignee completes a task that has PDF generation turned on.
When the tasks complete, Agentforce Operations creates the PDF file and names it [Task name]_submission.pdf.
The PDF includes:
- Task name
- Assigned to
- Assigned by
- Task description
- Workflow name
- Completed by
- Completed on
- Submission date
- Provided fields
- Requested fields
To download the PDF file, follow these steps:
- After the task is complete, open the task.
- In the Submission PDF section, click the PDF file and download.
