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Track Workflows in Agentforce Operations
Monitor workflow activity, status, and progress so you can spot bottlenecks, manage due dates, and keep work on schedule. Use the Home page, list views, and filters to focus on the workflows that matter most to you.
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. |
The Home page is your hub for tracking workflow activity. From there, you can:
- See all the workflows you have access to, sorted by latest activity.
- Spot overdue tasks, problems, and on-track workflows at a glance.
- Customize columns and filters to focus on the workflows that matter to you.
- Save and share custom list views with your team.
- Filter workflows by tag, blueprint, owner, or any other field.
Use workflow statuses to understand the state of each workflow and where to focus your attention.
Ways to Track Workflows
The Home page gives you a real-time snapshot of all workflow activity, including which workflows are on track, overdue, or need attention. To learn more, see Get a Snapshot of Workflow Activity from the Home Page in Agentforce Operations.
Create custom list views to organize workflows by criteria that matter to you, such as owner, status, or blueprint. Save and share views with your team. To learn more, see Manage Home Workflow List Views in Agentforce Operations.
Use tags to narrow the workflows list view to workflows with specific classifications. To learn more, see Filter Workflows by Tags in Agentforce Operations.
Open a workflow to track detailed status, task progress, due dates, and ownership. See which tasks are complete, in progress, or blocked. To learn more, see Tracking Workflows in Agentforce Operations.
Understand what each workflow status means and what the color indicators represent so you can quickly assess workflow health. To learn more, see Workflow Statuses in Agentforce Operations.
To learn more, explore these links.
- Get a Snapshot of Workflow Activity from the Home Page in Agentforce Operations
The Home page is your hub for work activity in Agentforce Operations. Use it to view and track the workflows you have access to. - Manage Home Workflow List Views in Agentforce Operations
Create, edit, sort, share, and set a default list view to organize workflows in Agentforce Operations. - Filter Workflows by Tags in Agentforce Operations
Filter the workflows list view on the Home page by tag to find workflows with specific classifications in Agentforce Operations. - Tracking Workflows in Agentforce Operations
Track workflow status, task progress, due dates, and ownership so you can keep work on schedule in Agentforce Operations. - Workflow Statuses in Agentforce Operations
Understand workflow status values for stages and their color indicators in Agentforce Operations.
