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Tracking Workflows in Agentforce Supply Chain
Track workflow status, task progress, due dates, and ownership so you can keep work on schedule in Agentforce Supply Chain.
Required Editions
| License Required |
|---|
This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Supply Chain license. To purchase an Agentforce Supply Chain license, contact your Salesforce account executive. |
What to Track
| Tracking Area | What to Review | Why It Matters |
|---|---|---|
| Workflow status | Check whether the workflow is on track or not. | Review workflow statuses in the workflows list view on the Home page. The status tells you whether work is moving forward. A paused workflow usually needs a decision before tasks can continue. A problem status means you must fix something. Learn more about workflow statuses in Workflow Statuses in Agentforce Supply Chain. |
| Task progress | Review open, in-progress, and completed tasks, plus blocked tasks. | The Stages tab in the workflow helps you find bottlenecks quickly, such as one blocked task preventing downstream tasks from starting. |
| Due dates | Identify overdue tasks and tasks due soon. | Early due-date monitoring helps teams rebalance work, update due times, or escalate before missed deadlines. |
| Owners and assignees | Confirm workflow owner and task assignees for each stage. Escalate as needed. | Clear ownership reduces delays. If work is stalled, you can quickly contact the right person or reassign as needed. |
| Task activity and comments | Read recent updates, comments, and approval notes on key tasks. | Activity history shows decisions and context, which helps avoid duplicate requests and speeds up handoffs. |
| Workflow data quality | Spot missing required values or inconsistent field entries. | Accurate data improves reporting, filtering, and downstream automation behavior. |
Where to Track Progress
To monitor workflow statuses and filter to the workflows most relevant to you, go to the Home page.
To review stage and task overview information, open a workflow.
To check task-level details, data, and activity history, open a task.
Tips for Better Tracking
- Use saved views to monitor high-priority workflows.
- Review workflow statuses daily to catch delays early.
- Use task comments and updates to keep context with the work item.
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