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Autogenerate Workflow Names with Merge Fields in Agentforce Operations

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Autogenerate Workflow Names with Merge Fields in Agentforce Operations

Create a naming convention for workflows so each workflow started from a blueprint gets a consistent, descriptive name based on field values 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 create a blueprint from scratch, using AI, or by importing a .rex file in Agentforce Operations: Admin role or Creator role

To create a blueprint by importing a .docx file in Agentforce Operations:

 Admin role
To publish a blueprint in Agentforce Operations: Admin role or Publisher role with View access for the blueprint
To edit a blueprint in Agentforce Operations: Admin role, Creator role, or a user with Edit access for the blueprint

Autogenerated workflow names help you quickly identify and organize workflows without relying on manual naming. When you add merge fields to the name, Agentforce Operations replaces each field with the workflow's value for that field. For example, a name template like {Region} - {Supplier} - {Quarter} creates workflow names like EMEA - Acme Corp - Q2.

You can only set up autogenerated workflow names on draft blueprints. To change autogenerate settings after publishing, create a new blueprint version.

  1. Create a blueprint or edit an existing blueprint.
  2. In the blueprint, click the About tab.
  3. Click Edit blueprint details.
  4. Select Autogenerate workflow name.
  5. Enter the name template, adding fields where you want them to appear.
    1. To add a field, click Add fields.
    2. Search for and select the field you want to include.
  6. Check the preview to make sure that the name looks right.
  7. Enter a version note that describes the change, such as Updated autogenerated name.
  8. Click Save changes.
    New workflows started from this blueprint use the autogenerated name based on the fields you selected.
 
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