Use the Agentforce Operations Flash Agent to route and triage work, approve or reject tasks, extract simple information from documents, and fill out forms.
Required Editions
| License Required |
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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. |
When to Use the Flash Agent
Use for quick and simple decision making. The Flash Agent is optimized for speed and scale. It has no specialized tools and relies solely on large language model reasoning, which makes it well suited to simple decision-making.
What Rules-Based Decision-Making Means
Rules-based decision-making means that the Flash Agent follows explicit criteria that you provide in the task description to select a result. For best results, define clear conditions and expected outputs, such as what qualifies as high priority versus low priority.
If rules are vague or conflicting, results can be inconsistent. Keep rules specific, ordered, and easy to evaluate.
Capabilities
| Capability | Description | Example |
|---|---|---|
| Rules-based decision making | Perform routing or triage based on a defined set of criteria. | Route incoming emails to Support, Finance, or Legal based on issue type. |
| Rules-based document tasks | Classify or triage files by evaluating document or image content with simple logic. | Classify package damage as water damage, shortage, physical damage, or no damage. |
| Task approval or rejection | Approve or reject tasks by using rules provided in the task description. | Approve only if invoice price equals contract price. |
| Data extraction from text fields | Extract structured values from unstructured text. | Extract claim type, claim date, and claim amount from an email body. |
| Large form prefill | Fill many requested fields to pre-populate forms for human review. | Pre-populate a supplier onboarding form from a supplier information PDF. |