Open an assigned task and submit your work directly 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 complete tasks in Agentforce Operations: | Log in access |
When you're assigned to a task, you receive an email notification. If you're an internal user, you can complete the task directly in the Agentforce Operations workspace. You can also complete tasks by replying to the task email. See Work with Tasks Through Email in Agentforce Operations.
- In the navigation sidebar, click Tasks.
- Click the task that you want to complete.
- Review the task description and any shared information or attached documents.
-
Optionally, to send a message or attach documents, use the task activity pane.
Messages and attachments are visible to all assignees and CC'd users on the task.
- Fill in any requested fields or forms.
-
Complete the task.
- For a standard task, click Complete.
- For an approval task, click Approve or Reject. If you reject, enter comments if required.
The task is marked complete and the workflow triggers the next task.
To reopen a completed task, click Restart.