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Create an Automation Template with a Blueprint in Agentforce Operations

Use AI to generate a blueprint by describing your process and optionally uploading supporting documents. You can also build a blueprint from scratch or import one from another workspace. Anyone with the Creator role can generate blueprints 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

See Also

Create a Blueprint with AI

Describe your process and optionally upload supporting documents to let AI create the stages and tasks for you. Agentforce Operations analyzes what you provide and generates a blueprint automatically.

  1. Click + Create.
  2. Click Blueprint.
  3. Click Generate with AI.
  4. Enter a name and select your industry.
  5. Enter a description of your process.

    The more detail that you provide, the better the generated blueprint. For example, enter When a new supplier is onboarded, collect their certifications, run a risk check, and get procurement approval.

    If you're also uploading documents, a brief description is enough. If you're relying on the description alone, include the key stages, tasks, and decision points in your process.

  6. Optionally, upload documents that illustrate your process, such as spreadsheets, flowcharts, or whiteboard photos.
    Accepted formats: .pdf, .docx, .xlsx, .png, .jpg.
  7. Review the AI-generated blueprint.
  8. Customize the generated blueprint as needed.

    Edit stages, tasks, assignments, or dependencies to refine the workflow template.

Create a Blueprint from Scratch

Build a custom blueprint manually by defining stages and tasks yourself.

  1. Click + Create.
  2. Click Blueprint.
  3. Click From scratch.
  4. Enter a name for your blueprint.
  5. Create a stage.

    Stages group-related tasks together and help organize your workflow into logical phases.

    1. Click + Add stage.
    2. Enter a name for your stage.
    3. Select when you want the stage to start.
    4. If you select to have the stage start based on specific workflow conditions, click + Add condition and enter details for your condition.
    5. Click Add stage.

      For more information about stages, see Stages in Agentforce Operations.

  6. Add tasks to the stage.
    Tasks are the main work units in a blueprint.
    1. Click + Task.
    2. For each task, specify the required information.
      • The task name
      • When to start the task
      • When the task is due
      • The person assigned to the task
      • A description of what to do for the task
      • Upload relevant documents
      • Share information to help the assignee complete the task
      • If you want the assignee to provide information, add fields to request information

      For more information about configuring tasks, see Tasks in Agentforce Operations.

  7. Add more stages and tasks as needed.

Create a Blueprint by Importing a File

Import a blueprint from a file to bring a blueprint from another workspace or from an edited document into your workspace.

There are two file types supported to create a blueprint via import. If users and teams with access to the exported blueprint exist in your workspace, they also get access to the imported blueprint.

File Type Use When Notes
.rex Importing a blueprint from another workspace DocuSign, SharePoint, and Box integrations don't transfer.
.docx Importing a blueprint from an externally edited document  

After you upload the file, you map the fields, roles, data sources, linked workflows, and custom HTTP automation tasks used in the blueprint.

  1. Click + Create.
  2. Click Blueprint.
  3. Click Import from another workspace.
  4. Upload the file and click Continue.
  5. In the Roles and fields step, map the blueprint's fields and roles to your workspace.
    1. Review the Mapped section, which lists fields and roles with exact matches in your workspace.
    2. In the Needs review section, review fields that match by name and type but have different configurations. Each field shows a Create or Update badge indicating the action that the import plans to take. To map a field to a different field in your workspace instead, select it from the dropdown.
    3. Click Continue.
  6. If the blueprint contains linked blueprints, in the Linked workflows step, review each linked blueprint listed under Needs review.
    1. To map the linked blueprint to an existing blueprint in your workspace, select it from the dropdown.
    2. To create a blueprint in your workspace on import, keep the Create badge selected.
    3. Click Continue.
  7. If the blueprint contains custom HTTP automation tasks, in the Automations step, review each HTTP automation configuration listed in the Needs review section.
    1. To map the automation to an existing automation in your workspace, select it from the dropdown.
    2. To remove the automation from the blueprint on import, select Remove.
    3. Click Continue.
  8. In the Review step, review the summary of changes that Agentforce Operations plans to make to the blueprint on import. Click Continue.
  9. Click Finish.
    The draft blueprint opens.

Duplicate a Published Blueprint

Create a copy of a published blueprint to use as a starting point for a new blueprint.

You can only duplicate published blueprints. Draft blueprints can't be duplicated.

  1. In the navigation sidebar, click Blueprints.
  2. On a published blueprint, click the three-dot dropdown list.
  3. Click Duplicate.

Agentforce Operations adds a copy of the blueprint to your draft blueprints.

Test and Publish a Blueprint

Now that you have a blueprint ready, test it to make sure that it works as expected. If the blueprint runs correctly, you can create and start a workflow from it. To share the blueprint with others, publish the blueprint.

  1. Create and start a test workflow by using sample data. Learn more in Creating and Starting a Workflow in Agentforce Operations.

    Test thoroughly to ensure your blueprint works as expected:

    • Test all possible paths through the workflow, including conditional branches and approval scenarios.
    • If your blueprint has variants, test each variant by entering data that matches different variant conditions.
    • If your blueprint includes linked workflows, verify that child workflows are created correctly and that data passes between workflows as expected.
    • If your blueprint includes AI agent tasks, test that agents generate appropriate plans and complete tasks correctly.
    • Verify task assignments, due dates, and notifications work correctly.
  2. If the workflow doesn't run correctly, modify the blueprint as needed.
  3. If the workflow runs correctly, go to the next step.
  4. In the Settings tab, configure any necessary blueprint settings.
  5. Publish the blueprint.
    Note
    Note Blueprints have limits on the number of tasks, fields, and form items they can contain. If your blueprint exceeds a limit, you can't publish it until you resolve the issue. If your blueprint is too large, consider splitting it across linked blueprints. See Blueprint Limits in Agentforce Operations.

When you're ready to start your automated process, create and start a workflow.