Add data source fields to tasks, and select rows from a data source when completing work in Agentforce Operations.
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. |
| Role or Access Needed | |
|---|---|
| To use data sources in blueprints and workflows in Agentforce Operations: | Admin role or Creator role |
Add a Data Source Field to a Task in Agentforce Operations
Add a data source to a task so users can select rows from it.
- In a blueprint, open the task where you want to add the data source field.
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Add a field.
- In the Share information section, click Select field.
- In the Request information section, click Add a field or role.
- Find the data source by name and select it.
- Click the pencil next to the field.
- To allow users select more than one row, select Allow multiple selections.
- To control which columns are visible when users browse the data source table, select the columns to display.
- Click Apply.
Select Records from a Data Source in Agentforce Operations
Search, filter, and select rows from a data source table when completing a task.
When completing a task that includes a data source field, select the relevant rows from the data source table. You can search, filter, and page through the table to find what you need.
- Open the task.
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Find the data source field and then click Select.
A window opens with the rows and columns of the data source.
- To search for data, enter keywords in the search bar.
- Select the rows and click Hide unselected to review your selections before confirming.
- Click Done.
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To change your selections later, click Edit on the field and
update your selections.
Changes to selected rows appear in the task's activity history. If you update the data source and a value in a selected row changes, the new value is automatically reflected in the task.