---
schema_version: "1"
id: bbee6a4f9b2597b83e2a4d893b3476a27c917dfcf65d9e3b14bdace4ceb982fb
title: Use Data Sources in Blueprints and Workflows in Agentforce Operations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_afsc_data_sources_use.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_afsc_data_sources_use.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 197be5897a29694736e9d3dae3796c87ccae0f9e88019e0e41ddec014f477814
description: Add data source fields to tasks, and select rows from a data source when completing work in Agentforce Operations.
products:
  - Cross Cloud
release: "264"
---
# Use Data Sources in Blueprints and Workflows in Agentforce Operations

Add data source fields to tasks, and select rows from a data source when completing work in Agentforce Operations.

### Required Editions

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            <th scope="colgroup" class="slds-cell-wrap" colspan="1" style="text-align:left;vertical-align:top;" id="d7570e39">License Required</th>
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            <td data-label="License Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d7570e39 ">
              <p>This feature is a workspace that’s external to your Salesforce org and requires
                an Agentforce Operations license. </p>
              <p style="margin-bottom:0;">To purchase an Agentforce Operations license, contact your Salesforce account
                executive.</p>
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            <td data-label="Role or Access Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7570e73 ">To use data sources in blueprints and workflows in Agentforce Operations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7570e73 ">Admin role or Creator role</td>

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#### See Also

- [Manage Data Sources in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_data_sources_manage.htm&release=264.0.0&type=5 "Add and update external data sources in Agentforce Operations.")
- [Task Types in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_tasks_configuring.htm&release=264.0.0&type=5 "Choose the task type that matches the work you want to accomplish. Learn how to create standard tasks, approval tasks, and email notification tasks.")

## 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.

1. In a blueprint, open the task where you want to add the data source field.
2. Add a field.
    - In the Share information section, click **Select field**.
    - In the Request information section, click **Add a field or role**.
3. Find the data source by name and select it.
4. Click the pencil next to the field.
5. To allow users select more than one row, select **Allow multiple selections**.
6. To control which columns are visible when users browse the data source table, select the columns to display.
7. 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.

1. Open the task.
2. Find the data source field and then click **Select**.
    
    A window opens with the rows and columns of the data source.
3. To search for data, enter keywords in the search bar.
4. Select the rows and click **Hide unselected** to review your selections before confirming.
5. Click **Done**.
6. 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.