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Manage Workflow Data in Agentforce Operations

View, delete, and export workflow data 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 view workflow data in Agentforce Operations: Workflow owner, Admin role, or View, Comment, or Edit Workflow Access
To delete an unlocked workflow in Agentforce Operations: Workflow owner, Admin role, or Edit Workflow Access
To delete a locked workflow in Agentforce Operations: Admin role
To export workflow data in Agentforce Operations: Workflow owner, Admin role, or internal users with View, Comment, or Edit Workflow Access

View a Workflow's Data

View detailed workflow data.

  1. In the navigation side bar, click Home.
  2. Optionally, create a filter to find the workflow.
    1. Click Filters and then click Add Filter.
    2. Add your filter conditions and then click Apply.
  3. Click the name of the workflow and then click the Data tab.

Delete a Workflow

Delete a workflow. When the workflow is deleted, the workflow's data is deleted, too.

  1. In the navigation side bar, click Home.
  2. Click the name of the workflow you want to delete.
  3. Click Open workflow.
  4. Click the About tab.
  5. Click Delete workflow.
  6. Confirm the deletion.
    The workflow and its data are deleted.

Delete Multiple Workflows

Delete multiple workflows, including their data, as a group.

  1. In the navigation side bar, click Home.
  2. Click the boxes next to the workflows that you want to delete.
  3. Click Delete.
  4. Confirm the deletion.
    All workflows and their data are deleted.

Export Workflow List View Data

Export workflow data shown in the workflow list view to a CSV file.

  1. In the navigation side bar, click Home.
  2. Click Export.
  3. Click Workflows.
    A CSV file is created for you.

Export Workflow Task Details

Export detailed task information for a workflow, such as who completed the task and data collected from the task.

  1. In the navigation side bar, click Home.
  2. Optionally, create a filter to find the workflow.
    1. Click Filters and then click Add Filter.
    2. Add your filter conditions and then click Apply.
  3. Click the box next to the workflow that you want the details for.
  4. Click Export.
  5. Click Task Details.
    A CSV file is created for you with detailed task information.