Create and configure teams in Agentforce Operations. With teams, you can group users together for easier task assignment and collaboration. When you assign a task to a team, all team members can see and work on the task.
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 manage teams in Agentforce Operations: | Admin role or People Admin role |
To get started assigning tasks to teams, create a team of users.
Tip Set up a team email address so task notifications go to the team's shared
inbox instead of each individual member. This helps teams that monitor a shared inbox stay
aligned without every member receiving separate notifications.
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Open the teams list.
- In the navigation sidebar, click People & Teams, and then click the Teams tab.
- From the Home page, click Admin, and then click the Teams tab.
- Click + Add team.
- Enter the team name.
- Select Internal or External for the type.
- Add team admins by entering their email addresses or selecting from existing users.
- Add team members by entering their email addresses or selecting from existing users.
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Click Add team.
You've created the team and can now use it for task assignments.