--- schema_version: "1" id: 5f4fdaa8ff39df0e271ebfee9a03987ca5cf390084686db7610392fe5ec3a1cd title: Set Up Your Workspace 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_set_up_workspace.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_afsc_set_up_workspace.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 5126a703918cd7720433562c1e05a33248bb8871ed0a664d16644977614b697e description: After you get access to your workspace, complete these setup steps to prepare Agentforce Operations for your team. Configure settings, add users, build a blueprint, and start your first workflow. products: - Cross Cloud release: "264" --- # Set Up Your Workspace in Agentforce Operations After you get access to your workspace, complete these setup steps to prepare Agentforce Operations for your team. Configure settings, add users, build a blueprint, and start your first workflow. ### 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 manage user data in Agentforce Operations: Admin role or People Admin role
Before you begin, make sure that you have: - An Agentforce Operations license. See [Entitlements and Limits for Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_entitlements_limits.htm&release=264.0.0&type=5 "View entitlements and limits for Agentforce Operations licenses."). - The welcome email with your workspace URL and access instructions. - Assigned the Admin role to a user in your workspace. - A list of users who need access to the workspace. - Documentation or a description of the business process that you want to automate. When you purchase Agentforce Operations, Salesforce provisions a dedicated workspace for your business. The workspace is a standalone environment, external to your Salesforce org, where your team manages blueprints, runs workflows, and tracks automated processes. When the workspace is ready, you receive a welcome email to login for the first time. Follow these steps to get your workspace ready for your team. 1. Configure your workspace settings. Set up branding, business hours, and workspace-wide settings, such as due date behavior and task information order. For details, see [Configure Your Workspace Settings in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_settings_workspace.htm&release=264.0.0&type=5 "Configure workspace-wide settings in Agentforce Operations from the Admin settings page or from the workspace name."). 2. Add users and teams. Invite the people who work in your workflows and assign them roles. Review the available system roles before inviting anyone so you can assign the right access levels. For details, see [Managing Users in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_managing_users.htm&release=264.0.0&type=5 "Add users to your workspace, assign roles that control access, and manage user accounts. Users can be internal employees or external partners.") and [User Roles and Access Levels in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_roles.htm&release=264.0.0&type=5 "Assign specific roles to users that define what they can do in Agentforce Operations. You can use the system roles, or create custom roles. Grant granular access levels to blueprints and workflows."). 3. Optionally, create fields before building blueprints. Fields collect data from task assignees and pass it forward through the workflow. Creating fields on the Fields page before you build blueprints makes them available to add to any task. You can also create fields directly from within a task while building a blueprint, but workspace-level fields are reusable across blueprints. So, creating them first saves time. For details, see [Create Custom Fields in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_fields_create.htm&release=264.0.0&type=5 "Create custom fields to collect information from users. You can create custom fields from the Fields page, a task, or the Form Builder.") and [Collect Information from Users in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_fields_and_forms.htm&release=264.0.0&type=5 "Use fields and forms to request, collect, and pass information through tasks and workflows in Agentforce Operations."). 4. Optionally, connect data sources. With data sources, task assignees select values from an external list, such as a product catalog, supplier database, or any structured data your organization maintains. Set up data sources on the Admin page before building blueprints that reference them. For details, see [Data Sources in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_data_sources.htm&release=264.0.0&type=5 "Data sources are tables of structured reference data, such as supplier lists, customer catalogs, or parts databases. Admins import data sources into Agentforce Operations so users can look up and validate that data in workflows and tasks."). 5. Build a blueprint. A blueprint is a reusable template that defines your process. Add stages to structure the work into phases. Then, add tasks within each stage and assign them to users, teams, roles, or AI agents. Finally, add fields to collect and pass information between tasks. Configure start conditions to control when stages and tasks activate. When the blueprint is ready, publish it. For details, see [Create an Automation Template with a Blueprint in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_create_blueprint.htm&release=264.0.0&type=5 "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."). 6. Optionally, if you plan to assign tasks to AI agents, set up and test your agent tasks. AI agents complete specialized tasks automatically with consistent, repeatable results. Before publishing a blueprint that includes AI agent tasks, make sure each agent task has a saved plan. Use the Test tab to run the agent with representative inputs, review the generated plan, and save it. For details, see [Assigning Tasks to AI Agents in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agents_overview.htm&release=264.0.0&type=5 "Use AI agents in Agentforce Operations to complete specialized tasks with consistent inputs, repeatable results, and clear operational boundaries.") and [Get AI Agent Tasks Ready for Run Time in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agent_get_ready.htm&release=264.0.0&type=5 "Before you publish a blueprint, make sure that your AI agent tasks are tested and producing reliable results. This section walks you through how plans work, how to test them, and how to lock them for consistent run-time behavior in Agentforce Operations."). 7. Start a workflow. After you publish your blueprint, create a workflow from it to start automating your process. Fill in any required fields, then click Create. The workflow starts immediately and task assignees receive email notifications. You can start workflows from the Home page, the Blueprints page, or from within an open blueprint. For details, see [Creating and Starting a Workflow in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_start_workflow.htm&release=264.0.0&type=5 "Create a workflow from a blueprint, bulk-start many workflows from a CSV file, or start a workflow by sending an email to begin automating your business process."). You've set up your workspace. You can now design blueprints, start workflows, and track progress from the Home page. Use the navigation sidebar to access all areas of Agentforce Operations, including your assigned tasks, blueprints, fields, and admin settings. Explore these areas to get more out of Agentforce Operations: - [Administer Your Workspace from the Admin Page in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_admin_overview.htm&release=264.0.0&type=5 "As an admin, manage people, teams, integrations, data sources, AI agents, and workspace settings from the Admin page in Agentforce Operations."): Manage users, teams, integrations, data sources, AI agents, and workspace settings. - [Getting Work Done with Teams in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_assigning_tasks_to_teams.htm&release=264.0.0&type=5 "Use teams in Agentforce Operations to group users for task assignment and collaboration. When you assign a task to a team, all team members can see and work on the task. You can also give blueprint and workflow access to teams for collaboration. Set up teams from the Admin page or the People & Teams page, then grant access or assign tasks to teams, or involve them as approvers or as cc'd participants."): Set up teams to route tasks to groups of people. - [Tracking Workflows in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_tracking_workflows.htm&release=264.0.0&type=5 "Track workflow status, task progress, due dates, and ownership so you can keep work on schedule in Agentforce Operations."): Monitor workflow status, task progress, due dates, and ownership. - [Manage Home Workflow List Views in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_workflows_list_views.htm&release=264.0.0&type=5 "Create, edit, sort, share, and set a default list view to organize workflows in Agentforce Operations."): Create and save custom-filtered views of your workflow list. - [AI Agents Catalog for Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agents_catalog.htm&release=264.0.0&type=5 "Use this catalog to select the right AI agent for each type of task in Agentforce Operations."): Review available AI agents and select the right one for each task. - [Logging In to Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_sign_in.htm&release=264.0.0&type=5 "Log in to Agentforce Operations by using your invite email, and learn when you need to log in and when you don't need to log in."): Help your team log in for the first time by using the invite email.