Reply to, complete, and approve Agentforce Operations tasks from your email. A summary of the task details and what's required is in the task assignment email. If you're logged in to Agentforce Operations, clicking a button in the email takes you directly to the task in the workspace instead of a web form.
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. |
Add Comments to a Task Through Email
Add comments or ask questions through email without completing, approving, or rejecting a task.
- Open the email.
- Click Reply.
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Write your comments in the email.
You can add people to Cc and attach documents as needed.
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Send the email.
Everyone on the task gets the email and the email content is added to the task's message history.
Note To exclude content from the task message history, for example, your email signature, add two hyphens (--) before the content you want to exclude.
Complete a Standard Task Through Email
Complete a standard task through email without logging in to Agentforce Operations.
The options in your task email depend on whether the task has fields to fill out. For either option, you can instead click Reply, add comments, and send the email to add comments to the task's activity feed without completing it.
- Open the task email.
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If the task has no fields to fill out, click Reply & complete
and send the email.
Agentforce Operations marks the task as complete.
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If the task has fields to fill out, click Complete.
A web form opens with the fields required to complete the task. If you're logged in to Agentforce Operations, you're taken to the task in the workspace instead.
- Fill out the form.
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Click Complete.
Agentforce Operations marks the task as complete.
Approve or Reject a Task Through Email
Approve or reject an approval task through email without logging in to Agentforce Operations.
- Open the task email.
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Click Approve or Reject.
A web form opens. If you're logged in to Agentforce Operations, you're taken to the task in the workspace instead.
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Fill out any fields on the form.
If the approval task requires comments when rejecting, the form requires a comment to proceed.
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Click Approve or Reject.
Agentforce Operations marks the task as approved or rejected.