Agentforce Workflows

Workflows allow you to define a series of steps to guide Agentforce through repetitive Salesforce development tasks, such as deploying components, running tests, or creating releases. To invoke a workflow in your workspace, type /[workflow-name.md] in the chat. Workflows transform how you handle repetitive Salesforce development tasks by creating reusable, automated sequences. Instead of manually performing the same steps repeatedly, you can define workflows once and trigger them with a simple command.

Key benefits:

• Automate repetitive tasks: Deploy components, run tests, create releases with one command
• Ensure consistency: Follow the same process every time
• Reduce errors: Eliminate manual steps that can be forgotten or done incorrectly
• Save time: Turn multi-step processes into single commands
• Share processes: Team members can use the same proven workflows

Common Salesforce workflow types:

• Deployment workflows: Deploy and validate components across orgs
• Testing workflows: Run comprehensive test suites and analyze results
• Release workflows: Package and deploy releases with proper validation
• Component workflows: Create, test, and deploy new Lightning components
• Integration workflows: Set up and validate external integrations

Create Workflows

Quickly create workflows through Agentforce's built-in interface.

1. Access Workflow Tab: Click the ⚖️icon in the Agentforce chat interface.
2. Choose Workflow Type: Select either Global Workflows or Workspace Workflows.
3. Create New Workflow: Click + to create a new workflow.

Workspace workflows are stored in your project's .a4drules/workflows folder. The location of global workflows varies based on your operating system.

Manage Workflows with the Interface

Agentforce provides a convenient popover interface that allows you to:

• View Active Workflows: See which global and workspace workflows are currently active.
• Toggle Workflows: Enable or disable specific workflows with a single click.
• Add or Delete Workflows: Quickly create or delete workflows.

The real power comes from how you structure your workflow files. You can:

• Leverage Agentforce's built-in tools like ask_followup_question, read_file, search_files, and new_task.
• Use command-line tools you already have installed like sf (Salesforce CLI) or git.
• Reference external MCP tool calls for integrations.
• Chain multiple actions together in a specific sequence.

Example Salesforce Deployment Workflow

Create a file called salesforce-deploy.md and paste this content:

You have access to the `sf` terminal command for Salesforce CLI operations. Deploy the components I specify to the target org following this detailed process.

1. Gather Deployment Information

Ask the user which components to deploy and which org to target:

<ask_followup_question>
  <question>Which components would you like to deploy and to which org?</question>
  <options>["Specific files/folders", "All local changes", "Specific metadata types"]</options>
</ask_followup_question>

Validate the target org connection:

sf org display --target-org <target-org>

2. Pre-Deployment Validation

Check for local changes and potential conflicts:

sf project retrieve start --dry-run --target-org <target-org>

Run local tests if deploying Apex:

sf apex test run --code-coverage --result-format human

Validate deployment without actually deploying:

sf project deploy start --dry-run --target-org <target-org>

3. Analyze and Confirm

Review validation results and ask for confirmation:

<ask_followup_question>
  <question>Validation completed successfully. Here's what will be deployed:

  [List of components and validation results]

  Would you like me to proceed with the actual deployment?</question>
  <options>["Yes, deploy now", "No, I need to make changes first", "Show me more details"]</options>
</ask_followup_question>

4. Execute Deployment

Deploy to the target org:

sf project deploy start --target-org <target-org>

Monitor deployment status:

sf project deploy report --target-org <target-org>

5. Post-Deployment Validation

Run tests in the target org:

sf apex test run --target-org <target-org> --code-coverage --result-format human

Verify deployment success and provide summary:

<ask_followup_question>
  <question>Deployment completed successfully! Do you need a detailed deployment summary or test results?</question>
  <options>["Show summary", "Show detailed test results", "No, I'm done"]</options>
</ask_followup_question>

Build Your Own Salesforce Workflows

Workflows are completely customizable to your Salesforce development needs. You can create workflows for all kinds of repetitive tasks.

Common Salesforce CLI Commands for Workflows