Automation Workspaces

Automation workspaces are used to build a custom set of jobs and flows to fulfill specific business needs.

Unlike building an integration, an automations are fully customized and are not for deployment to other contexts. You, the owner of the workspace, or perhaps a third party on your behalf, must set up all connectors, flows, services, and schedules manually. Your account must have the Automation Workspaces feature enabled to create an automation workspace.

Create an Automation Workspace

Follow these steps to create an automation workspace.

Your account must have the Automation Workspaces feature enabled.
  1. Navigate to the account where you want to add a workspace.
  2. From the left menu, select Automation under Workspaces.
  3. Select Add Workspace.
    The Add New Workspace window opens.
  4. Choose one or more connectors to include in the workspace, then select Next.
    Note: If you select a connector that requires an App Xchange Agent to be installed, the App Xchange team will contact you for the connection details.
  5. For each connector, complete all configuration fields and/or add a connection. For instructions, see the Connecting in App Xchange page for the respective connectors in App Connectors or Universal Connectors.
  6. Enter a Workspace Name.
    As a best practice, follow this naming convention when adding a workspace: Company Name : Connector1 <> Connector2.
  7. When finished with the setup, select Continue.
    Note: Adding a new workspace may take several minutes.
The automation workspace is created.

Add an Automation Workspace Connector

Follow these steps to add one or more additional connectors to an already existing automation workspace.

  1. Select Add Connector.
  2. Choose one or more connectors you want to add.
    Note: If you select a connector that requires an App Xchange Agent to be installed, the App Xchange team will contact you for the connection details.
  3. Select Save.
The connector is added. You can now configure the connector.

Create a New Connection

Follow these steps to add the connection to the connector in your workspace.

Be careful when changing the connection initially assigned to a workspace. If the new connection does not work, you must contact the owner of the preferred connection to reassign the original connection.
  1. Navigate to the Account > Workspaces page.
  2. Select the appropriate workspace and, depending on the workspace type, choose Integrations or Connectors in the left pane.
  3. Under the name of compatible connectors, select Add Connection.
    The Workspace Connection drawer opens.
  4. Add a connection as follows:
    • Select Create New to create a new connection.
    • Select Assign Existing to choose a pre-existing connection you own.
  5. If the connection has a base connection associated with it, select it in the Base Connection field.
    This is used as a starting point to create the connection when an integration builder has pre-completed some fields specifically for their integration.
    App Xchange adds the connection definition.
  6. Use the Select connection definition dropdown to select the appropriate connection definition from the authentication options.
  7. Enter the Connection Details and select Connect.
App Xchange creates the new connection. It is now available under the Assign Existing tab. Use this tab to reassign the connection if it has been disconnected or if you want to reuse the connection details already created.

Delete an Automation Workspace Connector

Automation workspaces allow you to delete connectors directly from the workspace. Follow these steps to delete connectors from an automation workspace.

  1. In Workspace > Connectors, select the connector you want to delete. The connector details page opens.
  2. Select Delete Connector.
  3. Select OK to confirm the deletion.
The connector and all of its configurations are deleted. It remains on the platform but is no longer registered to the workspace.
Note: If your account owns the connector or the connector is publicly available, you can regain access by re-adding it to the workspace.