Automation Workspaces

Used to build custom integrations for internal use. You cannot register an integration product in an automation workspace. Instead, you must manually set up all connectors, flows, services, and schedules.

Create an Automation Workspace

Follow these steps to create an automation workspace.
Your account must have the Automation Workspaces feature enabled.

Navigate to the account where you want to add a workspace.

NOTE: A workspace is owned by the account it is created on.

From the left menu, select Automation under Workspaces.
Select Add Workspace.

The Add New Workspace window opens.

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.

For each connector, complete all configuration fields. For instructions, see the Connecting in App Xchange page for the respective connectors in App Connectors or Universal Connectors.
Enter a Workspace Name.

As a best practice, follow this naming convention when adding a workspace: Company Name : Connector1 <> Connector2.

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 a connector to an automation workspace.

Select + Add Connector.
Select the connector you want to add.
Select Save.

The connector is added. You can now configure the connector.

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.

In Workspace > Connectors, select the connector you want to delete. The connector details page opens.
Select Delete Connector.
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.

Create a New Connection

To create a new connection, see Create a New Connection.

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