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Agentforce Workflow: Sample Testing Intake

Running a busy Chemical Engineering Consultant means managing a constant influx of complex client-submitted liquid or powder samples requiring immediate composition analysis. To keep your laboratory operating efficiently and securely, intake procedures must be flawless from the moment an unknown substance arrives at the receiving dock.

This chart provides a clear, step-by-step visual showing how an Agentforce Agent manages the autonomous logging and lab routing for these samples. From verifying safety data sheets and logging hazardous material profiles in Health Cloud, to assigning the correct mass spectrometry or chromatography queue, you will see exactly how the Agent prepares every sample for safe, efficient laboratory processing.

42
AVERAGE MONTHLY HOURS RECOVERED
17%
ACCURACY IN LAB ROUTING
14%
AVERAGE ANNUAL COST REDUCTION
Autonomous Execution Sequence
Step 1
Verify Intake Request

Agentforce initiates the workflow by scanning Health Cloud for newly logged chemical intake requests from commercial clients. The autonomous Agent identifies whether the submission is a liquid or powder sample and reviews the initial composition analysis requirements.

Scan Health Cloud
Step 2
Validate SDS Files

The Agent cross-references the submitted client documentation with standard safety protocols to ensure a valid SDS is attached. It automatically flags any missing hazardous material classifications before allowing the sample into the active sorting queue.

Check Safety Data
Step 3
Assign Testing Queue

Based on the requested analysis type, the Agent routes the submission to the correct specialized testing queue, such as GC-MS or HPLC. It generates a unique barcode identifier in Data Cloud to track the vial throughout its lifecycle.

Generate Barcode
Step 4
Check Equipment Status

The Agent checks current equipment availability and calibration schedules logged in Service Cloud for the required testing machines. It holds the sample in a digital staging area until the designated mass spectrometer is marked as calibrated.

Verify Calibration
Step 5
Import Baseline Data

Using MuleSoft, the Agent imports spreadsheet data containing historical baseline composition references from an academic database directly into Data Cloud. It attaches these comparison baselines to the active sample record for the laboratory technician.

MuleSoft Import
Step 6
Route via Omni-Channel

Omni-Channel routing is used by the Agent to assign the specific lab work order to an available chemical engineer based on their certification levels. The assigned specialist receives an instant notification with the full material handling profile.

Assign Engineer
Step 7
Update Client Portal

The Agent issues a proactive status update through Experience Cloud to the original client who submitted the sample. This gives the client a transparent view that their material is safely in the lab and actively undergoing composition analysis.

Notify Client
Step 8
Update Tableau Board

To close the loop, the Agent pushes the aggregated daily lab routing and throughput metrics into Tableau. This provides laboratory directors with an interactive visualization of processing bottlenecks, equipment utilization, and overall intake efficiency.

Refresh Analytics
This automatic workflow is totally customizable for your Chemical Engineering Consultant! We tailor every Agentforce Agent to match your unique standard operating procedures and industry requirements.