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            Create a Quick Action for a Flow

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            3. Financial Services Cloud Admin Guide

            Create a Quick Action for a Flow

            Give users easy access to a flow by creating a quick action. When you add the quick action to the Person Account page layout, users can launch the flow from person account record pages.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, open Object Manager.
            2. Click Account.
            3. Click Buttons, Links, and Actions, and then click New Action.
            4. In the Action Type list, select Flow.
            5. In the Flow list, select the flow that you want to create the quick action for.
            6. Leave the Standard Label Type field as is.
            7. Enter a label for the action. Users see this label as the name of the action.
            8. Save your changes.

            Now add the quick action to the Person Account Page layout.

             
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            Salesforce Help | Article