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            Add Create Group Insurance Quote Flow to Quote Record Page

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            Add Create Group Insurance Quote Flow to Quote Record Page

            To allow users to launch the quote flow directly from a quote record, add the Create Group Insurance Quote action button to the quote page layout.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud, Digital Insurance, and Agentforce for Health Cloud add-on licenses
            User Permissions Needed
            To add a flow-based quick action button to a page layout:

            Manage Flows

            AND

            Customize Application
            1. From Setup, click Object Manager.
            2. Select Quote, and then select Page Layout.
            3. To make the Create Group Insurance Quote flow available as an action on the quote record, locate the Mobile & Lightning Actions section.
            4. To expose the flow action to users, drag the Create Group Insurance Quote flow action into the Salesforce Mobile and Lightning Experience Actions section.
            5. To apply your changes, save the page layout.
             
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            Salesforce Help | Article