The Actions & Recommendations component gives your users easy access to any flows
that are enabled for their Console. Flows from this component launch in a nested subtab for the
record. You can switch between records to view information to use in other tabs.
Tip The Actions & Recommendations component is ideal if you want to keep your
Swarming actions, including flows and related lists, in a dedicated Swarming tab that helps
reduce page crowding.
Make a deployment with an object. If you have an Actions & Recommendations
deployment with cases, you can skip this step.
From Setup, in the Quick Find box, enter Actions &
Recommendations, and then select Actions &
Recommendations.
To create an Actions & Recommendations deployment, select New
Deployment.
Give your new deployment a brief and descriptive name like Swarming Flows.
Select Flows and quick actions.
Select an object that supports Swarming, such as Case or Incident. You can select
more than one object.
In the Default tab, use these flows as the channel default actions for the
deployment.
Begin Swarming
Add Member to Swarm
Finish Swarming
Reopen Swarm
To let users add their own flows to the Actions & Recommendations component,
select actions and save. To show only the actions that you’ve configured, deselect all
actions and save your changes.
Add Actions & Recommendations to your object record page
layout and choose the deployment where you added the swarming flows.
Select Go to Lightning App Builder.
Select the Lightning page that you want to add Swarming flows to and click
Edit.
If applicable, add the Actions & Recommendations component to your page
layout.
From the component, select the Swarming Flows
deployment.
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