Help users launch and navigate through workflows with the help of quick actions.
Quick actions enable you to perform a series of actions with just a few clicks. You can also
create customized quick actions based on the specific needs of your users. Add a quick
action to your interface so that users can easily launch your flows.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
From the object management settings for Accounts, go to Buttons,
Links, and Actions, and click New
Action.
For Action Type, select Flow.
Select a flow that you already created to use as a quick action. For
example, New Appeal.
Select None in Standard Label
Type picklist.
Enter your label in the Label field. For example, Start an
Appeal.
The Name field is autopopulated. Keep it as is.
(Optional) You can enter a description and select an icon for your
action.
Save your work.
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