Loading
Salesforce now sends email only from verified domains. Read More
Administer Health Cloud
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Create a Quick Action to Launch the Flow

          Create a Quick Action to Launch the Flow

          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

          1. From the object management settings for Accounts, go to Buttons, Links, and Actions, and click New Action.
            1. For Action Type, select Flow.
            2. Select a flow that you already created to use as a quick action. For example, New Appeal.
            3. Select None in Standard Label Type picklist.
            4. Enter your label in the Label field. For example, Start an Appeal.
            5. The Name field is autopopulated. Keep it as is.
            6. (Optional) You can enter a description and select an icon for your action.
          2. Save your work.
           
          Loading
          Salesforce Help | Article