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Help Agent Performance Degradation

Salesforce Field Service

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Salesforce Field Service

Launch a Cloned Flow from a Quick Action

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Launch a Cloned Flow from a Quick Action

Create a quick action to launch a customized scheduling flow from any supported object's record page, such as Account. This approach lets you offer the customized flow alongside other actions without overriding the default scheduling behavior.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions

Clone and Customize the Flow
Clone the standard scheduling flow and customize it with the variables, fields, and screen elements your organization needs.
Create the Quick Action
Create a quick action that launches your cloned scheduling flow from an object's record page.
Add the Quick Action to a Page Layout
Add the quick action to the object's page layout so users can launch the customized scheduling flow from the record page.

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