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            Launch Customized Scheduling Flows

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            Launch Customized Scheduling Flows

            Clone a standard scheduling flow, customize it in Flow Builder, and make it available to users. You can override the standard flow so that the existing action button launches your customized version, or create a quick action to launch the flow from any supported object's record page.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions
            • Override a Standard Flow with a Cloned Flow
              Activate a cloned scheduling flow to replace the standard flow that launches when users click New on the Interaction list view. Because Workforce Scheduling flows are overridden by default, activating a cloned flow automatically replaces the standard version.
            • 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.
             
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