Give customer service representatives easy access to the Exchanges RMA flow by adding it
to the Actions & Recommendations component on a Lightning page for an object. Because all
orders are associated with an order summary, add the flow to the Actions and Recommendations
component on the order summary page.
Required Editions
-
From Setup, in the Quick Find box, search for and select Actions &
Recommendations.
-
Click New Deployment, and then click
Next.
-
Name the deployment, select Flows and quick actions, deselect
Recommendations, and click Next.
-
In the Available Objects list, move the objects that you want to add the flow to, such as
Account, to the Selected Objects list, and click Next.
-
On the Default tab, in the All Actions list, drag your Exchanges RMA flow to the Top Pinned
section.
-
Select your Exchanges RMA flow, and click Unmark Removable.
-
Click Next, click Save, and click
Let’s Go.
-
Open the record page for an object that you added the flow to, such as Account or Order
Summary Record Page.
-
Click Edit.
-
Select the Actions & Recommendations component in the preview layout.
-
For Actions & Recommendations Deployment, select the deployment that you created, and
click Save.
-
Click Activation...
-
Make sure the page is the org default for the desktop form factor.
-
Click Close and the click Save.
