Give users easy access to the Order on Behalf Of flow by adding it to the Actions &
Recommendations component on a Lightning page for an object. Because all orders are associated
with an account, add the flow to the Actions and Recommendations component on the account
page.
Required Editions
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From Setup, in the Quick Find box, search for and select Actions &
Recommendations.
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Click New Deployment, and then click
Next.
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Name the deployment, select Flows and quick actions, deselect
Recommendations, and click Next.
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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.
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On the Default tab, in the All Actions list, drag your Order on Behalf Of flow to the Top
Pinned section.
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Select your Order on Behalf Of flow, and click Unmark
Removable.
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Click Next, and then click Save.
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Open the record page for an object that you added the flow to, such as Account.
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From the Setup menu, select Edit Page.
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Select the Actions & Recommendations component in the preview
layout.
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For Actions & Recommendations Deployment, select the deployment that you created, and
click Save.
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In the window that appears, click Activate, and then click
Save.
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Click Activation.
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Assign the page as the org default.
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Select Desktop for form factor.
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Click Save.
