Customize Graph Actions with Flows

A flow gives your users a guided path for completing a business process and serves as a configurable way of creating a unified experience for your users. Create a flow, and then in an ARC graph, link a flow to a graph action.

Required Editions

View supported product editions.
User Permissions Needed
To link a flow to an ARC graph action: View permissions information.

The flow walks users through the task with purpose-built pages, guided logic, and validation rules.

  1. From Setup, in the Quick Find box, enter Actionable Relationship Center, and select Actionable Relationship Center.
  2. Click New Relationship Graph or edit an existing graph.
  3. Create a node or select an existing node.
  4. Click the Actions tab.
  5. Click Select an Option, and select Flows.
  6. Select the flow name that you plan to link, and click Done.
  7. Save the ARC graph changes.
  8. Repeat steps 3 through 7 for the applicable node actions.