Set Up a Custom Outbound Flow (Optional)

To give your users access to a customized version of the Outbound New Appointment flow or Outbound Modify Appointment standard flow template, create an action and add it to the relevant page layout.

Required Editions

Available in: Lightning Experience.

Available in: Enterprise and Unlimited Editions

Create an action for your custom flow.

Note For your custom outbound new appointment flow, create actions for the Account, Case, Lead, and Opportunity objects. For your custom outbound modify appointment flow, create an action for the Service Appointment object.

Note The action that you create for accounts is also available for person accounts.
1. In Setup, click Object Manager, and select the object that you want to create an action for.
2. Click Buttons, Links, and Actions, and then click New Action.
3. In the Action Type list, select Flow.
4. In the Flow list, select the name of your customized outbound flow.
5. Enter a label that users see as the name for the action.
6. Save your changes.
7. Repeat these steps for each object you want to create an action for.
Add the actions to the relevant object page layouts.

Note For your custom outbound new appointment flow, add the actions to the account, case, person account, lead, and opportunity page layouts. For your custom outbound modify appointment flow, add the action to the service appointment page layout.
1. In Setup, click Object Manager, and select the object that you want to add the quick action for.
2. Select Page Layouts and select the page layout that you want to add the quick action to.
3. Select Mobile & Lightning Actions in the palette.
  If you see a link to override the predefined actions in the Salesforce Mobile and Lightning Experience Actions section of the layout editor, click the link.
4. Drag the action to the top of the Salesforce Mobile and Lightning Experience Actions section.
5. Save your changes.