---
schema_version: "1"
id: d895eb1bdae421c6eefec0eefad9c322b4d64ced3c039a524c93e5d06cfbd71d
title: Set Up a Custom Outbound Flow (Optional)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_create_custom_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_create_custom_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 05ffcd18a705564dd9343efa6991d24e8503f32d033b45a96548157d55a2462b
description: 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.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

1. Create an action for your custom flow.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    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.
2. Add the actions to the relevant object page layouts.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    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.