---
schema_version: "1"
id: 89cd7db819e26d79d168e28a81f997b884e7c12c688f941da7a8dabd7085c0dc
title: Set Up Custom Recommendations with Custom Actions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_workspace_create_custom_recommendations_with_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_workspace_create_custom_recommendations_with_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 54fee4d0dd92a2ecd40749218d2378e77de943362e35cb6de5bb8afe1b6ee36d
description: To add a custom signal that uses a custom action to the feed, clone the Create Custom Recommendations with Action flow.
products:
  - Sales Cloud
release: "264"
---
# Set Up Custom Recommendations with Custom Actions

To add a custom signal that uses a custom action to the feed, clone the Create Custom Recommendations with Action flow.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Agentforce 1 Sales</strong> editions with the Sales Foundation add-on.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d42913e66">User Permissions Needed</th>
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        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d42913e66 ">To create and modify flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d42913e66 ">Manage Flow</td>

          </tr>
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Save a custom signal type in Workspace Signals and copy its developer name and the custom action's developer name.

1. From Setup, in the Quick Find box, enter and select **Flows**.
2. Find and select **Create Custom Recommendations with Action** and then click **Save As New Flow**.
3. To configure the custom signal you want to generate feed for, click **Get Custom Definition**.
4. For the Name field, replace the value with the developer name of the custom signal.
5. To associate a custom action for the custom signal, click **Create Recommendation Action**.
6. For the Action Api Name field, replace the default action with the developer name of the custom action you want to trigger.
7. Click **Save** and **Activate**.

#### See Also

- [Create an Agent Quick Action for Signals](https://help.salesforce.com/s/articleView?id=sales.sales_workspace_create_ask_agent_action.htm&release=264.0.0&type=5 "Help sellers easily hand off tasks to an agent without leaving Sales Workspace. Build an action that opens the Assist panel for a specific agent to process a suggestion.")