Flow Builder for Service and the Actions & Recommendations Component

Give your users a to-do list in the Actions & Recommendations component. Show flows, quick actions, and recommendations from your Next Best Action strategies. To create your list, associate actions with a record page using an Actions & Recommendations deployment or Salesforce automation tools. You can create default lists for specific channels, like phone and chat, and show which actions that you want users to complete first and last.

Required Editions

Available in: Lightning Experience

Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Lightning console apps are available for an extra cost to users with Salesforce Platform user licenses for certain products. Some restrictions apply. For pricing details, contact your Salesforce account executive.

Tip Check out how to put the Actions & Recommendations component to work for your agents. The Flow Builder for Service Trailhead module can help you get started.

In the component, you can show these actions.

Active screen flows, field service mobile flows, and autolaunched flows

Note An autolaunched flow is a type of flow that doesn’t require user input.
Quick actions available in the record page layout
Recommendations that result from applying a Next Best Action strategy

Clicking a step from the list launches a flow or quick action.

When an agent selects a screen flow, for example, it starts in a subtab for a console app or in a popup window for a standard navigation app. When you confirm the start an autolaunched flow, it runs in the background. Quick actions open in a popup window.

Create an Actions & Recommendations Deployment
Capture component settings in a deployment that you define in Setup. Specify which type of content to display, such as flows and quick actions, or Next Best Action recommendations. Create default lists of actions for each channel, and select which actions users can start from the list as needed. If you include recommendations, configure strategies and display settings.
Select a Deployment in the Actions & Recommendations Component
Add the component to your Lightning pages, and select a deployment.
Use the List in the Actions & Recommendations Component
Learn how the Actions & Recommendations component can walk you through multiple-step procedures. The list of items helps you complete work quickly and consistently with less guesswork.

Flow Builder for Service and the Actions & Recommendations Component

Required Editions

See Also