Swarm with Quick Actions

Swarming with quick actions runs the flow in the publisher under the Feed component instead of in a tab or window. When support reps use a quick action to run a flow, they can view exterior Lightning page components while running a flow so that they can see and access more information about a record.

Required Editions

View supported editions.
Tip
Tip Quick actions are ideal if you don’t want Swarming actions to occupy too much space on your page layouts.
  1. Create a quick action of action type Flow for each flow that you want to add to the Console, such as Begin Swarming or Add Member to Swarm.
    Swarming with dynamic actions
  2. From the management settings of the object you created an action for, click Page Layouts.
  3. Drag your flow action from the Mobile & Lightning Actions section to the Salesforce Mobile and Lightning Experience Actions section of your page layout.
    Begin Swarming flow highlighted on page layout
  4. Save your changes.

Support reps can now launch a swarming flow from the record’s Feed.