---
schema_version: "1"
id: 112a5db85a63d3fc02b243c5e8f0e9a123c4391f33d8d178c737157473c938f9
title: Configure Swarming Flows
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/set_up_flows_swarming.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.set_up_flows_swarming.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 84d6a660ef2f8855585224e55b8aa9ba9e81c8990e866aad1e55643d38aa1003
description: After setup, preconfigured swarming flow templates help support reps quickly start swarms, add members, and close swarms from a record in Salesforce.
products:
  - Service Cloud
release: "264"
---
# Configure Swarming Flows

After setup, preconfigured swarming flow templates help support reps quickly start swarms, add members, and close swarms from a record in Salesforce.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

Available flows include:

- Begin Swarming
- Add Members to Swarm
- Finish Swarming
- Reopen Swarm
- Close Swarm with Related Case (Autolaunched)
- Close Swarm with Related Incident (Autolaunched)
- Support Rep Work Trigger (Autolaunched)

You can enable these flows in the UI via Actions and Recommendations, Dynamic Actions, or with Quick Actions. You can choose to use one or all of these tools to launch flows.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:25%">
        <col style="width:25%">
        <col style="width:25%">
        <col style="width:25%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d50095e90">Action Type</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d50095e93">Actions &amp; Recommendations</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d50095e96">Quick Actions</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d50095e99">Dynamic Actions</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Action Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d50095e90 ">Benefits</td>

          <td data-label="Actions &amp; Recommendations" class="slds-cell-wrap" style="vertical-align:top;" headers="d50095e93 ">
            <ul>
              <li>Component may already be set up on the record page and familiar
                to users</li>

              <li>Flows run in a nested subtab on the record</li>

              <li>Completed flows are shown with a checkmark</li>

              <li>Ideal if you want to keep all swarming interactions, such as
                Swarming list views and flows, in one tab</li>

            </ul>
          </td>

          <td data-label="Quick Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d50095e96 ">
            <ul>
              <li>Users stay on the record page and keep the record’s context</li>

              <li>Flows run in the Feed tab instead of a new tab or window</li>

            </ul>
          </td>

          <td data-label="Dynamic Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d50095e99 ">
            <ul>
              <li>Show the flow to users only when certain rules are met</li>

              <li>Flows run in the Feed tab instead of a new tab or window</li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>

To get started with autolaunched flows, clone and activate them. Autolaunched flows aren’t shown to users and execute after a record is saved and meets the flow criteria.

You also can build swarming flows from scratch and use invocable actions to interact with Slack from the flows you create. Or, copy one of the preconfigured templates and adjust them to align with your business needs.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/images/icon_tip.png)

Tip New features added to out-of-the box flows don’t show up in copied flows and must be manually added to admin-created versions.

- **[Swarm with Actions & Recommendations](https://help.salesforce.com/s/articleView?id=service.actions_and_recs_swarming.htm&release=264.0.0&type=5)**  
    The Actions & Recommendations component gives your users easy access to any flows that are enabled for their Console. Flows from this component launch in a nested subtab for the record. You can switch between records to view information to use in other tabs.
- **[Swarm with Quick Actions](https://help.salesforce.com/s/articleView?id=service.quick_actions_swarming.htm&release=264.0.0&type=5)**  
    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.
- **[Swarm with Dynamic Actions](https://help.salesforce.com/s/articleView?id=service.dynamic_actions_swarming.htm&release=264.0.0&type=5)**  
    Use dynamic actions to show swarming flows with rules that streamline your support reps’ experience and help prevent errors. Add rules so that only the appropriate tasks appear in the Edit dropdown based on record criteria. For example, set a rule so that Finish Swarming appears only when a case’s status is set to Closed.