How to set up a quick action with the integration channel flow?
Last updated
Last updated
Go to object manager, select the object in which you want to setup the quick action.(eg Account)
Select button, link and action.
Select action.
Before selecting the action as flow, user need to create the flow.
Go to setup, create screen flow
Note : you can not execute autolaunch flow in quick actions.
Now, go to page layout, add the action , save the page.
Go to selected object(here eg Account). Open any record, you can see the quick action on top right. Click the action, flow will be executed. As you selected action as 200 OK and given channel name in flow. Channel will get executed.
User can map response with record fields. USer need to activate fields accordingly in the flow.