Flow actions can’t call just any flow in your org. To work as a flow action, a flow must be active and have screens. Flow actions also can’t be global actions.
To create a flow action, select Flow from the Action Type dropdown when you create an object-specific action. You can add flow actions to an object’s page layout using the page layout editor. To see your org’s flow actions in the page layout editor, check out the Mobile & Lightning Actions category in the palette.
Changes Since Winter ’18
- A flow action’s screen-level help text is no longer available for feed-based page layouts.
- Flow actions are now fully supported in packages, change sets, and other deployment tools.
- Flow actions now support Field Service Mobile flows (Beta).
Let’s say you create a flow action for your Survey Customer flow and add it to the contact page layout.
Here’s how that action appears for contacts in Lightning Experience.
Here’s how that flow appears when a user clicks the Survey Customer flow action.
Here’s how that action appears in the Salesforce app action bar for contacts.
Here’s how that flow appears in the Salesforce app when a user taps the Survey Customer flow action.