Activate Your Flow and Add a Quick Action to Your Page Layout

Place a Screen Flow on the Page

Remember that our goal in this project is to create a button that emails every program participant with a program engagement in a cohort.

Screen flows require interaction with a user, so our flow won’t work unless a user can access it. For this example, getting the flow to a user takes three steps.

Activate the flow
Create the button
Place the button on the page layout

Let’s get to work.

Activate Your Flow

Let’s start by activating the flow, which you can do in Flow Builder.

If you left Flow Builder after the last step, you can get back to our flow by following these instructions.

Click Setup () and then Setup.
In the Quick Find box, enter flow and click Flows in the Process Automation group.
Click Email Program Participants (Cohort).

Normally at this stage we would test the flow by using the Run or Debug features in Flow Builder. You can learn more about those helpful features in the Resources section.

In this case, because we’re building the flow in a safe, isolated Playground (and because we’ve tested this flow many times here at Salesforce), we will activate the flow now and test it in the next step.

Click Activate in Flow Builder. That’s it!

Click Back () at the top of the Flow Builder page to go back to Setup.

Create the Action

Before we can add our flow to the page, we need to create a new button for it to work on the Program Cohort object.

In Setup, click the Object Manager tab.
Find and select Program Cohort from the list.
Click Buttons, Links, and Actions.
Click New Action.
In the Action Type field, select Flow.
In the Flow field, select our new flow, Email Program Participants (Cohort).
In the Label field, enter Email Program Participants. The Name field should automatically populate with Email_Program_Participants.
In the Description field, enter Emails all program participants with engagements in this cohort.
Click Save.

Add the Action to the Page Layout

Now that we have a button, let’s add it to the page as a quick action.

In Setup, click the Object Manager tab.
Find and select Program Cohort from the list.
Click Page Layouts.
Select Program Cohort Layout.
In the palette, click Mobile & Lightning Actions.
Drag our new button, Email Program Participants, from the palette to the Salesforce Mobile and Lightning Experience Actions area. Place it second in the list after Edit.
Click Save.

Check the Button on the Layout

Just to make sure, let’s check that the button appears on a program cohort record.

Find and select Program Cohorts from the App Launcher ().
Switch to the All list view and click any cohort. Let’s select Emerging Readers: Primary Grades.
Check that the Email Program Participants button appears in the quick actions area on the record.

Don’t click that button just yet! In the next step we make sure the email is sent with the details we expect. To do that, we will set up two new contacts with your email address, create program engagements for each, and add them to a cohort.

For now, click Verify to check your work and move on to the next step.

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