Select Next on the bottom right to proceed. Give it a unique name, choose the Object that the Path will be used on, select the Record Type you created, then choose which Picklist from the Record Type that will be used for the Path. Here you will provide the information needed to create the Path. If this is not selected, the path’s details are hidden when the page loads. Then choose whether the path remembers its previous state by selecting Remember User’s Path Preferences. After selecting the Path Setting, select Enable. Navigate to Setup, then type "Path" in the Quick Find Box. If you have multiple opportunity use cases, for example, this can create issues if the Path does not have its own Record Type and Process. This is important as the Path uses Picklists from the object as the points along the Path. How to Setup a Path in Salesforce Step 1: Create a New Record TypeĬreate a New Record Type on the object you would like to create the Path on and setup its own sales process for the new Record Type.
Tips, links, and best practices are examples of what can be provided in the Path set-up (Salesforce is looking to add more key fields in the future).
It provides 5 key fields and a Guidance for Success for each section under the Path stages to provide the guidance users will use to succeed. Path is only available in Salesforce Lightning. Salesforce Path is a visualization tool, used on objects, to help guide users along a Path to a final destination.
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