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Sales Basics
Guide Users with Path

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Guide Users with Path

Boost productivity and help reps gather complete data. Create paths to guide your users through steps of a business process, such as working an opportunity from a fresh lead to a successfully closed deal. At each step of a path, you can highlight key fields and include customized guidance for success.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To administer Path:

Modify All Data

OR

Customize Application

Path is available for the following objects:

  • Accounts (business accounts and person accounts)
  • Assets
  • Campaigns
  • Cases
  • Contacts
  • Contracts
  • Fulfillment order
  • Leads
  • Opportunities
  • Orders
  • Product service campaigns
  • Product service campaign items
  • Quotes
  • Service appointments
  • Service contracts
  • Work orders
  • Work order line items
  • Custom objects

Path is supported on Lightning record pages in the Salesforce mobile app.

  1. Enable Path
    To start creating paths, first enable Path in Setup.
  2. Create a Path
    Create one path for each available combination of object, picklist, and record type for supported objects. And help your teams celebrate their successes by tossing virtual confetti when reps reach designated path steps.
  3. Finalize the Path
    Choose the final path step, following the order of the picklist values that the path is based on. Then, add the path to the related record pages.
  4. Considerations and Guidelines for Creating Paths
    Before creating paths for your users, review the considerations and guidelines for paths.
  5. Considerations and Guidelines for Creating Paths on Leads, Opportunities, and Accounts
    Review these considerations and guidelines for paths on the Lead, Opportunity, and Account objects.

See Also

 
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