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            Path Settings for Financial Deals

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Path Settings for Financial Deals

            Enable Path for the Financial Deal object to improve deal teams’ success. You can define steps that are important for a financial deal execution and include customized guidance for every step of a path.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To enable path settings for finanical deals:

            Financial Services Cloud Extension OR FSC Sales

            AND

            Modify All Data OR Customize Application

            You can create one path for each available combination of object, picklist, and record type for a financial deal. The supported picklist values are: Confidentiality Type, Conflict Status, Stage, and Status.

             
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