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Create or Edit key fields using Sales Path in Lightning

Дата публикации: Sep 26, 2023
Описание
Key fields display in Lightning Experience as part of the Sales Path feature (not available in classic).  To display Key Fields in Lightning Experience, we have to Enable the Sales Path.  Lead and Opportunity object can have Key fields. You can include both Standard and Custom fields.
Решение
Below are the steps to Enable Sales Path using the Salesforce Classic interface:
Click on Setup | Customize | Path | Path Settings | Click Enable

Below are the steps how to add Key Fields in Path in Salesforce Classic:
1. Click on Setup | Customize | Path | Path Settings
2. Click New Path or Edit next to existing Path Name to customize
3. Click Next
4. Click Add/Update Fields 
5. Drag and drop the Key Fields you want to include or exclude (up to 5) in the Selected picklist field and Save
6. Click Next
7. Click Finish


Below are the steps to Enable Sales Path using the Lightning Experience interface:
Click on the Gear icon then Setup | User Interface | Path Settings | Click Enable

Below are the steps how to add Key Fields in Path in Lightning Experience:
1. Click on the Gear icon then Setup | User Interface | Path Settings
2. Click New Path or Edit next to existing Path Name to customize
3. Click Next
4. Click Add/Update Fields 
5. Drag and drop the Key Fields you want to include or exclude (up to 5) in the Selected picklist field and Save
6. Click Next
7. Click Finish
 

Note: Key Fields only reflects those fields which are available in the Record Type selected.

See Also: 
Trailhead - Customize a Sales Path
Номер статьи базы знаний

000388000

 
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Salesforce Help | Article