Path (Experience Builder Site Component)

On object detail pages in Experience Builder sites, use the Path component to indicate and mark the path through a business process.

You can add the Path component to Experience Builder site object detail pages for the following objects:

• Account
• Asset
• Campaign
• Case
• Contract
• Lead
• Opportunity
• Order
• Partner Fund Allocations
• Partner Fund Claims
• Partner Fund Requests
• Partner Marketing Budgets
• Product Request
• Product Request Line Item
• Product Service Campaign
• Product Service Campaign Item
• Service Appointment
• Service Contract
• Work Order
• Work Order Line Item
• Custom objects

For an overview of setting up Path in Salesforce, see Guide Users with Path. The Path component is intended for a wide-column layout. Add it to columns that are at least 50% wide, though full columns are best.

Note To make paths available on mobile devices, configure a custom path for mobile. In the mobile app, Path supports leads and opportunities only.

1. Set up a sales process in your org. If you’re creating a path for service appointments, work orders, or work order line items, you can skip this step.
2. Set up the path in the Setup menu.
   1. From Setup, enter Path in the Quick Find box, then select Path Settings.
   2. Click Enable, and then click New Path to create a path.
3. Create object pages in Experience Builder (for any object that supports Path).
4. Drag the Path component onto the detail page that you’re configuring.

Example Sample Path component: