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            Path Settings for Financial Deals

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            1. Salesforce Help
            2. Docs
            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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