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            Configure Path Settings for Sales Agreements

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            Configure Path Settings for Sales Agreements

            Help Intelligent Sales users visualize the status of a sales agreement, so they can plan accordingly.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
            User Permissions Needed
            To configure the component: Customize Application
            1. From Setup, in the Quick Find box, enter Path Settings, and then select Path Settings.
            2. Click New Path.
            3. Add the following details:
              1. Add a path name. The API Reference name is autopopulated. Keep it as is.
              2. For Object, select Sales Agreement.
              3. For Record Type, Master is autopopulated. Keep it as is.
              4. For Picklist, select Status.
              5. Click Next, Next, and then activate your path.
              6. Click Finish.
            4. Add the Path to the Sales Agreement record page.
              1. From the App Launcher, find and select Sales Agreements.
              2. Select a record and edit the record page.
              3. Select the standard Path component and drag it to an editable part of the page.
                In the properties pane, the path you created is auto-selected.
              4. Select Save, and then click Activate.
              5. Select Assign as Org Default.
              6. In form factor, select Desktop and Phone.
              7. Click Next and then click Save.
             
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