Loading
Salesforce now sends email only from verified domains. Read More
Sales Basics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Considerations and Guidelines for Creating Paths on Leads, Opportunities, and Accounts

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            Considerations and Guidelines for Creating Paths on Leads, Opportunities, and Accounts

            Review these considerations and guidelines for paths on the Lead, Opportunity, and Account objects.

            Required Editions

            Available in: Lightning Experience
            Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

            Lead Paths

            • If you create a path for leads, we recommend making Unqualified status the first step.

            Opportunity Stage Durations in Paths and Reports

            • To create an Opportunity History report that mirrors the path, group by From Stage and filter by Stage Change.
            • Opportunity stage durations aren’t shown in paths in Experience Cloud sites.
            • Opportunity stage durations are displayed differently in paths and reports.
              • In paths, durations are rounded up to the nearest day. A duration of a minute is displayed as 1 day.
              • In reports, durations aren’t rounded up. A duration of less than 24 hours is displayed as 0 days.
            • Opportunity stage durations are totaled differently in paths and reports.
              • In paths, the stage duration is the number of days that the opportunity spends in a stage.
              • In reports, the stage duration is the number of days from the time that the opportunity entered the stage to the time it’s moved to the next stage.
            Example
            Example

            An opportunity is moved into the Proposal stage, stays there for 2 days, and then moves down the path into the Negotiation stage. Later, the opportunity is moved back into the Proposal stage and stays there for 3 days, where it currently remains.

            In Paths, both times that the opportunity is in the Proposal stage are totaled, for a stage duration of 5 days.

            In reports, although the opportunity is back in the Proposal stage, the stage duration shows only the stage duration between the first two stages, which is 2 days.

            Business Accounts Versus Person Accounts

            • If person accounts are enabled, the account record type selected determines whether a path is for business accounts or person accounts.
             
            Loading
            Salesforce Help | Article