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            Guide Users with Path

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            Guide Users with Path

            Boost productivity and help reps gather complete data. Create paths to guide your users through steps of a business process, such as working an opportunity from a fresh lead to a successfully closed deal. At each step of a path, you can highlight key fields and include customized guidance for success.

            Required Editions

            Available in: Lightning Experience
            Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To administer Path:

            Modify All Data

            OR

            Customize Application

            Path is available for the following objects:

            • Accounts (business accounts and person accounts)
            • Assets
            • Campaigns
            • Cases
            • Contacts
            • Contracts
            • Fulfillment order
            • Leads
            • Opportunities
            • Orders
            • Product service campaigns
            • Product service campaign items
            • Quotes
            • Service appointments
            • Service contracts
            • Work orders
            • Work order line items
            • Custom objects

            Path is supported on Lightning record pages in the Salesforce mobile app.

            1. Enable Path
              To start creating paths, first enable Path in Setup.
            2. Create a Path
              Create one path for each available combination of object, picklist, and record type for supported objects. And help your teams celebrate their successes by tossing virtual confetti when reps reach designated path steps.
            3. Finalize the Path
              Choose the final path step, following the order of the picklist values that the path is based on. Then, add the path to the related record pages.
            4. Considerations and Guidelines for Creating Paths
              Before creating paths for your users, review the considerations and guidelines for paths.
            5. 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.

            See Also

             
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