What Is Path Assistant Salesforce To enable users to track the progress of an engagement interaction visually configure a path assistant From Setup in the Quick Find box enter Path Set
PathAssistant Represents a Path Available in Tooling API version 36 0 and later Where possible we changed noninclusive terms to align with our company value of Equality Because changing terms in our code can break current implementations we maintained this object s name Important Path is supported on Lightning record pages in the new Salesforce mobile app Enable Path To start creating paths first enable Path in Setup 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 Configure the Last
What Is Path Assistant Salesforce
What Is Path Assistant Salesforce
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You all have heard or seen Path Assistant in Lightning Experience Let s recap it What does path do OK Path guides your users along the steps in a process such as working an opportunity from a fresh lead to a successfully closed deal Salesforce Path visualizes a record s progress through a process in a chevron diagram plus key fields and guidance for what should be completed at each stage Path is a Lightning component that can be placed on Opportunities Leads Campaigns Contracts Orders and even custom objects If your org uses record types adding Path is an
Learn how to setup Path for Salesforce Lightning Experience Get best practice advice and recommnedations on how to use this feature in your org To make the path assistant available to users add the Path component to the engagement interaction record page From Setup in the Quick Find box enter Lightning App Builder and then select Lightning App Builder Edit the record page for Engagement Interaction Drag the Path component to the desired area in the page editor Save and activate
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Comprehensive Guide on Creating a Service Path in Salesforce Let us take an example in Service Cloud Path Assistant can be a valuable tool to streamline case management processes ensuring that your support team follows consistent steps to resolve customer issues Here s a step by step guide to setting up Path Assistant for the Case object in Salesforce Lightning Experience So salesforce has this awesome Path component which I have created to display the stages of the opportunity I was trying to check if there is is a way to get the path metadata in apex
I m trying to deploy custom Path using ANT I have deployed the pathAssistant and the flexipage metadata but the Path is still not visible in setup nor on page layout I can see that pathAssistant metadata are actually not moved to next sandbox for some reason Any suggestions deployment Background Path component got deleted from record page in sandbox and maybe just plain deleted as well Hoping to I could refresh the sandbox after backing up a few things but I d like to understand what is happening here After all I might have to move a record page and path to production some day change set
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What Is Path Assistant Salesforce - You all have heard or seen Path Assistant in Lightning Experience Let s recap it What does path do OK Path guides your users along the steps in a process such as working an opportunity from a fresh lead to a successfully closed deal