Salesforce Platform · Lightning App Builder28 tasks
Configure Sales Path Guidance
You get Sales Path stages on a record, usually Opportunity, with the key fields and guidance for success that reps see at each stage. Related setup such as record types, stage values and stage validation rules is included.
Method
How MeshMesh does it
- Updates an Opportunity Path stage to show the key fields reps need at that stage.
- Adds a validation rule that blocks stage progression while those fields are empty.
- Deploys the changes to the org and checks that the path shows the right fields and the rule fires.
- Restores missing guidance for success by bulk-updating opportunities to the record type the Path is set up for.
- Builds Path assistants with phase-specific field groups, along with related setup such as stage values and supporting fields.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
Features
Lightning App Builder