Hi,
We would like to use Sales Path in Lightning but due to a limitation we cannot use the standard feature. It has been suggested that we use a screen flow called from process builder to capture the required closed opportunity data.
However, it's is unclear to me if we can launch a screen flow from process builder..
Does anyone have experience with this?
Thank you!
Cheryl
8 comentarios
@Cheryl Snowdon no, the two features require separate configuration. you would have to setup Kanban under it's owns settings in Kanban View.