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#Path Configurations0 debatiendo

Hey everyone! I don't know if it's just me, but I find the Path component in Salesforce to be an incredibly helpful UI piece for visualizing processes. (if you're not familiar with path, here's a link

!) 

 

I think Path was originally created for Sales Cloud (somebody correct me if I'm wrong), but it has so many potential applications across every industry imaginable. Right now, Path can only be used with certain objects, which means it can't be used in some places that it would be really helpful. (For us in higher education, we'd like to use it with a Transcript Status field on the PersonEducation object to help us with our transcript intake/processing workflow.) 

 

I have posted an idea on IdeaExchange to make the path component a universal component that can be used with any picklist field on any object instead of being limited to certain objects. If you would find that to be a useful enhancement, consider upvoting my idea! And let me know if there's a way you'd like to use Path that you can't currently do.  

 

Thanks everyone! 

 

https://ideas.salesforce.com/s/idea/a0BHp000016Kt2hMAC/enable-the-path-component-for-all-objects-with-picklist-fields

 

#IdeaExchange  #Path Configurations

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SALESFORCE TIP!

 

Use the Path setting for a great visual representation of where a record is in a lifecycle of stages.

Mix this with guidance for success, and you've got yourself a killer combo for user experience!!

 

https://salesforcecobes.home.blog/2019/11/07/how-to-make-fields-required-at-certain-stages/

 

- Cobes

1 comentario
  1. Coby Press (Black Cloud) Forum Ambassador
    8 nov 2019, 11:48
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Team Dx - I have encountered the following issue while creating a second generation packaging, Details below

Source used: Dreamhouse app from github -  https://github.com/dreamhouseapp/dreamhouse-sfdx

And when i tried to create a package version with the same source, i encountered an error of Metadata unavailability, sfdx force:package:version:create which resulted "These entities are not supported: [PathAssistant]". I was able to successfully create the package version and uninstall it after i removed path configurations from my source.

My question : When will path configuration be available in 2GP ? And what are the other such entities which are not supported by 2GP?(I couldn't find anything in the documentation)

Any help / suggestions would be greatly appreciated.

FYR @Angela McCole 

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Hello Trailblazers,

 

Is there a way to auto-save the standard Lead status field whenever a value is selected in the 'Path section' without clicking on the 'Mark as Current Status' button.

 

#Path Configurations  #Salesforce #Lightning 

1 comentario
  1. 5 ago 2019, 15:21
    No. You either have the click the button or you have to use the stage field to change the stage. The point of being able to click on other stages in the path without automatically changing the stage is so you can view any guidance for success information or key fields for those other stages.
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