Is there a way to set up Linear/Non-Linear setting for a Sales Path on an Experience Page? I only see a recordid setting for the Component there.
Hey Michael,
Kindly check the links below for non-linear paths.
https://help.salesforce.com/articleView?id=sf.rss_sales_path.htm&type=5
Hope this helps
Thanks
Piyush
Hi,
We have a lookup field on the layout and within the path. On the layout works properly and I can see the results from the lookup (in my case are contacts)but I've noticed that isn't working within the path?
Anyone knows if there is an issue with that 🤔?
Hope you can assist me.
Thanks in advance.
Ben.
#Sales Path #Path SettingsHi,
When I click the 'Path Settings' in Setup, I get the following error msg. This happens in sandbox (not in production and not in sandboxes for other instances). Any ideas? thanks.
"This page has an error. You might just need to refresh it. Error in $A.getCallback() [An internal server error has occurred Error ID: 286737296-79949 (2080393518)] Callback failed: aura://ComponentController/ACTION$getComponent Callback failed: aura://ComponentController/ACTION$getComponent Failing descriptor: {ltng:outAppUnstyled}"
No, I still have the issue but it's a sandbox presently not used. I think a refresh might fix it, but that wouldn't solve your problem in production. Your best option is to log a case with Salesforce. Good if you could post the outcome here.
Hi. #Path Settings
I want to set the same Lightning component path for the partner1 record type and the partner2 record type which I made on Account object. I added the path from the edit page, but it doesn't appear on the partner2 page. (The path is displayed when I create a record with partner1 record) Is it possible to set the same path for different record types? I would appreciate it if you could tell me how to solve it.
Thank you.
Hey @Nanako Saito,
Sorry to say but there is no such feature available till now! An idea is already floating on IdeaExchange portal which you can upvote so that the product team can implement it in coming releases based on number of upvotes.
Link to IdeaExchange : https://trailblazer.salesforce.com/ideaView?id=08730000000cKFhAAM
Coming to your problem: You can create a exact same path and assign it to your Partner2 recordtype Also checkout this link :
https://salesforce.stackexchange.com/questions/209493/set-more-than-one-path-to-an-sobject
As per above you can assign the different path to different record types. You cannot add a new path to the same custom object if it has a single record type. Hope this helps you.
Please mark this answer as best so that others facing the same issue will find this information useful.
Thanks :)
I am working on the recruitment App and made a recruiter profile and assigned it to another user. Next, I added a path in the custom object Job Application page from the admin profile. But when I open it from recruiter login this path is not shown on the page. How to solve this problem kindly help. (Fig 1: Image from Admin Profile Page, Fig 2: Image from Recruiter Profile)
#Profile Permissions #Profiles #Sales Path #Path Settings
Fig 1
Fig 2
Hi Daipayan,
Are you using record types by any chance? If yes, could you please try giving access of record type for which path has been created to Recruiter profile?
Hope this helps!
Can any one help me in path settings on Lightning record page ? I created new path for opp object but it is not previewed in my lightning record page
📢 How To: Sales Cloud: Improve Efficiencies with Key Lightning Features 📢
Date/Time: Tuesday, May 25, 11:00 AM - 12:15 PM PT
Format: Virtual, Listen-Only Webinar
Hosts: Elizabeth Farrellee and Erin Schultheis
REGISTER HERE: https://cs.salesforce.com/events/7013y000002NipPAAS
This engagement will help you make the most of the Sales Cloud Lightning features, and also help you identify which ones best suit your business needs. The hosts will educate customers on the key Lightning features available in Sales Cloud, which includes: Utility Items, Themes and Branding, Path, customizing Record Pages, Console Apps and more!
This webinar is ideal for customers who would like to understand what some of the most valuable Lightning features are in Sales Cloud that can help their sales reps be more productive.
Hi
Can anyone tell me that under 'Path Settings' when we select multiple fields for multiple stages on opp object and write the message under 'Guidance for Success', what does it do. Thanks.
Hi
Can anyone tell me that under 'Path Settings' when we select multiple fields for multiple stages on opp object and write the message under 'Guidance for Success', what does it do. Thanks.
