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Nicole Wolf ha fatto una domanda in #Sales Cloud

I updated the name of my Lead statuses in Salesforce but the Path button on my Lightning page still says the old title.  I see the name change in the Path settings and in the field on the page layout. How can I update the Path button to have the updated status name?

 

#Sales Cloud  #Sales Path

1 risposta
  1. Zack Terry (Fast Slow Motion) Forum Ambassador
    15 feb 2024, 16:06

    Hi @Nicole Wolf

     

    The "Converted" status in the path is a generic value, and will allow the user to select from any Status values that are set to "Converted" on the backend - so a user must first click "Converted" and then select which converted Stage to set the record to. 

     

    You can vote for the ability to customize this here: https://ideas.salesforce.com/s/idea/a0B8W00000GdkBXUAZ/set-sales-path-to-stage-name-instead-of-converted

     

    Additional documentation: https://help.salesforce.com/s/articleView?id=000382230&language=en_US&type=1

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