Path for Quotes and Custom Objects

Help your users move faster through your business process by adding Path to your quotes and custom objects. This change applies to Lightning Experience only.

Visually display the steps in a process, highlight key fields, and provide guidance such as handy links, policy information, and tips to users at each step.

When setting up a path, choose which of the object’s picklists steps in the path are based on. For example, if you’re creating a path for a custom object called Build Out with picklist fields Percent Complete and Build Stage, choose which field to base your path on. After activating the path, add it to page layout.