Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Get Guidance on Your Company’s Processes in Kanban Views
Where: This change applies to Lightning Experience in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.
Why: Reps stay aligned with your company’s sales processes while they track and update data on their deals. They can open and close the details panel by clicking (1). When a rep selects a card, the panel shows the first four compact layout fields (2) plus available key fields and guidance (3). The panel shows key fields and guidance when they’re configured for a path for the same object, record type, and picklist as the kanban view. Reps can edit a record’s key fields inline, without leaving the kanban view.
How: In Setup, use the Quick Find box to find Path Settings. Enable Path and create a path, or edit one. In step 2 of creating a path, for each step in your sales process, select key fields and provide success guidance for your sales processes.