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.