Get Guidance on Your Company’s Processes in Kanban Views

Your users can now benefit from the same tips and expertise whether they use paths or a kanban view to work deals. When you use a path to specify key fields and guidance for a sales process or a project, corresponding kanban views now surface that information, too.

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 Show or hide the details panel (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.Kanban view of all opportunities with a card selected and the details panel open

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.