Path and Kanban for sales stages
Key Takeaway
A path turns a picklist's values into steps on a record, and each object can have one path per record type. The key fields, Guidance for Success, and confetti celebrations you set on a path also appear in kanban views for the same object, record type, and picklist.
Path and Kanban are two Lightning Experience tools that help sales reps see records and move them through a sales process. Path shows the steps of a process on a record and gives reps key fields and coaching at each step. Kanban turns a list view into columns of cards, so reps can see their pipeline and drag records from one stage to the next.
Where Path and Kanban are available
Path and Kanban are available in Lightning Experience in these editions:
- Essentials
- Group
- Professional
- Enterprise
- Performance
- Unlimited
- Developer