Can you put a formula field in Guidance for Success? Not the Key fields section. I want Guidance for Success to change dynamically based on a picklist value? Is there a way around it, if it is not possible?

1 Answer 1


I don't think you can able to build/Create a path based on any specific field. Since path settings are used for provide the specific stage value with required fields (with Guidance of success description)

Ref : https://trailhead.salesforce.com/en/content/learn/modules/sales_admin_optimize_salesforce_for_selling/sales_admin_optimize_for_selling_unit_1

But you can add a Validation rule to specify the stage values only occur for their specific piclist value ( from your custom piclist field)

Or You can use use any automation like flow to update the Stage field based on the piclist field value (on after update)

Please let me know if it helps.

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