Questions tagged [salespath]
The salespath tag has no usage guidance.
14 questions
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How to Edit Path Permissions
I am attempting to limit/expand who can view a certain path created for our opportunity, whenever someone doesn't have permission to view one, this error pops up:
Does anyone know how to fix this, as ...
- 21
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What endpoint path should I use to get the session ID for Salesforce Classic?
I'm working on a project where I need to obtain the session ID (sid) for Salesforce Classic. In my automation tests, I skip the login part by retrieving sid from the /one/one.app endpoint path and ...
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Which standard Salesforce objects are supported for Path settings?
In my Salesforce Org I want to setup a Path for a Shipment standard Salesforce object. However in Setup > User interface > Path settings I cannot setup a path for Shipment objects - the object ...
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What are the events triggered by the standard Opportunity Sales Path?
I want to build some functionality that will notify the user once they click on any stage in the standard sales path on the opportunity layout but before record save. What are the events which I can ...
- 335
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How do you change Sales path color in Experience (SF Community)?
I'm trying to change below standard salesforce color to match brand colors than native Salesforce colours (e.g. Wanting to have a different color to replace green here). I tried changing custom css ...
- 2,549
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Can we rename the "Edit dependency "Label in opportunity for closed stage?
[Edit Dependency popup] Can we have an alternate approach for this question?
The requirement is to change the label of the standard "Edit dependency" popup which get displayed when we click ...
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5k
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Set default value to Opportunity Stage filed in 'Edit Dependencies' popup
I have opportunity record. And when click on 'Mark Stage as Complete' button 'Edit Dependencies' popup comes in lightning opportunity path.
How to set default value to 'Stage' picklist field.
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Refresh User Layout from Apex Trigger
I have an issue where we have fields that a user may need to modify, but when they do we need the quote to be invalidated. I have developed a trigger for this purpose that uses metadata for the ...
- 1,482
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Formula to update a custom field with the number of days at the current opportunity stage
Is it possible to create a formula to update a custom field with the number of days at the current opportunity stage, triggered when the opportunity stage path value is changed?
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Cannot enable confetti on path
Tried with 2 of my trailhead playgrounds and the option is grayed out
Object: Opportunity
Field: Stage
I confirmed I have stage values on a Closed/Won category.
Thoughts?
- 1,225
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Can I create custom paths for lead or opportunity number/conversions according to lead source?
I wanted to create a guided path in sales cloud for leads & opportunity. This path should be different for leads/opportunities from a different source.
For example - I want to create a separate ...
- 556
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can't Set Path for Custom Object
I have created a new custom Object and when i try to create a path for this Object using Path Setting.I can't find this Object.
the place where i put the Path
in the List of Object i can't find my ...
- 23
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214
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Refresh Lead Status (Path) in APEX
I currently have a flow, which calls an apex class on completion.
This class changes my Status/Path of the lead.
I want to refresh the path (lighting component), when my flow finishes or when the ...
user64707
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Displaying number of days associated with a picklist value of a picklist field configured on Salespath on Opportunity
we use standard Stage field in salespath, when you hover over the path stage you see how long the opportunity has been in this stage.
My problem is I do not see this function for SalesPath path ...
- 15.6k