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ADM-201 · Question #327

Users at Universal Containers would like to visually see the sales stages on an Opportunity page. The administrator is configuring Path for Opportunities. Which is an important consideration for…

The correct answer is B. Path can include guidance and key fields for each stage. Path configuration for Opportunities allows administrators to visually display sales stages, including important guidance and key fields relevant to each stage.

Submitted by carter_n· Apr 18, 2026Sales and Marketing Applications

Question

Users at Universal Containers would like to visually see the sales stages on an Opportunity page. The administrator is configuring Path for Opportunities. Which is an important consideration for Path configuration?

Options

  • AThe Owner held can be edited in the Key Fields Panel.
  • BPath can include guidance and key fields for each stage.
  • CKanban views for Path must be configured manually.
  • DCelebrations are unable to be added to a Path.

How the community answered

(38 responses)
  • A
    3% (1)
  • B
    89% (34)
  • C
    3% (1)
  • D
    5% (2)

Why each option

Path configuration for Opportunities allows administrators to visually display sales stages, including important guidance and key fields relevant to each stage.

AThe Owner held can be edited in the Key Fields Panel.

The Owner field is typically a standard field that cannot be edited directly within the Path Key Fields panel, as it represents the record's owner, not a field specific to the stage.

BPath can include guidance and key fields for each stage.Correct

Salesforce Path is designed to guide users through steps in a process, such as sales stages, by providing customizable guidance for success and key fields that users need to complete at each stage.

CKanban views for Path must be configured manually.

Kanban views are automatically generated based on the Path's picklist field (e.g., Stage for Opportunities) and do not require manual configuration separate from the Path setup.

DCelebrations are unable to be added to a Path.

Celebrations, like confetti, can be added to Path to visually acknowledge when a user reaches a specific stage, enhancing user engagement.

Concept tested: Salesforce Path configuration and features

Source: https://help.salesforce.com/s/articleView?id=sf.path_guidance_for_success.htm&type=5

Topics

#Path#Opportunity Sales Process#Key Fields#Guidance for Success

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