CRT-101 · Question #216
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 D. Path can include guidance and key fields for each stage. When configuring Path in Salesforce, an important capability is that each stage can include guidance for success text and key fields to help users take the right actions.
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
- AKanban views for Path must be configured manually.
- BThe Owner field can be edited in the key fields Panel.
- CCelebrations are unable to be added to a path.
- DPath can include guidance and key fields for each stage.
How the community answered
(37 responses)- A8% (3)
- B3% (1)
- C3% (1)
- D86% (32)
Why each option
When configuring Path in Salesforce, an important capability is that each stage can include guidance for success text and key fields to help users take the right actions.
Kanban views are a separate record view feature and are not required to be configured manually as a prerequisite or component of Path setup.
The Owner field is a system field that cannot be added to or edited within the Key Fields panel of a Path configuration.
Celebrations such as confetti animations can be enabled in Path configuration for designated stages to acknowledge milestones.
Path allows administrators to configure key fields and guidance for success text for each stage or step, giving users contextual information and highlighting the most important fields to complete as they progress through the process.
Concept tested: Salesforce Path configuration key fields and guidance
Source: https://help.salesforce.com/s/articleView?id=sf.path_overview.htm
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