Welkin's Customizable Path brings your Sales, Support, HR, or any other Salesforce path to the next level!
Here’s the list of all customizations that you can apply with Welkin’s Path:
✔️ Available for all standard & custom objects and for any picklist field in that objects
✔️ Rename statuses in the Path without changing picklist labels
✔️ Define statuses as “Happy Path” elements and not ”Happy Path” ones
✔️ Restrict or allow certain status changes for certain profiles and/or roles
✔️ Visualize allowed transitions from the current status
✔️ Define sets of fields (screens) to be shown to users and reuse them
✔️ Configure as many “Key fields” for each status as needed
✔️ Configure the “Transition Prerequisites” screen for any status change depending on the source & target statuses
✔️ Configure the “Post-Transition Screen” screen for any status change depending on the source & target statuses
✔️ Add “Guidance” to any screen
✔️ Add dynamics to the UI with conditions if a field should appear on a screen
For more info, please visit:
https://insights.welkinsuite.com/customizable-path-for-salesforce