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Welkin's Customizable Path Reviews & Product Details

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

Seller

The Welkin Suite

Discussions

Welkin's Customizable Path Community

Languages Supported

English

Overview by

Rustam Nurgudin (Technology executive. Acting as expertise and engineering capacity hub, I help companies reach their full potential.)

Pricing

Pricing provided by Welkin's Customizable Path.

Trial

Free Trial

Monthly Plan

$125.00

Per Month

View More Pricing Information

Welkin's Customizable Path Media

Welkin's Customizable Path Demo - Restrict status changes

Restrict status changes to only relevant Profiles and Roles in just a couple of clicks, so only those who are responsible for a certain status will be able to complete it. Without any validation rules, without issues maintaining restrictions.

Welkin's Customizable Path Demo - Required Fields for Each Transition

Don't ask your users to "not forget to fill a field" when changing status for a record and don't build hundreds of validation rules to force your users. Instead - help your users to fill everything that's needed for any given status transition. You have full control to make any field required ...

Welkin's Customizable Path Demo - Show All Needed Key Fields

Want to save your users' time and show them corresponding key fields for each status and face a strange limitation of just 5 key fields? With Welkin's Customizable Path, you are free to show as many key fields as possible. Even more - you can configure separate screens (or lists of fields) to...