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