Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Welkin's Customizable Path - Smartly guide your users through business processes
Bring your Sales, Support, HR, or any other path to the next level!
Overview
Allows businesses to enjoy a new level of features in a Path functionality and visualization - restricting status changes, adding conditionally-required fields to transitions, highlighting allowed statuses, and so much more. With little effort and cost.
See How Welkin's Customizable Path - Smartly guide your users through business processes Works
Get rid of validation rules around your "Status" fields - 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.
Forget about important data missed or not filled by your users - mark fields as required to complete a certain status change as easy as ticking a checkbox, and show as many Key Fields to your users.
... and even more handy features to improve your Path experience like conditionally-shown key fields, 2-step transitions, reusable transition screens, etc. All of this - without a single line of code and without any complicated configurations!
Would you like to give your users better visibility of allowed status transitions? Or forbid certain transitions based on profiles? Or would you like to show them more than 5 key fields? Or, maybe, you’d like to show key fields based on both source and target statuses? 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
Categories
- Business Needs
- Productivity
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged Package