Configure Path Settings for Sales Agreements

Help Intelligent Sales users visualize the status of a sales agreement, so they can plan accordingly.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences

User Permissions Needed
To configure the component:	Customize Application

From Setup, in the Quick Find box, enter Path Settings, and then select Path Settings.
Click New Path.
Add the following details:
1. Add a path name. The API Reference name is autopopulated. Keep it as is.
2. For Object, select Sales Agreement.
3. For Record Type, Master is autopopulated. Keep it as is.
4. For Picklist, select Status.
5. Click Next, Next, and then activate your path.
6. Click Finish.
Add the Path to the Sales Agreement record page.
1. From the App Launcher, find and select Sales Agreements.
2. Select a record and edit the record page.
3. Select the standard Path component and drag it to an editable part of the page.
  In the properties pane, the path you created is auto-selected.
4. Select Save, and then click Activate.
5. Select Assign as Org Default.
6. In form factor, select Desktop and Phone.
7. Click Next and then click Save.

Health Cloud Administration