Welkin's Customizable Path Reviews & Product Details

Welkin's Customizable Path Overview

What is Welkin's Customizable Path?

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

Welkin's Customizable Path Details

Discussions

Welkin's Customizable Path Community

Languages Supported

English

Show LessShow More

Product Description

What is Welkin's Customizable Path? We’re sure that you’ve used Salesforce’s Path component on various record pages, starting from Leads and Opportunities and up to your custom objects with certain flows that users should follow. And the more you use it, the more you want from it - there are so many improvements for it that all of us keep in mind that we’ve decided to get all of them done :) So, in short, Welkin’s Customizable Path is a significantly more powerful replacement for a standard Salesforce Path while remaining simple to configure and manage without any code! If you’re the one who prefers to try yourself instead of reading - just check out the demo on AppExchange, but we will anyway describe all the cool perks in this article.

Seller Details

Seller

The Welkin Suite

Year Founded

2014

HQ Location

N/A

Twitter

@TheWelkinSuite
6,964 Twitter followers

LinkedIn® Page

www.linkedin.com
5 employees on LinkedIn®

RN

Overview Provided by:

Rustam Nurgudin

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

Welkin's Customizable Path Pricing

See all 3 Welkin's Customizable Path pricing levels

This seller hasn't added their security information yet. Let them know that you'd like them to add it.

0 people requested security 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...