---
schema_version: "1"
id: e15814d36ff9cfc0ee76d679bc9004bd963ab6e58a8f96dab543cc689cab3807
title: Configure a Path Assistant on Engagement Interactions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/configure_a_path_assistant_on_engagement_interactions.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.configure_a_path_assistant_on_engagement_interactions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9a4b852b61eb29f14695b09d0d25bf2eab6f805f46e97c8aa4b88081852d69f7
description: To enable users to track the progress of an engagement interaction visually, configure a path assistant.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Configure a Path Assistant on Engagement Interactions

To enable users to track the progress of an engagement interaction visually, configure a path assistant.

1. From Setup, in the Quick Find box, enter Path Settings, then select **Path Settings**.
2. Click **Enable**.
3. Click **New Path**.
4. Enter a path name.
    
    The API reference name is automatically populated with the string entered in Path Name.
5. Select **Engagement Interaction** as the object.
6. Select the record type.
    
    If there aren’t any custom record types, **Master** is selected by default.
7. Select the picklist that the path assistant uses.
    
    For example, select Status. Steps for each path are based on picklist values that you select.
8. Click **Next**.
9. Select the fields that you want your users to see. Then, provide guidance for each step in the path. The Status field in the Engagement Interaction object is dynamic with the default picklist values New, In Progress, and Completed. These values are selected by default in the path.
10. Click **Next** and activate the path.
11. To display a celebratory animation when users complete the path, enable celebrations.
12. Click **Finish**. You’ll be redirected to the Path Settings home page.