---
schema_version: "1"
id: d49d0bdddf5790048aaf6bad5d5696163f92817d5a2162a95754680107acf857
title: Guide Users with Path
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/path_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.path_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 20727aabebabc421a94e43a01577d29663509d21baeaadf49b9ae249eb8c2b7e
description: Boost productivity and help reps gather complete data. Create paths to guide your users through steps of a business process, such as working an opportunity from a fresh lead to a successfully closed deal. At each step of a path, you can highlight key fields and include customized guidance for success.
products:
  - Sales Cloud
release: "264"
---
# Guide Users with Path

Boost productivity and help reps gather complete data. Create paths to guide your users through steps of a business process, such as working an opportunity from a fresh lead to a successfully closed deal. At each step of a path, you can highlight key fields and include customized guidance for success.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d55548e82">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d55548e82 ">To administer Path:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d55548e82 ">
              <p>Modify All Data</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

          </tr>
        </tbody>
      </table>

Path is available for the following objects:

- Accounts (business accounts and person accounts)
- Assets
- Campaigns
- Cases
- Contacts
- Contracts
- Fulfillment order
- Leads
- Opportunities
- Orders
- Product service campaigns
- Product service campaign items
- Quotes
- Service appointments
- Service contracts
- Work orders
- Work order line items
- Custom objects

Path is supported on Lightning record pages in the Salesforce mobile app.

1. **[Enable Path](https://help.salesforce.com/s/articleView?id=sales.path_enable.htm&release=264.0.0&type=5)**  
    To start creating paths, first enable Path in Setup.
2. **[Create a Path](https://help.salesforce.com/s/articleView?id=sales.path_create.htm&release=264.0.0&type=5)**  
    Create one path for each available combination of object, picklist, and record type for supported objects. And help your teams celebrate their successes by tossing virtual confetti when reps reach designated path steps.
3. **[Finalize the Path](https://help.salesforce.com/s/articleView?id=sales.path_final_status.htm&release=264.0.0&type=5)**  
    Choose the final path step, following the order of the picklist values that the path is based on. Then, add the path to the related record pages.
4. **[Considerations and Guidelines for Creating Paths](https://help.salesforce.com/s/articleView?id=sales.path_considerations.htm&release=264.0.0&type=5)**  
    Before creating paths for your users, review the considerations and guidelines for paths.
5. **[Considerations and Guidelines for Creating Paths on Leads, Opportunities, and Accounts](https://help.salesforce.com/s/articleView?id=sales.path_considerations_leads_opportunities_accounts.htm&release=264.0.0&type=5)**  
    Review these considerations and guidelines for paths on the Lead, Opportunity, and Account objects.

#### See Also

- [Enable Path](https://help.salesforce.com/s/articleView?id=sales.path_enable.htm&release=264.0.0&type=5 "To start creating paths, first enable Path in Setup.")