You configure Path entirely from Setup. Enable it once for the org, then build one Path per object and record type, adding key fields, guidance, and optional celebrations to each step.
- Open Path Settings and enable Path
In Setup, type Path Settings in Quick Find and open it. Click Enable, optionally turn on celebrations at the org level, then click Finish to reach the Path Settings home page.
- Create a new Path
Click New Path. Give it a name and an API name, then choose the object, the record type, and the picklist whose values will become the steps of the progress bar.
- Add key fields and guidance to each step
Select a step, add up to five key fields that should surface for it, and enter up to 1,000 characters of guidance for success. Repeat for every step that needs content.
- Configure celebrations
Toggle Enable Celebrations, move the picklist values you want to reward into the Selected for Celebration list, and choose a frequency such as Always so the confetti fires when a record reaches that value.
- Activate and add Path to the page
Set the Path to Active. Then open the record page in the Lightning App Builder and drop the Path component near the top so users see the progress bar when they open a record.
The object the Path runs on, such as Opportunity, Lead, Case, or a custom object that has a status-style picklist.
The record type the Path applies to. Each object allows one Path per record type, so pick the one whose users you are guiding.
The picklist whose values become the ordered steps. Usually the standard status field, like Stage on Opportunity or Status on Lead.
Up to five fields shown inline under the bar for the selected step, so critical data is editable without leaving the Path.
Up to 1,000 characters of tips, reminders, or links shown for the selected step to tell reps what that stage needs.
The picklist values that trigger the confetti animation and how often it plays, set per Path through Enable Celebrations.
- Path renders only when the user can view the record, its record type, and every field used, so a hidden key field can blank the whole Path for that profile.
- Celebrations will not fire on a value whose API name contains a comma, and they never fire on the Lead status Converted.
- Deleting a record type deletes the Path attached to it, and renaming or reordering the underlying picklist values changes the steps.
- Path is Lightning Experience and mobile only. Users still in Salesforce Classic see nothing, so confirm the org has moved off Classic first.