When you start customizing your Record Page in Lightning Experience you have the possibility to use a standard component called Path which guides your users along the steps in a process, such as working an opportunity from a fresh lead to a successfully closed deal.
Path is available for the following Standard and custom objects in Lightning Experience
• Accounts (Business Accounts and Person Accounts)
• Service Appointments
• Work Orders
• Work Order Line Items
• Custom Objects
How to Enable Path
1. In Setup go to User Interface / Path Settings
2. If Path is not enabled, Enable it
How to Create Path
1. Click the “New Path” button and enter basic information
2. The Path name and API name -> choose Object (that the path is based on) -> Record Type -> Picklist that the path is based on
3. click in next (Bottom Right Side)
4. you will set for each stages the fields (up to 5) displayed and the text guidance for Success (limited to 1000 characters)
5. Last creation step, you can activate an animation to celebrate when a stage is reached
6. You can also activate the Path from here.
7. Your Path is now created and activated.
8. The last thing to do is to add the Path component to the Record lightning page (if it is not already present).
9. You can now enjoy your work by visualizing it on a record.
Mira Shah is 2X Salesforce Certified / Platform Champion / 2X Salesforce Ranger / 7X Superbadge / Answer Leader on Salesforce community / Downunder Dreaming Speaker (Brisbane Edition)
She is a active blogger and founder of Miraforce.