Welkin's Customizable Path
Smartly guide your users through business processes
By The Welkin SuiteProductivity
- Rating
- 3.0
- Reviews
- 2
- Pricing
- Paid
- From $125 per company per month
- Listed since
- 2021
About Welkin's Customizable Path
Bring your Sales, Support, HR, or any other path to the next level!
Would you like to give your users better visibility of allowed status transitions? Or forbid certain transitions based on profiles? Or would you like to show them more than 5 key fields? Or, maybe, you’d like to show key fields based on both source and target statuses?
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
Highlights
- Get rid of validation rules around your "Status" fields - 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.
- Forget about important data missed or not filled by your users - mark fields as required to complete a certain status change as easy as ticking a checkbox, and show as many Key Fields to your users.
- ... and even more handy features to improve your Path experience like conditionally-shown key fields, 2-step transitions, reusable transition screens, etc. All of this - without a single line of code and without any complicated configurations!
Screenshots
Image 1 of 9
Pricing
Paid, from $125 per company per month.
| Plan | Price | Billed |
|---|---|---|
| Welkin's Customizable Path - AppExchange Subscription | $125 per company | Monthly |
| Welkin's Customizable Path - AppExchange Subscription | $1,250 per company | Yearly |
The publisher offers discounts.
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on March 4, 2021
- Languages
- English
More Productivity apps
The most reviewed Productivity apps on the AppExchange, to compare before you choose.