Welkin's Customizable Path logo

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

Welkin's Customizable Path screenshot 1

Image 1 of 9

Pricing

Paid, from $125 per company per month.

Welkin's Customizable Path plans
PlanPriceBilled
Welkin's Customizable Path - AppExchange Subscription$125 per companyMonthly
Welkin's Customizable Path - AppExchange Subscription$1,250 per companyYearly

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

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