Create Path Assistant (Sales Path)
sf_create_path_assistantCreates a Path Assistant for Salesforce object picklist fields via Metadata API. Define stages with guidance text, info titles, and key fields, then activate to guide users.
Instructions
Creates a Path Assistant (Sales Path or Kanban path) for a Salesforce object picklist field via the Metadata API. Define path items for each picklist value with optional guidance text, info titles, and key fields to highlight at each stage. Activate the path to make it visible to users.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| label | Yes | Display label | |
| isActive | No | Whether the path is active | |
| pathName | Yes | Path assistant API name | |
| fieldName | Yes | Picklist field API name, e.g. 'StageName' | |
| pathItems | Yes | Path items for each picklist value | |
| objectName | Yes | Object API name, e.g. 'Opportunity' |