Custom paths on for Salesforce Opportunities & record types
Is it possible to set up custom paths on for Salesforce Opportunities based on record types?
We'd like to have paths for New and Expansion business and have files landing on the right subfolder under Opportunities. I am having some troubles so if anyone has an example to share, I'd be super grateful :)
Thanks for reaching out to the community. You can use the formula text field on the SF object you want to create a custom path for:
Access Setup > Customize > <Object name (i.e. Accounts)> > Fields. Click “New” from “<Object name> Custom Fields and Relationships”. Select “Formula” as Data Type and click Next. Enter “Egnyte Custom Path” in Field label. Select “Text” as Formula Return Type. Enter the custom path (i.e. “MyFolder”) and click Next. Click Next to move to the next page and “Add Field”. Click Save.