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Custom paths on for Salesforce Opportunities & record types

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Resident

Custom paths on for Salesforce Opportunities & record types

Happy Friday!

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 :)

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Re: Custom paths on for Salesforce Opportunities & record types

Hi @Joao Oliveira 

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:

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