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Dynamic Path - Add to Page Layout

How to add the Dynamic Path to a Salesforce page layout

Yahel Gaver avatar
Written by Yahel Gaver
Updated over 7 months ago

In order to add the Dynamic Path to a Salesforce Object Page Layout:

  1. Open any record of the Salesforce object (e.g., Opportunity, Case, or a Custom Object) where you want to add the Dynamic Path.

  2. Click the ⚙️ gear icon in the top right corner and select "Edit Page" from the dropdown.

This will open the Lightning App Builder for that object’s record page.

  1. In the left-hand component panel, use the search bar at the top. Type in "Sweep".

  2. Drag and drop the Sweep Sales Guidance component into your desired location on the page layout — typically near the top of the page, similar to where standard Path components are placed.

  1. You may remove the Standard Path. Click "Save" in the top right corner. Then click "Back" to return to the record page.

  1. Click “Activate” the page if prompted.

Sweep Dynamic Path in Salesforce:

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