FAQs

You've got questions, we've got answers.

Dana Fallon avatar Alex King avatar Trey Doig avatar +2
12 articles in this collection
Written by Dana Fallon, Alex King, Trey Doig and 2 others

How can I easily view or edit Salesforce objects that are included in my metric results?

Navigate directly to Salesforce from the query results preview.
Dana Fallon avatar
Written by Dana Fallon
Updated over a week ago

How often does my data refresh in Pathlight?

Paths with API connections automatically pull in new data every hour, but you can sync as frequently as your team needs.
Alex King avatar
Written by Alex King
Updated over a week ago

How do I configure custom goals for different individuals on my team?

You can set custom goals at the org, team, or individual level.
Trey Doig avatar
Written by Trey Doig
Updated over a week ago

What are the morning emails I'm receiving from Pathlight?

Pathlight sends you morning emails to give you an actionable snapshot of your performance.
Paul Harper avatar
Written by Paul Harper
Updated over a week ago

What is the Natural Language Summary?

Know exactly what's going on in a glance using this semantic description of your team's performance.
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated over a week ago

How do I control visibility and access permissions?

Privacy and visibility settings, explained.
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated over a week ago

How are Health Scores calculated?

It's not magic. It's math (and Priority Levels).
Alex King avatar
Written by Alex King
Updated this week

How do I use Vacation Hold?

If someone on your team is out of office, use Vacation Hold to keep your data accurate.
Dana Fallon avatar
Written by Dana Fallon
Updated this week

What is a Muted Path?

Muting a Path turns it into a typical report - data will sync and be assessed against targets, but you will not receive alerts about it.
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated over a week ago

How do I use Pathlight for a 1:1?

Pathlight is really useful for your 1:1s, because it's a repository of all your most important manager information and insights.
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated over a week ago

How does my team see my coaching?

Make sure your messages reach your employees when you want them to.
Trey Doig avatar
Written by Trey Doig
Updated over a week ago

How do I enable automatic alerts?

Automatic alerts let you automate the tedious parts of your job as a manager and celebrate wins with the team.
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated over a week ago