Lightning Experience gives you the option to use a standard component called Path when modifying your Record Page. Path helps your users follow a process, such as working an opportunity from a new lead all the way to an effectively executed contract.
What Is Salesforce Path?
Salesforce Path is a tool that shows people where they want to go and how to get there. The Path is only available in Salesforce Lightning, and it comprises five important fields and a Success Guidance for each Path level. These tools will help users succeed.
How To Setup A Path In Salesforce
Step 1:Create a New Record Type in your database.
It’s simple to create a new record type on the object, and it will have its own sales procedure. These choices are vital because the Path utilizes them as waypoints, which might cause issues if the Path has no Record Type or Process.
Create Record Types In Salesforce
1.Go to Setup >> Configuration. In the Quick Find box, type “process” >> Choose the procedure you want to develop.
2. Press the New button.
3. Navigate to Setup > pick the Object Manager tab > input the object name you want to create the record type for in the Quick Find box and select your object.
4. Create a Record Type.
5.Select an Existing Record Type > give the record type a name > then choose a Sales Process > If you like, you may write a description > Check the Active box to make it active > Select all Profiles that will be allowed to utilize this record type and determine whether or not it should be the Default > To proceed, click Next.
6. Choose the Page Layout you want to use for this record type. You may assign several layouts to each profile or a single layout to all.
7. Create a new page layout and assign it at a later time. To finish, press the Save button.
8.These Record Types may be used to establish various Lightning Paths for your business operations or to limit and regulate what specific profiles can view.
Step 2: Enable the Path
Setup has a Quick Find box. Enter “Path” to discover it. This demonstrates Path Settings. After Path, choose Enable. You may save a user’s path preferences. If unchecked, the Path’s details are hidden on load. Then pick New Path.
Step 3: Create the Path
You have to submit all necessary information for the Path to be created. Add a name, choose the item the Path will be applied to, select the Record Type you created, and select the Picklist from the Record Type. How it works: Choose “Next” at the bottom right.
Step 4: Choose Key Fields
Select up to five essential fields for each step and provide any helpful instructions (1,000 characters). This is where you’ll do it all.
You may exchange files in Salesforce using the Guidance for Success section. This may be beneficial if a document has to be shared with a prospect or customer.
In the bottom right, select “next.”
Create Or Edit Key fields Using Sales Path In Salesforce
Enable Sales Path using the Salesforce Classic interface
1. Click on Setup | Customize | Path | Path Settings | Click Enable
2. Click on Setup | Customize | Path | Path Settings
3. Click New Path or Edit next to the existing Path Name to customize
4. Click Next
5. Click Add/Update Fields
6. Drag and drop the Key Fields you want to include or exclude (up to 5) in the Selected picklist field and Save
7. Click Next
8. Click Finish
Enable Sales Path using the Lightning Experience interface:
1. Click on the Gear icon then Setup | User Interface | Path Settings | Click Enable
2. Click on the Gear icon then Setup | User Interface | Path Settings
3. Click New Path or Edit next to the existing Path Name to customize
4. Click Next
5. Click Add/Update Fields
6. Drag and drop the Key Fields you want to include or exclude (up to 5) in the Selected picklist field and Save
7. Click Next
8. Click Finish
Step 5: Activate the Path to Success
Choose whether or not to conclude each level with a delightful confetti animation and whether or not to begin your Path.
Step 6: Additional Salesforce Paths should be created. (optional)
You can make as many paths as you think will be helpful to people who follow them.
What May Be Included In The Path Configuration Accounts
- Campaigns
- Custom Objects
- Contacts
- Contracts
- Cases
- Leads
- Opportunities
- Orders
- Quotes
- Service Appointments
- Work Orders
- Work Order Line Items
“Salesforce plans to expand the number of important fields in the future.”
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How To Enable Celebrations
When you’re done setting up Path, you can “turn on” a switch. Even though updating Salesforce is usually done alone, this is a nice touch!
How To Add Salesforce Path To A Page Layout
- To change a record page, click the cog icon at the top of the screen. This starts configuring the Lightning record page.
- In the components menu, look for “Path.” Then, look for the component and drag it to the top of the page
- Click “Save.”
When To Use Salesforce Path
- The people who use your site will better understand what you want them to do because they’ll be able to see key fields.
- Users are taught about system changes in a low-touch way by the admin. Plus, finding out how things work by doing something is better learning.
- Onboarding new users significantly if your company is growing quickly or there are many turnovers.
Tips For Salesforce Guidance
- Include mandatory and Validation Rule fields.
- You may only select five fields, so pick wisely!
- Concise best practices. Link to extra information if needed.
- When Path is enabled in the Kanban view, the key fields and guidance appear on the Kanban board cards.
- Hovering over the record shows how long it was in that stage.
- Guidance can lead to surveys.
Conclusion
We hope this post help you understand all about setting path in Salesforce. If you ever need to hire professional salesforce developers then get in touch with us. We are a Salesforce development company providing Salesforce CRM solutions to clients worldwide.
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