How to create a path in salesforce

• In Salesforce Setup, navigate to: Path Settings → New Path
• Name the Path, select the object, and record type (if applicable). I align the names of my paths [object name – record type name].
• Select the picklist field. Path can be based on any picklist field (the picklist values will display from left to right, following how they are ordered in setup)

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Answer

What is Salesforce path?

What is Salesforce Path? Salesforce Path is a visualization tool, used on objects, to help guide users along a Path to a final destination. Path is only available in Salesforce Lightning. It provides 5 key fields and a Guidance for Success for each section under the Path stages to provide the guidance users will use to succeed.

How to set up path in Salesforce lightning experience?

Path: Set up Path in Salesforce Lightning Experience. 1 1. Design. First think, not click! What outputs do you want to achieve? Odds are you know the problem you want to solve. Consult your stakeholders and … 2 2. Enable. 3 3. Configure. 4 4. Test. 5 5. Deploy. More items

How do I customize my sales paths?

From the Select Page Layout list, select Opportunity Layout. Click Save. You’re off to a good start, but there’s still a little distance to cover. Move on to the next step to customize your sales path. You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

How do I configure sales processes in Salesforce?

Click the setup gear and select Setup. Enter Sales Processes in the Quick Find box, then select Sales Processes. Click Save. Click Remove to move the highlighted options to the Available Values menu. Click Save. Record types determine the business processes, picklist values, and page layouts that are available to you when creating records.

How do I enable path in Salesforce?

In Setup, use the Quick Find box to find Path Settings.Click Enable.To let users decide whether the path remembers its previous state, select Remember User’s Path Preferences. If this option isn’t selected, the path’s details are hidden whenever the page that the path is on loads.

What is a path in Salesforce?

A path gives reps a visual representation of the stages required for working through a sales process. The paths you create for your sales teams can include: Key fields that reps complete before moving to the next stage in the sales process.

How do I create a custom sales path in Salesforce?

Create a Sales ProcessClick the setup gear. … Enter Sales Processes in the Quick Find box, then select Sales Processes.Click New and enter these values: … Click Save.From the Selected Values menu, highlight the following options: … Click Remove to move the highlighted options to the Available Values menu.Click Save.

How do I add a path to a page layout in Salesforce?

How to Add Salesforce Path to a Page LayoutHead to any record page → click the cog icon (top of the screen) → Edit Page. … Search for “Path” in the components menu, then drag-and-drop the component at the top of the page (recommended, but you have the freedom to position it anywhere)Click ‘Save’

How do I edit the path in Salesforce?

Create or Edit key fields using Sales Path in LightningClick on Setup | Customize | Path | Path Settings.Click New Path or Edit next to existing Path Name to customize.Click Next.Click Add/Update Fields.Drag and drop the Key Fields you want to include or exclude (up to 5) in the Selected picklist field and Save.More items…

How do I publish a sales path in Salesforce?

Lightning Experience:Click the gear icon then Setup.User Interface l Path Settings.Click New Path or Edit on your existing path.Assign a record type for the path. … Click Next.Specify your ‘Guidance for Success’ on each step.Click Next.Make sure your path is activated and then click Finish.

What is lightning path in Salesforce?

A path gives reps a visual representation of the stages required for working through a sales process in Salesforce Lightning. The Path component is used on the opportunity, lead, campaign, contract, contact, order, and custom object record detail pages in Lightning Experience.

Where can you create a sales path in lightning experience?

To begin, click Setup -> Customize -> Sales Path -> Enable. Click on “New Sales Path,” and select the record type. Your stages will be automatically pulled into the sales path.

How do I update lead path in Salesforce?

Update Lead Status Pathway with Helpful InstructionsClick the gear in the upper right corner.Click Setup.In the Quick Find text box on the left side type in ‘Path Settings’ and click on it.Click Edit next to Leads.Click next.Then click on each of your lead status values to add in any kind of helpful text for your team.More items…

How do I add a path to a case object in Salesforce?

0:009:45Adding a Path to Cases – Salesforce Spring ’18 Release – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you can search for path. And select path settings to bring up this screen. If you’ve not enabledMoreAnd you can search for path. And select path settings to bring up this screen. If you’ve not enabled paths before just click enable in order to enable paths in your own. Organization.

How do I add a path to my community page?

Go to setup.type “Path Settings” in quick find box.Enable path settings.Click new path.Select Path Name, Object,Picklist.

How do you add a path in experience builder?

Set up the path in the Setup menu.From Setup, enter Path in the Quick Find box, then select Path Settings.Click Enable, and then click New Path to create a path.

What is Salesforce path?

Salesforce Path visualizes a record’s progress through a process in a chevron diagram, plus key fields and guidance for what should be completed at each stage.

What happens when Path is enabled in Kanban?

Kanban view: when Path is enabled, the key fields and guidance will be displayed on the Kanban cards.

How many fields can you have in a sandbox?

Limited to a maximum of 5 fields – so be selective!

Who is Lucy from Salesforce?

Lucy is the Head Editor & Operations Director at Salesforceben.com, Founder of THE DRIP and Salesforce Marketing Champion 2020.

Can you add path to Lightning page?

Here’s the thing – as Path is a Lightning component you don’t add Path to a page layout – you add Path to Lightning record pages.

Step 1: Create a New Record Type

Create a New Record Type on the object you would like to create the Path on and setup its own sales process for the new Record Type. This is important as the Path uses Picklists from the object as the points along the Path.

Step 2: Enable the Path

Navigate to Setup, then type “Path” in the Quick Find Box. This will show Path Settings. After selecting the Path Setting, select Enable. Then choose whether the path remembers its previous state by selecting Remember User’s Path Preferences. If this is not selected, the path’s details are hidden when the page loads. Then select New Path.

Step 3: Create the Path

Here you will provide the information needed to create the Path. Give it a unique name, choose the Object that the Path will be used on, select the Record Type you created, then choose which Picklist from the Record Type that will be used for the Path. Select Next on the bottom right to proceed.

Step 4: Select Key Fields

This is where you will select the key fields, up to five at this time, for each stage and provide any guidance, 1,000 character limit, to help users along the path.

Step 5: Activate the Path

At this stage you can choose whether or not to add a fun confetti animation at a completed stage and whether to activate your Path.

Step 6: Create Additional Salesforce Paths (optional)

From here you can create as many Path’s on objects that you feel can add value to the users following them.

Why use sales paths?

Using sales paths helps your sales reps adopt and adhere to your company’s sales processes without getting sidetracked. Paths guide your sales users and help them stay focused on important sales tasks so they can close their deals quickly.

How to create a sales process?

Create a Sales Process 1 Click the setup cog and select Setup. 2 Enter Sales Processes in the Quick Find box, then select Sales Processes. 3 Click New and enter these values:#N#Field#N#Value#N#Existing Sales Process#N#Master#N#Sales Process Name#N#B2B Sales Process#N#Description#N#Process for logging sales data for B2B opportunities 4 Click Save. 5 From the Selected Values menu, highlight the following options:#N#Value Proposition (Open, 50%, Pipeline)#N#Id. Decision Makers (Open, 60%, Pipeline)#N#Perception Analysis (Open, 70%, Pipeline) 6 Click Remove to move the highlighted options to the Available Values menu. 7 Click Save.

What is path in Salesforce?

Both are associated with users lacking clarity on what they need to do in Salesforce. Path provides a means to demystify a process for both new and existing users.

What is a path?

Path is a great way to guide users through a process. Whilst Path does not substitute good design or training, it supplements them well. Use path to promote adoption and celebrate success.

How often does Salesforce release new features?

In addition, remember this is Salesforce. Every few months new features are released. As a result, things which were not possible 3-4 months ago could now be. Be proactive and ensure you are using the latest and greatest features!

When ready, deploy your changes?

When ready, deploy your changes. As with any change, communication is key. Inform users of the change ahead of time and show the feature. Once deployed, test to make sure it works as desired.

Is path only in Lightning Experience?

Path is only in Lightning Experience. If you’re using Classic please read-on to see why Salesforce is # BetterInLightning!

Is Path a replacement for training?

Path is not a replacement for training. Likewise, it is not a replacement for good database design. However, it does support other features (e.g. validation rules, page layouts etc). By using it, you can help your users work efficiently and celebrate their success.