How to create a sales process in salesforce lightning


Create a Sales Process

  • Click the setup gear and select Setup.
  • Enter Sales Processes in the Quick Find box, then select Sales Processes.
  • Click New and enter these values: Field Value Existing Sales Process Master Sales Process Name B2B Sales Process Description Process for logging sales data for B2B opportunities
  • Click Save.

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How to Set up a Sales Process in Salesforce
  1. From Setup, click Customize -> Opportunities -> Sales Processes.
  2. Click New.
  3. Create a Master process if this is your organization’s first process.
  4. Name your sales process something descriptive and unique (ex. …
  5. Add an optional description and click Save.


Table of Contents

How do I create a sales process in Salesforce?

Create a sales process in Salesforce by following these four steps: Define your Opportunity Stages. Create the fields that your sales process needs. Add custom features to control your sales process. Embed hints, tips, and materials that help salespeople with each stage in the sales process.

What is the path component in Salesforce lightning experience?

The Path component is used on the opportunity, lead, campaign, contract, contact, order, and custom object record detail pages in Lightning Experience. For this project, we focus on the opportunity record detail page.

What can I do immediately to get started with Salesforce?

There are two other things you can do immediately. First, get a free consultation from GSP on how to create your sales process in Salesforce. We’ll give you advice and pointers that are specific to your company.

How do I customize my Salesforce opportunity stages?

To customize your Salesforce Opportunity Stages, follow these steps: In Salesforce, go to “Setup” > “Object Manager” > “Opportunity.” Click on “Fields & Relationships” > “Stage.” Under the “Opportunity Stages Picklist Values” section, you should see the options to create a new stage or to edit the details of existing stages.


How do you create a new sales process?

What are the main sales process steps?Build product knowledge. … Research your ideal prospect. … Begin prospecting and lead generation. … Qualify prospects. … Analyze a customer’s needs. … Lead a sales call. … Follow up and close the deal. … Nurture the relationship and upsell.

What are the 7 steps in the sales process?

The 7-step sales processProspecting.Preparation.Approach.Presentation.Handling objections.Closing.Follow-up.

What is sales process in Salesforce with example?

Sales Process defines the different sales stages that an Opportunity moves through. For example, a donation may start as Prospecting and then become either Closed/Won or Closed/Lost. Awareness:- During this stage, the customer has become aware of your organization and services.

How do you create a sales process under opportunity?

To create a new Sales Process:Click. … From Setup, type Sales Process in the Quick Find box, then select Sales Processes.Click New.In the Existing Sales Process field, choose Master. … Enter the Sales Process name and description.Click Save.More items…•

What are the 5 stages of the sales process?

A sales process is a set of repeatable steps that a sales person takes to take a prospective buyer from the early stage of awareness to a closed sale. Typically, a sales process consists of 5-7 steps: Prospecting, Preparation, Approach, Presentation, Handling objections, Closing, and Follow-up.

What are the 4 types of sales presentation?

4 Sales Presentation Methodsmemorized,persuasive selling,needs-satisfaction, and.problem-solution method.

How do I set up a sales process in Salesforce?

How to Set up a Sales Process in SalesforceFrom Setup, click Customize -> Opportunities -> Sales Processes.Click New.Create a Master process if this is your organization’s first process.Name your sales process something descriptive and unique (ex. … Add an optional description and click Save.More items…•

What are the 4 steps in the sales process?

Step 1: Get the prospect to commit to the process.Step 2: Identify the prospect’s problem.Step 3: Show prospects the solutions.Step 4: Allow them to pick what’s naturally best for them.

How do you build a sales CRM process?

Here’s how to build a better sales process by utilizing CRM technology every step of the way.Step 1: Prospecting. … Step 2: Qualifying. … Step 3: Quoting. … Step 4: Closing. … Step 5: Won/Lost. … Supercharge your sales process with a sales CRM.

How do you assign a sales process to an opportunity in Salesforce?

Customize Opportunity Sales ProcessesClick the Setup icon ( … Click the Object Manager tab.Click the Opportunity object.Click Fields & Relationships.Find and select the Stage field.Scroll down to the Opportunity Stages Picklist Values section and click New.Add a new value in the Stage picklist. … Click Save.

How do I edit a sales process in Salesforce?

Review and Modify Opportunity Sales ProcessesClick the Setup icon ( ) and select Setup.Find and select Sales Processes. … Click the Sales Process you want to view. … In this view, you can add opportunity stages that already exist or remove stages included in this configuration. … Click Save to record your changes.

What is the sales process?

The sales process is a series of steps that move a sales rep from product and market research through the sales close — and beyond. The number of steps in the sales process may change depending on a rep’s industry, product, and prospect, but include four key stages: research, prospecting, sales call and close, and relationship-building.

What are the main sales process steps?

Whether you’re an experienced sales rep or new to the profession, the following steps will guide you through a successful sale. Tweak or add steps as needed to accommodate your business, product, or prospect.

What are common sales process mistakes?

Below are some of the most common mistakes that derail the sales process — and advice on how to avoid them.

What is Salesforce data?

Salesforce tracks sales data using object architecture, which means information is stored as Leads, Contacts, Accounts, and Opportunities. Get to know these 4 objects, as they will represent different stages in your Sales Process. Leads are the handoff mechanism between marketing and sales.

What is lead in sales?

Leads are the handoff mechanism between marketing and sales. These people have an unknown fit or interest in your products or services. When a prospect is a Lead, sales reps are working to complete early qualification before the deal officially enters the pipeline.

Step 1: Identify your sales goals

First things first. Before you ever build a sales process in Salesforce, it’s important to take a step back and align with the ultimate outcome you’re looking for. The process that you define will be much different depending on your sales goals, team size and the stage of the company.

Step 2: Outline and set up your sales process

With your goals clearly defined, you can begin determining how your sales process can support them. When designing your sales process, be sure to take into account all of the different stakeholders involved and their specific needs.

Step 3: Customize your opportunity stages

With your goals in place and your process defined, it’s time to jump into Salesforce and start setting things up! The default Opportunity Stages in Salesforce work for some companies, but most find that the out-of-the-box options don’t match with their sales process.

Step 4: Create fields that support your sales process

Now that you’ve created Opportunity Stages that match with each stage of your sales process, it’s time to create the fields in Salesforce that further support that process. There are two main ways to do this:

Step 5: Add custom features to strengthen your sales process

Now it’s time to add additional custom features into Salesforce to help guide your sales process. By far, the most widely used custom control feature in Salesforce is the validation rule, which allows you to require users to enter information before continuing further.

Stage 6: Deliver contextually-relevant tips and enablement materials that help with each stage of the process

The last step, and our biggest tip for success: add in hints, tips, and digital enablement materials that will help your sales reps through each stage of the process.

How does sales cloud work?

Sales Cloud drives sales performance by showing all your opportunities in one place and revealing critical information in a detailed activity timeline. Know your competition, deal stages, and next moves to increase sales revenue.

What is customer data in sales cloud?

Your customer data is always at hand in Sales Cloud, including key contacts, communication history, and more. By seeing where your customers are in the sales cycle, other deals they touch, and the best ways to engage and work together, you gain a clear picture of your sales growth strategy.

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.

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.

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.


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