One of the main concerns of Salespersons or anyone using Salesforce is not having a complete picture of what stage a lead/opportunity/order/case is in the business process and what needs to be done at different stages to progress it further. A standard page layout doesn’t have the provision to be able to highlight this information in a cleaner way. This is where Salesforce Path (or simply called Path) comes in and addresses the issue beautifully.
Some of the features of Salesforce Path are:
- Visual Representation of Business Process e.g. Sales process, service ticket process, lead lifecycle.
- Path helps in progressing through the stages in an easier, efficient and faster way.
- Available for Lightning Components, Lightning Communities.
- Can be setup based on picklist values and available for record types.
- Can be used on Standard object like Opporutinities, Leads, Accounts, Contacts, Campaigns, Contracts, Orders and all custom objects.
Path View
Path showcases all the stages the lead/opportunity/order has to progress through and also at which stage currently they are at.
For every stage, Path showcases the key fields that are required to be filled in and also displays the important guidance required to successfully pass that particular stage. All this can be configured by a Salesforce administrator in the setup. In the Guidance for success section, you can include images, links as well.
Enable Path
Go to Setup → Path Settings → Enable.
If “Remember User’s Path Preferences” is selected, the path remembers its previous state.
Configure Path
To Create a New Path.
Go to Setup → Path Settings → Click New Path
Just choose the object, record type and the picklist field that you want the Path to be configured on.
In step 2, drag and drop the key fields and also the guidance for success for each of the picklist stage values. Save.
And finally, drag and drop the new Path that you created onto the page layout. That’s all.
Considerations
When you create paths, you decide:
- Which fields and content appear for your users at each step in the process?
- What good advice, helpful reminders, useful links, and best practices to include at each step.
- How many different paths to provide to your users. For example, you might provide different paths for inside sales and outside sales, or different paths for delivery status of different products or services.
- When paths to be made available to users.
Please feel free to contact us in case of any questions or concerns. Your feedback is invaluable to us.