Paths are used to visualize the stages that an object goes through as it processes through a process. They give a clear and short view of an object’s present status and indicate which stage it is presently in or what the awaited outcomes are at each stage.
In this Salesforce tutorial, I will explain what paths are and how to use paths in Salesforce.
What are the paths in Salesforce?
Paths define the stages that each object can go through and also describe the fields that are showing for each stage. For every state of the process, directions and resources are provided to help the users.
Using the paths in Salesforce can help upgrade our team’s ordering and capacity. It also gives a clear view of the sales process. It permits users to quickly and easily upgrade the status of objects as they proceed through every stage.
The paths can also help us to confirm that nothing falls and that every task is completed on time and in a well-organized manner.
So, in this way, we will learn what paths are in Salesforce and what they can do.
Read: How to Find Salesforce Org ID
Read: How to Create Queues in Salesforce
Read: How to Merge Accounts in Salesforce
Sales Path in Salesforce
Here, we are using the path in Salesforce. If you want to learn how to use Sales Path Salesforce, follow these steps:
1. Go to Gear icon –> Select the Setup option –> Click on the Object Manager tab.
2. Now, enter the path setting in the Quick Find Box. Select this Path setting option.
3. The path settings page is open. Under this path setting page, the enable path button is present; click on the button. This button changes into the new path button. Click on the new path button.
4. After clicking on the new path button, the name of your path and choose an object page is open. Fill in the complete information first, and fill in the path name as USA Account Path. Fill in the API reference name which is just going to be auto-generated.
After that, select the object as Account, select the record type as Master, and choose the picklist. After that, click on the next option
5. Now select the fields and provide guidance for each step in the path, such as tips, links to chatter groups or files, best practices, and policy reminders, and then click on next. Here, we select the web tab and type the guidance for success in the text box.
6. Here, we select the Phone Inquiry tab and write the text for the Guidance for Success in the text box.
7. Here, we select the Partner Referral tab and write the text for the Guidance for Success in the text box.
8. Here, we select the Purchase List tab and write the text for the Guidance for Success in the text box.
9. Here, we select the other tab, write the text for the Guidance for Success in the text box, and click on the next option.
10. Click on the activate your path option and then enable the celebration option.
11. After enabling the celebration now, select a value from the available list, add it to the selected celebration list, and then click the finish button.
12. The USA Account path is created and shown on the path settings page. We can also Delete, Edit, and deactivate this path by simply clicking on the buttons.
In this way, we have learned how to use paths in Salesforce.
Read: Contact List View Salesforce
Path Settings in Salesforce
1. We can set the path by creating a new path or editing the previous path we created; here, we create a new one, enabling the celebration. Now, pick the values from the available list, add the value to the selected celebration list, and then click on the finish button.
2. The USA Expense path is created and this USA Expense created path is showing under the path settings page. We can also Delete, Edit, and deactivate this path by simply clicking on the buttons.
Conclusion
In this tutorial, we have learned about Salesforce paths and how to use them. We also discuss setting Salesforce paths.
You may also like to read the following Salesforce tutorials.
- How to Import Data into Salesforce
- How to Create a Task in Salesforce
- Create list view for queue in Salesforce
- What are the paths in Salesforce?
- What paths can do in Salesforce
- Categories of paths in Salesforce
- How to use paths in Salesforce
- How to use paths in Salesforce Lightning
- How to use paths in Salesforce Classic
- How to Install Salesforce Data Loader for Windows
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
