Salesforce Path

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.

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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.

How to use paths in Salesforce

2. Now, enter the path setting in the Quick Find Box. Select this Path setting option.

How to use paths in salesforce lightning

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.

Use paths in Salesforce

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.

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After that, select the object as Account, select the record type as Master, and choose the picklist. After that, click on the next option

Use paths in salesforce lightning

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.

Salesforce use paths

6. Here, we select the Phone Inquiry tab and write the text for the Guidance for Success in the text box.

Salesforce lightning use paths

7. Here, we select the Partner Referral tab and write the text for the Guidance for Success in the text box.

How use path in salesforce

8. Here, we select the Purchase List tab and write the text for the Guidance for Success in the text box.

How to use path in salesforce lightning

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.

Use path in salesforce

10. Click on the activate your path option and then enable the celebration option.

Use path in salesforce lightning

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.

Salesforce use path

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.

Salesforce lightning use path

In this way, we have learned how to use paths in Salesforce.

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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.

Salesforce classic use the path

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.

Path Setting in Salesforce

Conclusion

In this tutorial, we have learned about Salesforce paths and how to use them. We also discuss setting Salesforce paths.

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You may also like to read the following Salesforce tutorials.

  • 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