In this Salesforce tutorial, I will explain how to use paths in salesforce lightning and salesforce classic.
Paths are used to visualize the representation of the stages that an object goes through as it processes through a process. It gives a clear and short view of the present status of an object and involves which stage it is presently in or what the awaited outcomes are at each stage.
So, here we will discuss these topics in this Salesforce tutorial:
- 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
What are the paths in Salesforce
In Salesforce, paths are available in both Salesforce lightning and salesforce classic. It can be specialized to suitable the specific needs of our organization.
It can also 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 the salesforce can help to upgrade the ordering and capacity of our team and it gives a clear view of the sales process. It permits the users fastly and easily upgrade the status of the 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 well-organized manner.
So, in this way, we learn what are paths in Salesforce. Further, we will learn What paths can do in Salesforce.
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What paths can do in Salesforce?
In Salesforce the paths can provide several advantages that can help our organization smooth its sales processes and workflows and it permits us to track and manage the records when they move through different stages.
Here are some of the items that we can do with paths in Salesforce:
Define Stages: We can create a set of stages which means the different steps in our process or workflow. Every stage can be specified as a label and a description and we can identify the criteria that control when a record move from one place to another.
Add guidance: We can add guidance to each and every stage of the path, it gives instructions and tips for the user on what to do next.
Track process: We can use paths for tracking the process of records as they proceed through the stages of our business processes and it can also help us in recognising the areas where improvement is needed.
Customize fields: We can customize the fields that emerge from the path for every stage and allow us to catch the information that is suitable at every step in the process.
Set up automation: We can arrange the automation rule that activates when the record moves to a specific stage in the path like updating the fields and sending an email notification.
In this way, we learn What paths can do in Salesforce. Further, we discuss the categories of paths in salesforce.
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Categories of paths in Salesforce
There are three main categories of paths in Salesforce:
- Custom path
- Standard Path
- Kanban Path
Custom Path: The custom path is a flexible and specially made path that we created for any of the custom objects in Salesforce. We can describe the stages, picklist values, and labels that are particular to our business process and allocate the path to particular profiles or record types. It is also useful for tracking the process of the records.
Standard Path: The standard path is the default path that approaches many of the standard objects in Salesforce like opportunities, cases, and leads.
It gives the visual representation of the standard stages that the record goes through and it is useful for tracking the process of records in a compatible and standardized way.
Kanban Path: The Kanban path is a vision board that shows records in columns based on their stage in the sales process. It gives the vision review of all the records in a specific object.
The kanban path permits us for dragging and dropping the records between the stages for updating their status. It can quickly update the status by simply viewing all the records at once.
This is how we can learn the three main categories of paths in Salesforce and each path provide a visual representation of the stages.
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How to use paths in Salesforce Lightning
Here we are using the path in salesforce lightning. If you want to learn how to use path in salesforce lightning follow these steps:
Step-1: First, login into the salesforce lightning account. Go to the gear icon under the gear icon there are two options setup and service setup. Click on the setup.
Step-2: After clicking on the Setup, enter the path setting in the Quick Find Box. The path settings option comes at the top. Select this Path setting option.
Step-3: After clicking on the path settings, the path settings page is open. Under this path setting page enable path button is present click on the button.
After clicking on the enable button this button changes into the new path button. Click on the new path button.
Step-4: After clicking on the new path button, the name your path and choose an object page is open which is our step first.
Fill in the complete information, firstly fill in the path name as USA Account Path then fill in the API reference name which is just going to be auto-generated after that select the object as Account and select the record type as Master, and choose the picklist after that click on the next option
Step-5: Now select the fields and provide the guidance for each step in the path like 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.
Step-6: Here we select the Phone Inquiry tab and write the text for the Guidance for success in the text box.
Step-7: Here we select the Partner Referral tab and write the text for the Guidance for success in the text box.
Step-8: Here we select the Purchase List tab and write the text for the Guidance for success in the text box.
Step-9: Here we select the other tab and write the text for the Guidance for success in the text box and click on the next option.
Step-10: After clicking on the next option, click on the activate your path option and then enable the celebration option.
Step-11: After enabling the celebration now pick the values from the available list and add the value to the selected celebration list and then click on the finish button.
Step-12: After clicking on the finish option the USA Account path is created and this USA Account created path is showing under the path settings page. We can also Delete, Edit, and deactivated this path by simply clicking on the buttons.
In this way, we have learned how to use paths in salesforce lightning. Further, we will learn how to use paths in Salesforce classic.
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How to use paths in Salesforce Classic
Here we are using the path in Salesforce Classic. If you want to learn how to use path in salesforce Classic follow these steps:
Step-1: Login into the salesforce classic account, click on the setup option that is present at the top of the page, and then search the path settings object in the Quick Find Box. The path settings option comes at the top. Select this Path setting option.
Step-2: After clicking on the path settings, the path settings page is open. Under this path setting page enable path button is present click on the button.
After clicking on the enable button this button changes into the new path button. Click on the new path button.
Step-3: After clicking on the new path button, the name your path and choose an object page is open which is our step first.
Fill the complete information, firstly fill in the path name as USA Expense Path then fill in the API reference name which is just going to be auto-generated after that select the object as Account and select the record type as Master, and choose the picklist after that click on the next option.
Step-4: Now select the fields and provide the guidance for each step in the path like tips, links to chatter groups or files, best practices, and policy reminders, and then click on next. Here we select the $ 169 tab and type the guidance for success in the text box.
Step-4: Here we select the $262 tab and write the text for the Guidance for success in the text box.
Step-5: Here we select the $29.99 tab and write the text for the Guidance for success in the text box.
Step-6: Here we select the $17.99 tab and write the text for the Guidance for success in the text box.
Step-7: Here we select the last tab which is $130 and write the text for the Guidance for success in the text box and click on the next option.
Step-8: After clicking on the next option, click on the activate your path option and then enable the celebration option.
Step-9: After enabling the celebration now pick the values from the available list and add the value to the selected celebration list and then click on the finish button.
Step-10: After clicking on the finish option 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 deactivated this path by simply clicking on the buttons.
In this way, we have learned about how to use paths in Salesforce classic and also see where the path is placed after creation.
You may also like to read the following Salesforce tutorials.
- How to Import Data into Salesforce
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Conclusion
In this tutorial, we have learned about What are paths in salesforce. We have also discussed What the paths can do and also discuss the categories of paths in salesforce. In addition, we have covered how to use paths in salesforce lightning as well as salesforce classic.
- 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
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.