One of Salesforce’s most important features is its Salesforce Path feature, available in the Lightning Experience. It is a Lightning component that can be placed in standard Salesforce objects and custom objects.

Salesforce is a powerful CRM (Customer Relationship Management) software that has led the industry for over two decades. It offers various tools and features to help your business manage customer interactions and drive growth. Salesforce’s ecosystem also hosts different cloud platforms that allow you to engage with various data types and provide your customers with multiple services.

Salesforce Path guides users through various stages and the expected actions at each Stage. Implementing Salesforce Path also provides many benefits, such as increasing validations like required fields and validation rules, training users on system changes, and onboarding new users. 

You will learn more about Salesforce Path in Lightning by contacting an experienced and one of the top-notch Salesforce Consulting companies.

Table of Contents 

• Introducing Salesforce Path 
• Step-by-Step Guide for Setting up Salesforce Path in Lightning 

First, let us find out what is Salesforce Path.

Introducing Salesforce Path 

Salesforce Path is a tool that allows users to guide a record through different stages of a process. It is also a visual representation of a record’s progress, showing what Stage it is in and what needs to be done next. The Path feature is available for many objects in Salesforce, including leads, opportunities, contracts, orders, campaigns, and cases. In addition, Salesforce Path is easy to set up and customise, making it an invaluable tool for businesses of all sizes.

Moreover, each area under the Path phases offers five essential fields and a Guidance for Success to give users the direction they’ll need to succeed. Examples of content that may be included in the Path setup include advice, links, and best practices (Salesforce plans to include more reds in the future).

• Accounts
• Campaigns
• Contacts
• Cases
• Opportunities
• Contracts
• Leads
• Orders
• Quotes
• Service Appointments
• Work Orders
• Work Order Line Items
• Custom Objects

Next, we’ll discuss the various steps for Setting up Salesforce Path in Lightning. 

Step-by-Step Guide for Setting up Salesforce Path in Lightning 

Here’s a step-by-step guide for setting up Salesforce Path in Lightning:

Step 1: Enable the Path

First, ensure the Path function is turned on in your Salesforce organisation first. To accomplish this, select Object Manager from Setup. Then click Path Settings after selecting the item (such as Opportunities) for which you wish to establish a path. The Path functionality for that object may then be enabled from there.

Step 2: Create a Path

You can make a new Path once Path is enabled for the item. Select Path by clicking the object’s name in the Object Manager. To build a new Path, click on New Path. Name your Path and choose the fields you wish to appear on it.

Step 3: Define Stages

After creating a Path, you must define a record’s stages. Then click on Add Stage to add a new stage. Give your Stage a name and a description, and then determine the picklist values that will be available for that Stage. You can also add fields required for a record to move to the next Stage.

Next, you can add guidance to each Stage. It can also include instructions, links to relevant documentation, or anything else to help the user move a record through the process. You can also add further guidance for different picklist values within a stage.

Step 4: Publish

Once you’ve defined your stages and added guidance, you can publish and Activate your Path. It makes it available to users who have access to the object. Users can then use the Path to guide records, ensuring they get all the essential steps.

Conclusion 

To conclude, Salesforce Path is a very potent tool that assists companies in streamlining their operations and enhancing consumer relations. Moreover, businesses may visualize their processes by utilizing Path in Lightning, which makes it simpler for users to comprehend what has to be done next. Furthermore, it helps you improve productivity and enables your reps to gather entire data.

Finally, Salesforce Path can assist you in managing your client contacts and fostering development, whether you run a small business just getting started or a vast corporation with complicated operations.

Do you want to know how to start with Salesforce Path in Lightning? Cloud Analogy is one of the top Salesforce Consulting Partners that can provide valuable business advice throughout your Salesforce journey. We provide affordable Salesforce Consulting services and comprehensive packages to help your business grow and thrive in countless ways. Contact our proficient and certified Salesforce CRM experts at Cloud Analogy to discuss your project requirements today!