a)As We can setup sales path based on picklist and record types but we cannot hide the values from it to hide the values you need to remove it from the picklist. b)If you don't want to remove it you can create a new status picklist field (ex., status__c) Create a workflow rule that updates fields based on your status field
Full Answer
What is the path component in Salesforce lightning experience?
The Path component is used on the opportunity, lead, campaign, contract, contact, order, and custom object record detail pages in Lightning Experience. For this project, we focus on the opportunity record detail page.
How do I change the sales path in Salesforce?
From the Select Page Layout list, select Opportunity Layout. Click Save. You’re off to a good start, but there’s still a little distance to cover. Move on to the next step to customize your sales path.
How to disable path update button in Salesforce Lightning app?
step 1:- Open the record detail in Lightning step 2:- Go to setup and select Edit page step 3:- Lightning App builder will open, now you need to click on the path component and then in the right side, the setting for path component will open Step 4:- check to hide path update button and save your page The Button will get disappear.
How to show or hide a value from the path component?
The options you see on the Path component is driven by the Lead Statusor any other field. To show or hide a value from the Path, you need to configure the status field that you can use only respective values.
How do I customize my path in Salesforce?
Create or Edit key fields using Sales Path in LightningClick on Setup | Customize | Path | Path Settings.Click New Path or Edit next to existing Path Name to customize.Click Next.Click Add/Update Fields.Drag and drop the Key Fields you want to include or exclude (up to 5) in the Selected picklist field and Save.More items...
What is path component in Salesforce?
Salesforce Path visualizes a record's progress through a process in a chevron diagram, plus key fields and guidance for what should be completed at each stage. Path is a Lightning component that can be placed on Opportunities, Leads, Campaigns, Contracts, Orders, and even custom objects.
How do I hide a picklist value from a user in Salesforce?
Jeffrey, the only way to hide picklist values based on Profiles is to use Record Types. Have you looked into it yet? If Record Types seem to be an overkill for hiding picklist values, you could always use a validation rule to prevent Profiles from selecting certain picklist values.
What is path and which objects paths are used on Salesforce?
Salesforce Path is a visualization tool, used on objects, to help guide users along a Path to a final destination. Path is only available in Salesforce Lightning. It provides 5 key fields and a Guidance for Success for each section under the Path stages to provide the guidance users will use to succeed.
What is the main purpose of sales path?
Like any kind of path, a sales path leads you where you need to go. Using sales paths helps your sales reps adopt and adhere to your company's sales processes without getting sidetracked. Paths guide your sales users and help them stay focused on important sales tasks so they can close their deals quickly.
Can an existing sales path be deleted in Salesforce?
It must only allow you to create one sales path per object per record type. So it isn't worth trying to deactivate the existing Sales Path for Opportunity because I have to delete it if I want to create a separate one anyway.
How do you control picklist values among the users?
Use Formulas for Default Picklist ValuesIn Setup, click the Object Manager tab, and then select the object associated with your picklist field.Click Fields & Relationships.Click Edit next to the picklist field.Add your formula under General Options.Click Save.
How do I remove picklist values from record types?
Remove a Picklist ValueNavigate to the picklist. For a global picklist value set: From Setup, enter picklist in the Quick Find box, then select Picklist Value Sets. ... Click the picklist name.To remove a value from the picklist, click Del next to the value's name. Decide whether to replace the value or leave it blank.
How do I remove a none from a picklist in Salesforce?
How to remove none option on a picklist in Salesforce?Edit your page layout and make your picklist field a required field by clicking on the properties and checking "Required" check box.Click "Ok" button.Save the the changes to the page layout. This will remove the "-None-" as an option in the picklist.
How do I add a component to a path in Salesforce?
If you're creating a path for service appointments, work orders, or work order line items, you can skip this step. Set up the path in the Setup menu. From Setup, enter Path in the Quick Find box, then select Path Settings. Click Enable, and then click New Path to create a path.
What is opportunity path in Salesforce?
Create paths to guide your users through steps of a business process, such as working an opportunity from a fresh lead to a successfully closed deal. At each step of a path, you can highlight key fields and include customized guidance for success.
How do I show the path in Salesforce?
1:0210:44Setting up a Path in Salesforce Lightning Experience - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn Salesforce you need to click the big green enable button and so one thing I'm going to go aheadMoreIn Salesforce you need to click the big green enable button and so one thing I'm going to go ahead and check is this remember users path preference.
How to create a sales process?
Create a Sales Process 1 Click the setup cog and select Setup. 2 Enter Sales Processes in the Quick Find box, then select Sales Processes. 3 Click New and enter these values:#N#Field#N#Value#N#Existing Sales Process#N#Master#N#Sales Process Name#N#B2B Sales Process#N#Description#N#Process for logging sales data for B2B opportunities 4 Click Save. 5 From the Selected Values menu, highlight the following options:#N#Value Proposition (Open, 50%, Pipeline)#N#Id. Decision Makers (Open, 60%, Pipeline)#N#Perception Analysis (Open, 70%, Pipeline) 6 Click Remove to move the highlighted options to the Available Values menu. 7 Click Save.
What is record type?
Record types determine the business processes, picklist values, and page layouts that are available to you when creating records. Before you continue creating a customized path for your sales team, you have to create record types corresponding to your new sales process.
Why use sales paths?
Using sales paths helps your sales reps adopt and adhere to your company’s sales processes without getting sidetracked. Paths guide your sales users and help them stay focused on important sales tasks so they can close their deals quickly.
When to Use Salesforce Path
Salesforce Path guides users through a series of stages and the expected actions at each stage. Benefits you can enjoy from implementing Path include:
How to Create a Sales Path in Salesforce
Let’s take the sales team, who are heavy users of Salesforce opportunities and like to see the road ahead for the deal ( fact: Path was first available on opportunities before other objects).
Enable Celebrations
Admins can “flick a switch” at the final stage of setting up Path. It’s a nice touch, especially as updating Salesforce is usually a solitary task!
How to Add Salesforce Path to a Page Layout
If you are creating a Path on a standard object, the Path component is added to the page layout by default. For custom object Paths, you will need to know how to add the Path to the page layout.
Tips for Salesforce Guidance
Here are some tips I’d like to share on how to set up Guidance for Success in Salesforce:
Summary
The benefits that Path can deliver are obvious, giving a boost to user engagement (they get it) and adoption (they want to use it). Visualization features, like Path, should never be underestimated.