how to add guidance for success salesforce

Here are some tips I’d like to share on how to set up Guidance for Success in Salesforce:

• Limited to a maximum of 5 fields – so be selective!
• Include required fields and fields involved in Validation Rules.
• Keep best practices concise. Link out to additional documentation if required.
• Guidance can link out to user feedback surveys.
• Hover over to view the duration the rec...

Full Answer

Why guidance for success content is not visible in Salesforce?

The Guidance for Success is visible only for picklist value, since "Converted" Values of the Lead Stage are not considered as picklist values, the Guidance for Success content is not going to be visible Related Help Content: Path (Lightning Community Component)

What can you do with Salesforce expert guidance?

Explore expert guidance designed to help you set up Salesforce, optimize features, and achieve your business goals. Connect teams, close deals, and streamline sales processes. Manage customer support cases faster across every channel.

How do I set up guidance for success?

Note: To display the Guidance, there is a Drop Down option to display the Guidance for Success. Lightning Experience: 1. Click the gear icon then Setup. 2. User Interfacel Path Settings 3. Click New Path or Edit on your existing path. 4. Assign a record type for the path.

How do I create a sales guide for my company?

Add fields that are relevant to your company’s sales processes, and include guidance for success. In your guidance, you include details about company policies, tips for establishing positive selling relationships, and links to relevant feeds. Maria set up one of the paths that she and Lincoln planned.

What kind of information can be displayed in the sales path guidance?

You can include details about company policies, even links to relevant feeds, and tips for establishing positive selling relationships. The sales path appears with the stages and guidance when you set up for your reps work in the lead workspace and opportunity workspace.

How does PATH work in 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.

How do I assign a path in Salesforce?

0:4310:44Setting up a Path in Salesforce Lightning Experience - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo if we go to setup. And search for the term path. We see this link for path settings. NowMoreSo if we go to setup. And search for the term path. We see this link for path settings. Now previously in the admin course. And you may be watching this in my admin course because I'm actually filming

How do I create a sales path in Salesforce?

Create a Sales ProcessClick the setup gear. ... Enter Sales Processes in the Quick Find box, then select Sales Processes.Click New and enter these values: ... Click Save.From the Selected Values menu, highlight the following options: ... Click Remove to move the highlighted options to the Available Values menu.Click Save.

What is in app guidance in Salesforce?

What Is In-App Guidance In Salesforce? In-App Guidance is a new platform tool that allows administrators to build and personalize prompts for training and onboarding users where and when they need assistance.

How do you set opportunity stages in Salesforce?

Add or change an Opportunity stage in Salesforce ClassicNavigate to Setup.Under 'Build', click Customize | Opportunity | Fields.Click the 'Stage' field.Click 'New' to add a new stage. ... For new Opportunity stage values, select the Sales Process to be associated. ... Click 'Save'

How do I customize lead 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...

How do you add a path to a page?

How to Add Salesforce Path to a Page LayoutHead to any record page → click the cog icon (top of the screen) → Edit Page. ... Search for “Path” in the components menu, then drag-and-drop the component at the top of the page (recommended, but you have the freedom to position it anywhere)Click 'Save'

How do I use sales path in Salesforce?

0:312:40Salesforce Lightning Sales Path - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd close opportunities faster to set up a sales path click on the setup cog and choose setup in theMoreAnd close opportunities faster to set up a sales path click on the setup cog and choose setup in the quick finds search box start typing path settings. And click the Select. Click enable click new

What is guided selling in Salesforce CPQ?

Create a prompt that asks sales reps about the types of products they want when they're adding products to a quote. Salesforce CPQ reviews their answers and shows the Add Products page with a list of products that match their responses. We call this process “guided selling.”

What are the opportunity stages in Salesforce?

Out-of-the-box Salesforce Opportunity Stages represent key milestones of a generic sales process, which consists of the following milestones:Prospecting.Qualification.Needs Analysis.Value Proposition.Id. Decision Makers.Perception Analysis.Proposal/Price Quote.Negotiation/Review.More items...•

How do I use flows in Salesforce?

How do I create a flow in Salesforce?Open Flow Builder. ... Select the Flow Type, then click Create.Drag the elements you want to use onto the canvas. ... Connect the elements to determine the order in which they're executed at run time. ... Save your flow.

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.

Introduction

The next leg of your journey to sales path creation involves customizing qualification stages. Here you’re able to provide guidance for success content.

Throw the (Virtual) Confetti!

You just enabled the virtual confetti feature to trigger when a specific Stage is selected. Let's see the confetti in action when your reps follow the path to the summit (successfully close a deal).

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

Learning Objectives

Describe the impact of onboarding sales reps on your company’s reps and managers.

Understand Path's Benefits

When Maria sets up Path for her teams, she guides sales reps so they sell the way Ursa Major sales managers want. Maria’s work helps the company’s sales reps qualify their leads and close their deals—from anywhere and with fewer delays.

What Makes Up a Path in Salesforce

A path gives reps a visual representation of the stages required for working through a sales process. The paths you create for your sales teams can include:

Plan Path with with Sales Management

Maria has lots on her plate. In addition to administering sales features, she administers service and collaboration features in Salesforce. So she’s the first to admit that she doesn’t know everything about her company’s sales processes. To work smart, she pulls in the experts—sales management.

See Sales Progress with Path

Maria set up one of the paths that she and Lincoln planned. And now those new sales reps, Erin and Lance, see a visual representation of the stages necessary to qualify their leads.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.