how to set up a new path salesforce

• In Salesforce Setup, navigate to: Path Settings → New Path
• Name the Path, select the object, and record type (if applicable). I align the names of my paths [object name – record type name].
• Select the picklist field. Path can be based on any picklist field (the picklist values will display from left to right, following how they are ordered in setup)

Full Answer

How do I create a path in Salesforce?

From Salesforce Setup, Maria enters Path in the Quick Find box, then selects Path Settings. She enables Path. Maria then creates a path. In the Path Name field, Maria enters the name of the path. This one’s for solar energy system sales. It’s good that she thought of a name that makes sense to her, because she’s the one managing paths.

What can be provided in the path set-up?

Tips, links, and best practices are examples of what can be provided in the Path set-up (Salesforce is looking to add more key fields in the future). Create a New Record Type on the object you would like to create the Path on and setup its own sales process for the new Record Type.

How do I configure sales processes in Salesforce?

Click the setup gear and select Setup. Enter Sales Processes in the Quick Find box, then select Sales Processes. Click Save. Click Remove to move the highlighted options to the Available Values menu. Click Save. Record types determine the business processes, picklist values, and page layouts that are available to you when creating records.

How to set key fields in Salesforce opportunity and stage?

Enter Path Name, select the Object and picklist, in our case Opportunity and Stage and click “Next”. Now you can set “Key Fields” which will show immediately below the Path on the page layout.

How do I change the 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 I enable path in Salesforce?

In Setup, use the Quick Find box to find Path Settings.Click Enable.To let users decide whether the path remembers its previous state, select Remember User's Path Preferences. If this option isn't selected, the path's details are hidden whenever the page that the path is on loads.

How do I add a path to a record page in Salesforce?

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 add a path to a Lightning record page in Salesforce?

Salesforce Path is only available in Salesforce Lightning. We can use only 5 key fields and a Guidance for Success for each section under the Path stages. Step-1: From Salesforce Setup, enters Path in the Quick Find box, then selects Path Settings and click the enable button. Step-2: Click new path Button.

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 Path setting 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.

Can we create path for custom objects in Salesforce?

Paths are supported for many standard picklists and for custom picklists. If paths exist for all available record types for the object, create another record type, and then return to Path Settings to create a path. In step 2 of creating a path, select key fields and enter success guidance, and then click Next.

How do I add a path to my community page?

From Setup, enter Path in the Quick Find box, then select Path Settings. Click Enable, and then click New Path to create a path....You can add the Path component to Experience Builder site object detail pages for the following objects:Account.Asset.Campaign.Case.Contract.Lead.Opportunity.Order.More items...

How do I update lead path in Salesforce?

Update Lead Status Pathway with Helpful InstructionsClick the gear in the upper right corner.Click Setup.In the Quick Find text box on the left side type in 'Path Settings' and click on it.Click Edit next to Leads.Click next.Then click on each of your lead status values to add in any kind of helpful text for your team.More items...

Where can you create a sales path in lightning experience?

To begin, click Setup -> Customize -> Sales Path -> Enable. Click on “New Sales Path,” and select the record type. Your stages will be automatically pulled into the sales path.

How do I deploy path settings in Salesforce using ant?

How to deploy a Salesforce Sales PathSet source organization.Set target organization.Customize your comparison.Kick off the comparison.Select changes to deploy. Now we have a list of all the differences, it is easy to pick the new Sales Path to deploy.Validate or deploy.

How do you add a path to the Lightning App Builder?

Let's See how to create a Path. Enter Path Settings in Quick Find....Enter the details and select the object.Under Each Tab, click Add/Remove Fields to select the fields for that Tab.In our case its Stage.Finally select Active and you are done!Its not over yet!!!! Path is available only for lightning.

What is path in Salesforce?

Both are associated with users lacking clarity on what they need to do in Salesforce. Path provides a means to demystify a process for both new and existing users.

What is a path?

Path is a great way to guide users through a process. Whilst Path does not substitute good design or training, it supplements them well. Use path to promote adoption and celebrate success.

When ready, deploy your changes?

When ready, deploy your changes. As with any change, communication is key. Inform users of the change ahead of time and show the feature. Once deployed, test to make sure it works as desired.

Is Path a replacement for training?

Path is not a replacement for training. Likewise, it is not a replacement for good database design. However, it does support other features (e.g. validation rules, page layouts etc). By using it, you can help your users work efficiently and celebrate their success.

Step 1: Create a New Record Type

Create a New Record Type on the object you would like to create the Path on and setup its own sales process for the new Record Type. This is important as the Path uses Picklists from the object as the points along the Path.

Step 2: Enable the Path

Navigate to Setup, then type "Path" in the Quick Find Box. This will show Path Settings. After selecting the Path Setting, select Enable. Then choose whether the path remembers its previous state by selecting Remember User’s Path Preferences. If this is not selected, the path’s details are hidden when the page loads. Then select New Path.

Step 3: Create the Path

Here you will provide the information needed to create the Path. Give it a unique name, choose the Object that the Path will be used on, select the Record Type you created, then choose which Picklist from the Record Type that will be used for the Path. Select Next on the bottom right to proceed.

Step 4: Select Key Fields

This is where you will select the key fields, up to five at this time, for each stage and provide any guidance, 1,000 character limit, to help users along the path.

Step 5: Activate the Path

At this stage you can choose whether or not to add a fun confetti animation at a completed stage and whether to activate your Path.

Step 6: Create Additional Salesforce Paths (optional)

From here you can create as many Path’s on objects that you feel can add value to the users following them.

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.

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 path in sales?

What Makes Up a Path. 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: Key fields that reps complete before moving to the next stage in the sales process. Best practices.

Why do reps like path?

The reps at Ursa Major like Path because it helps them focus on what matters most to qualify leads and win deals. Managers keep their reps aligned with the sales processes unique to their company. Sales paths help managers identify star performers and the ones who need a bit more guidance.

Why is onboarding sales reps so difficult?

Onboarding sales reps quickly can be a challenge, because every company has its own sales process. Take, for example, the emerging solar energy systems provider Ursa Major Solar. They have a few sales reps who can sell like the dickens. But the company is growing, and as great as they are, the existing sales team needs help.