Path
We can celebrate success in Salesforce using path. Now, your reps can have fun along with work.Path is only available in Lightning.
Path is available for the following objects in Lightning Experience:
- Accounts (Business Accounts and Person Accounts)
- Campaigns
- Cases
- Contacts
- Contracts
- Leads
- Opportunities
- Orders
- Quotes
- Service Appointments
- Work Orders
- Work Order Line Items
- Custom Objects
Path is also available for leads and opportunities in all versions of the Salesforce app.
Enable path:-
Go to setup -> search Path Settings in quick find. Select Enable Path checkbox.
Click on New Path and select object and Recordtype for which you want to setup Path.
From the picklist option, you can select any available picklist field for that object.
Here we are creating path for Opportunity object and Stage picklist.
In Step2 , you can Select Fields and Provide Guidance for Each Step in the Path
In Step3, Set status as Active. Select option B.
Select Confetti to celebrate particular status. To do so select option A.
A. When users reach a specific step in the path, help them celebrate their success with on-screen confetti. Here we are selecting status as Closed Won.
After setting up path, create opportunity and update stage to Closed won.
You will see celebration on desktop.
