Contents
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 do I add a path to a community in Salesforce?
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.
What is main purpose 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.
What is a sales path in Salesforce?
How do you add a path to the lightning page?
Tutorial
- First navigate to Setup > Path Settings > New Path.
- Enter basic details about your path including Name, Record Type & Picklist.
- The next stage is so simple that you don’t even need a tutorial to do it!
- Once this is complete you are pretty much done.
- Once the component is added to page, voila!
What is path component in Salesforce?
A lightning:path component displays the progress of a process. It’s driven by a picklist field that’s specified by declarative metadata in setup. The Path is rendered as a horizontal bar with a chevron for each picklist item. The key fields and guidance for success are displayed below the Path.