How to configure Salesforce Path in Lightning Experience
When you start customizing your RecordPage in Lightning Experience you have the possibility to use a standard component called Path which guides your users along the steps in a process, such as working an opportunity from a fresh lead to a successfully closed deal.
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
Tutorial
1. Enable Path:
In Setup go to User Interface / Path Settings.
If Path is not enabled, Enable it:
2. Create a new Path:
Click the “New Path” button and enter basic information:
The Path name and API name, the Object that the path is based on, the Record Type and, of course, the picklist that the path is based on.
3. In the next step, you will set for each stages the fields (up to 5) displayed and the text guidance for Success (limited to 1000 characters).
4. Last creation step, you can activate an animation (Confetti) to celebrate when a stage is reached.
You can also activate the Path from here.
5. Your Path is now created and activated. The last thing to do is to add the Path component to the Record lightning page (if it is not already present).
6. You can now enjoy your work by visualizing it on a record.
Path Best Practices
- Provide guidance for success content, like links to Chatter posts and videos, tips, or policy reminders — anything that can help sales reps get closer to sealing the deal.
- Keep your system performance optimal by creating sales paths that have 20 or fewer stages.
- Consider labeling sales paths for regions or industries, like “Steel Industry Sales Path.”
- If you set up record types, you can have one path for each record type. For example, in the record type New Business, include more prospecting-related fields, but in the record type Existing Customer, include a field or stage for renewals.
