Tips and tricks about Salesforce Path in Lightning Experience
After explaining how to configure Salesforce Path, let’s see some tips and tricks about it.
- Remember user’s path preferences :
To let users decide whether the path remembers its previous state, select “Remember User’s Path Preferences”. If not selected, the path’s details are hidden when the page that the path is on loads.
It can be configured in Setup / User Interface / Path Settings
- Confetti celebration:
Help your teams celebrate their successes by tossing some virtual confetti when reps reach designated path stages.
It can be configured in step 3 of Path setup, Enable on-screen confetti and then select picklist values and a frequency for triggering the animation.
For frequency, if average users reach celebration values more often, set celebrations to occur less often. For example, for a New Business path where opportunities are hard won, trigger confetti every time by selecting a frequency of Always. Or let’s say you have a Renewal Business path where reps can close a lot of opportunities every day. Trigger confetti on random closed opportunities by selecting Often or Sometimes.
- Format :
You can change the appearance of the Path. In linear ones, completed steps show a checkmark. In non-linear ones, completed steps show the step name.
It can be configured in the record lightning page by clicking on the Path component and set the format setting.
- Color of the Path :
You can’t configure directly the color of the Path but the color is set by the ones used in the Lightning theme applyied to your org.
You can check them in Setup / Themes and Branding.
Remark: Using a standard theme other than “Lightning Blue” or a custom theme result in the following: there is not a lot of difference between validated stages and the current one
