Path Setting in Salesforce

Have you ever been on the verge of closing a deal but wished for a clear guide to keep track of each step in the sales process? That’s exactly where Salesforce Path comes in to help.

Salesforce Path is like a visual roadmap that helps you see exactly where a record is within a process, laid out in a clear diagram.

The path is built as a Lightning component, meaning you can place it on a variety of records, from standard objects like Account, Asset and custom objects.

Path allows all sorts of workflows, ensuring your team has a consistent way to track progress and understand what’s needed at every step.

The most common use case for Path in Salesforce is in Opportunities object.

Setting Up Path in Salesforce

1. Go to Setup and search for Path Settings.

2. Click Enable if it’s not already on.

3. After enabling, hit New Path to create one.

4. Select the object and record type for which you want to create the Path.

5. Choose the key fields to highlight at each stage. These are the fields your team should focus on for each step, so think carefully about what’s essential.

6. Review and Activate your Path

Advantages of using Salesforce Path

• Quickly identify the current stage of any record.
• Highlight the most important fields for each stage.
• Path allows you to add customized tips for each stage

Conclusion

Path settings in Salesforce are designed to help your team work more efficiently, with greater consistency across each stage of your processes. Whether you're helping your team navigate lead qualification, resolve cases, or manage custom business workflows, Path offers a powerful, structured approach that can truly transform the way they operate.

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