Setting up a Path in Salesforce Lightning Experience
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- Опубліковано 3 січ 2018
- Live Salesforce Training - courses.mikewheelermedia.com/...
Paths are powerful things that can be set up on more and more objects in Salesforce. In this video, I demonstrate how to set up a Sales Path in Lightning Experience for Opportunities. Paths enable you to highlight key fields and tips for success for your Salesforce users.
The 'Salesforce Sales Cloud Consultant Certification Course' by Mike Wheeler - learn.mikewheelermedia.com - contains over 11 hours of in-depth video instruction to fully prepare you for the Salesforce Sales Cloud Consultant Certification Exam. The course covers each Knowledge Area found in the Sales Cloud Consultant Exam Guide. The course is geared towards those that are already certified as an Administrator on the Salesforce platform, since the Sales Cloud Consultant Exam has a pre-requisite that you must already be a certified admin before you can register for the test.
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This is a much better demonstration than Salesforce has made available on their own channels. Thank you.
Mike Davis Thank you. I appreciate the feedback.
This is awesome! I am actually in the middle of the video but felt the urge to put a comment right now :)
Awesome! Thank you!
Mike, thank you for posting this on UA-cam. I've purchased your classes on Udemy, and am well along my way in my Salesforce career. Very appreciative of the fact that you putt this piece out in the open, as it came in very handy today.
Glad it was helpful. I am a big fan of paths - some would call me a paths nerd, and I would be ok with that.
Mike many thanks for your work. I am preparing myself for the salesforce admin certification and have already purchase all your courses on udemy which are very helpfull for me. Greetings from Germany
Dawid Sobkowiak you are welcome. Thank you and good luck on the exam.
Good job Mike
EveningEcho89 thank you
Very clear and helpful.
Thank you.
Is it possible to create a path from the Status Picklist Field?
Guillermo Jimenez Varela yes, you can select any picklist field on whatever object you are building a path for.
How can I change or add more sales path processes? like Instead of being - "Prospecting - Sample sent - Qualification". Is there a way to customize that? Many thanks Mike
You can customize a sales path specifically by creating or modifying Opportunity Record Types and their underlying Sales Processes and then create a path specific to the record type(s) on Opportunity that you wish to include a path for.
@@RapidReskill Thanks Mike, but if you could do a video on this by choosing more than one paths, it would be really helpful. Thanks in Advance !