Paths in Salesforce provide loan officers with a visual guide outlining the essential stages to follow when navigating through a sales process. These customized paths can encompass critical fields that must be filled out by reps before progressing to the subsequent stage in the sales journey. This article explains how to Optimize business Processes with Path in Salesforce.
Creating record type
- A path has to be associated with a record type.
- So before creating a path, create a record type for the respective object.
- In this eg., we have created a Record type ‘Borrower record’ on the loan object and associated it with a sales process called ‘Loan process we already created.
- This is done by navigating to Setup-Object Manager-Loan-Record Types-New Record type.
How to create a path in Salesforce
- Go to Setup
- Type Path Settings in the Quick find box
- Click Enable
- Click ‘New Path’
- Select Remember user’s Path preferences checkbox.
- Give an appropriate name to the new path
- Select the object. The object we have chosen here is ‘Loan’.
- Assign a record type for the path.
- Select the Picklist field of the object to be shown in the path.
- In step 2, you will be asked to select the key fields to be shown for each step of the path.
- Click Save.
- Specify your “Guidance for Success” on each step.
- Click Next.
- Make sure your path is activated.
- You can Enable Celebrations by turning on Enable Celebrations
- Select the picklist value for celebration. When a loan officer reaches this stage for any record, on -screen confetti celebrations will be visible to them.
- Choose the celebration frequency.
- Click Finish
- Create a loan record of Borrower record type to see what we have done in action.
- Select the stage ‘Closed’ and click on ‘Mark Loan Stage as Complete’.
- The confetti celebrations will be visible now.
To learn more about paths in Salesforce, click Guide Users with Path (salesforce.com)
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
