π― Customize a Sales Path in Salesforce Project β Empower Your Sales Team!
In this hands-on project, we walk you through how to create and customise a Sales Path in Salesforce to guide your reps through every stage of the sales process. Whether you're managing new reps or streamlining complex deals, Sales Path helps ensure consistent execution and improved productivity.
π‘ What Youβll Learn:
What a Sales Path is and why it matters to your sales process
How to add key fields and guidance at each stage of the opportunity
How to customise picklist values and update the Path settings
Best practices to drive sales engagement and help reps close deals faster
π§ Hands-on steps include:
Creating a custom Path for Opportunities
Assigning it to a record type and object
Configuring helpful guidance and required fields for each sales stage
This video is ideal for Salesforce Admins and Sales Ops professionals looking to make the most out of Salesforceβs built-in productivity tools.
π Based on Trailhead Project:
tinyurl.com/mr3jezy3
π Skill Level: Beginner to Intermediate
π οΈ Tools: Salesforce Lightning Experience
π Start building smarter sales processes today!
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