Skill

Configure Path in Salesforce Lightning

October 2019 with Jamie Grettum

Join Jamie Grettum as she covers the purpose and intention of the Path feature in Salesforce Lightning.

Learn how to add Picklist Values to Opportunity Stages and how to create Sales Processes, Opportunity Record types, Path records, and more.

Recommended Experience

Completion of the Salesforce Lightning for Business Users course is recommended

Recommended Equipment

None

Related Certifications

None

Related Job Functions

If you possess a role in Sales or Marketing, this training will benefit you

Jamie Grettum has been a CBT Nuggets trainer since 2017 and possesses a wealth of Salesforce knowledge and experience she wants to share with others.

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Videos in this skill

1. Adapting Path in Salesforce Lightning for Your Business Processes (5:23)
2. Configuring Business Processes to Prepare for Path (7:56)
3. Creating Record Types to Support Business Processes and Path (5:11)
4. Securing Helpful In-Context Guidance for Users in Path (2:54)
5. Building Custom Path Records (7:24)
6. Customizing Path Defaults for a Speedy Rollout (10:47)

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