Скачать или смотреть Salesforce: How To Create & Configure Path Settings

Quick how-to for creating Salesforce path settings. Basic step-by-step for those who have not created path settings in Salesforce yet (also a good refresher video for those who have).

Steps:
0:00 - Intro
0:04 - Note: We will guide you through a tutorial to create & configure Salesforce Path settings to enhance user experience
0:08 - Step 1: Navigate to the Setup menu by clicking on the gear icon in the top right corner of your Salesforce interface
0:19 - Step 2: Search for 'Path Settings' in the Quick Find box, then click on 'Path Settings' under the User Interface section
0:31 - Step 3: Click the 'New Path' button to create a new path for your Lightning record page
0:43 - Step 4: Provide a name for your path & choose the object for which you want to configure the path for
0:54 - Step 5: Choose the picklist values that will represent each stage in your path by clicking on the 'Add Picklist Value' button & entering the appropriate values
1:05 - Step 6: Set default picklist value for the initial stage of the path by selecting the desired value & checking the 'Default' checkbox
1:15 - Step 7: Optionally add guidance for each stage by clicking on the 'Add Guidance' button & providing relevant instructions or information
1:37 - Step 8: Click on the color box next to the picklist value, then select select a color from the palette in order to customize the stages highlight color
1:54 - Step 9: Optionally enable 'Path Assistant' for guidance & key fields that help users navigate the path
1:58 - Step 10: Click 'Save' to save your path settings & make it available for use in your Lightning record pages
2:10 - Step 11: Edit your Lightning record page & add the 'Path Settings' component you just created
2:28 - Conclusion: You now know how to create & configure path settings in order to optimize workflow for more productive & efficient users
2:32 - Outro

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