Salesforce.com Spring ‘17 preview has been there for almost a month now, so I’ve had some time to play with it and I must say there are some great new features added. With only a couple of weeks to go before the release is on the production instances, I thought I would share my favourite feature I discovered so far. No, it was a hard choice as there are many features added and I must admit I am amazed with the speed that Salesforce delivers new functionalities on Lightning Experience.
While this feature is great for opportunities, it can be used for a lot of different business processes in your Salesforce environment. And the interesting part of this feature is that you can guide your users to fill out the most important fields step by step in your path.
On the configuration of the path you can decide which fields are important on which step. You can add fields and you can even add a rich text comment to support your users in their business process.
So when you defined the fields that are needed at every step in your path those fields are put on top of the page whenever you change the status of the project. So instead of opening the complete page in the edit mode you will get the most important fields right at your fingertips. You can also add validation rules to force a user to complete the necessary fields.
In the past if you wanted to accomplish such functionality you needed the more advanced Flow mechanism to build screens and then guide your users through this process. With Path it makes it a lot easier to set this up. Of course ‘Flow’ is a more advanced way of doing this and you can do a lot more with ‘Flow’ than just add some fields at every step but this could be addressed in a further blogpost.
With ‘Path’ you can also create different Paths per RecordType so that not all users need to follow the same process. It gives you great flexibility in how you set up your processes for your users and it makes it very clear if you add a good description and maybe some links to external content.
So go and check out this great new feature and start applying those Paths to your custom objects!