Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, …
If it’s your first time here you need to “Enable” path, after that you can select the “New” or “Edit” button to Once you’ve enabled Celebrations you’ll need to select the Picklist options that will trigger your confetti and set your Celebration Frequency. Salesforce Confetti Celebration. The confetti settings are in step three of creating a path. To set up Salesforce Celebration, all you need to do is edit your path, and on the last screen, you will see options for the celebration. Didn’t you learn a lot more than by stumbling through on your own? Salesforce releases are an exciting time for Salesforce Admins to explore new ways to connect with users, champion productivity, and drive innovation at your company. We provided the Frequency options for the customers who want to celebrate a business process that happens many times per day. Leah Scampoli The confetti settings are in step three of creating a path.Now it’s your turn to try to create some fun with confetti! Maybe some reps would appreciate confetti multiple times a day. After all, maintaining your Salesforce org is hard work and a lot of times complex changes go unnoticed by end users! Do you have ideas for other moments where fun would add to functional? Making changes to the user experience in Salesforce is critical when you’re supporting a business that is fast-changing, needing to pivot, or expanding. Help your teams celebrate their successes. For more information on migrating to Lightning, check out the In Setup type in “Path” in the search bar to find Path Setting. LeeAnne Rimel We know each release brings with it lots of amazing new functionality and there can be a lot to digest. In Setup, use the Quick Find box to find Path Settings. We built it because the community asked for it!
Learn in-demand skills that lead to top jobs with Trailhead, Connect, learn, have fun and give back with #AwesomeAdmins across the globe. However, a visual indicator like this is a great way to let users know that the application is evolving and improving to meet their business needs.So how did Celebration come to be?
The good news is that Path is Record Type specific so you can set your frequency to “Sometimes” for a Renewal Record type Path while setting it for “Always” on a New Business Record Type Path. Celebration is a fun, visual way to engage your users and celebrate wins with them right on their Salesforce screen. That little moment of confetti can incentivize your users to get the right data into Salesforce This is just the beginning for us! Rebecca Saar In Setup, use the Quick Find box to find Path Settings.
For example in the image above we’ve configured Celebration on “Closed Won” opportunities, but what if you’re a renewals rep and close dozens of opportunities per day? Salesforce Celebration Features. I know I would, but I’m a Millennial.Now the fun part, once Path Celebration is configured your users will see confetti when they use Path to update their records.The Path component was already an incredible way to create clarity for your users. We are all about the community and sharing ideas. A nice little addition to the Summer ’19 release is the added ability to add a confetti celebration once an Opportunity sales path (Or any other path), hits a certain stage. You can set the celebration to fire off at any stage, and also choose the frequency of this. A while back we published a blog post on Celebrations are part of Path, which is only available in Lightning. Give Users More Confetti Celebrate progress with a virtual confetti toss as your user reaches a designated Path stage on a product request or product request line item. The frequency option adds an element of spontaneity to make sure the Celebration animation keeps its magic. Use #SalesforceCelebration to let us know!Aria is Director of Product Management responsible for Path, Kanban, and Opportunity Management.Editor’s Note: This is one of our most popular posts, so we’ve updated it with the latest information and resources. You can choose the frequency, such as always for those hard-won victories or only sometimes for daily occurrences.
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