Customize Opportunity Stages

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.

(This clip starts at the 8:31 minute mark, in case you want to rewind and watch the beginning of the step again.)

Accessibility

This unit requires some additional instructions for screen reader users. To access a detailed screen reader version of this unit, click the link below:

Open Trailhead screen reader instructions.

Introduction

The next leg of your journey to sales path creation involves customizing qualification stages. Here you’re able to provide guidance for success content. Like helpful signs pointing travelers in the right direction, this can include anything from tips, policy reminders, and best practices to links, Chatter posts, and videos—any material that helps sales reps close their deals quickly.

Set the Path

1. Click the Home tab within Setup.
   

2. Enter Path Settings in the Quick Find box, then select Path Settings.
   
3. Click Enable, then click New Path and fill in these values:
   
   • Path Name: North American Sales Path
   • API Reference Name: this field auto-populates
     
   • Object: Opportunity
     
   • Record Type: B2B Opportunitues
     
   • Picklist: Stage
     
4. Click Next.
   
5. Click the Prospecting tab.
   
6. Click Add/Update Fields under Fields.
   
7. Drag and drop these fields from Available Fields to Selected Fields:
   

• Account Name
  
• Expected Revenue
  
• Lead Source
  
• Next Step
  

13. Click Save.
    
14. Under Guidance for Success, enter the this text:
    

Learn how to make the most of Salesforce, and make your sales move more quickly and efficiently, by completing the trail Optimize Sales Features for Lightning Experience: https://trailhead.salesforce.com/trails/sales_admin

15. Click the Qualification tab.
    
16. Click Add/Update Fields under Fields.
    
17. Drag the following fields from Available Fields to Selected Fields:
    

• Close Date
  
• Amount
  

18. Click Save.
    
19. In the text box under Guidance for Success, enter this text:
    

Qualify the opportunity and confirm budget: What problems are they trying to solve? 
How does solving these problems help them? 
What is their budget?

20. Click the Need Analysis tab.
    
21. Click Add/Update Fields under Fields.
    
22. Drag and drop the following fields from Available Fields to Selected Fields:
    

• Expected Revenue
  
• Forecast Category
  
• Main Competitors
  

23. Click Save.
    
24. In the text box under Guidance for Success, enter the following text:
    

Check out this helpful Salesforce video, 3 Steps to Reduce Time to Close: https://www.youtube.com/watch?v=6KgdZZ5wOzM

25. Click Next.
    
26. Toggle Activate Your Path to the ON position.
    
27. Toggle Enable Celebrations to the ON position.
    

• Select Closed Won from the Available list and click the arrow to add to the Selected for Celebration list.
  
• Click Always from the Celebration Frequency list.
  

28. Click Finish.
    

Throw the (Virtual) Confetti!

You just enabled the virtual confetti feature to trigger when a specific Stage is selected. See the confetti in action when your reps follow the path to the summit (successfully close a deal).

1. Click the App Launcher and select Sales.
   
2. Click the Opportunities tab.
   
3. From the Opportunities list view, select My Opportunities.
   
4. Click United Oil Office Portable Generators. Note that none of these stages have guidance to success added as this opportunity is not the record type with guidance added.
   
5. Click the arrow next to the action buttons.
   

6. Select Change Record Type from the dropdown menu.
   
7. Ensure B2B Opportunities is selected and click Next.
   
8. Click Save. Note: Now that the opportunity is the correct record type, your guidance for success is viewable for the applicable stages. Feel free to adjust this opportunity's stage to see your adjustments in action. Be sure to adjust the stage back to Negotiation/Review before progressing.
   
9. Click the Mark Stage as Complete button.
   

10. Select Closed Won from the picklist and click Save.
    
11. Enjoy the celebration of a won opportunity!
    

There’s still a little ways to go. Head to the final step, where you have the opportunity to take in the view (the Kanban view, that is).