Is there a way to add a process or steps for users in Sales Cloud. We are upgrading to Salesforce lightening and would like to add the step of a process in each relevant object (page) for the user to look at. Please note, that we don't use service cloud yet. They only option I have to use is Sales cloud
1 answer
- Are you referring to some sort of guidance for users? If that's the case then you can utilize path. Navigate to setup -- Path settings.
You can have a custom path for specific object with important fields on top. This helps user to visualize the path and also guides on next step.
