salesforce path confetti

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August 1st, 2020

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Requirements change, new programs launch, […]Join us and discover the new Spring ’20 release features for Admins and Developers. Admins can enable Celebration and customize when users will experience the on-screen confetti for updating a record with Path. You can set the celebration to fire off at any stage, and also choose the frequency of this. Celebration is a fun, visual way to engage your users and celebrate wins with them right on their Salesforce screen. 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. Salesforce Confetti Celebration. After all, maintaining your Salesforce org is hard work and a lot of times complex changes go unnoticed by end users! Are you planning to use Path Celebration in your orgs? Toss some virtual confetti when reps reach a designated path stage, such as winning an opportunity. 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 provided the Frequency options for the customers who want to celebrate a business process that happens many times per day. 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? 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. A confetti celebration creates a little fun when reps reach a milestone. Salesforce Celebration Features. 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. Didn’t you learn a lot more than by stumbling through on your own? In the Summer ’19 release we are excited to announce a brand new way to engage and delight your users: Salesforce Celebration!Salesforce Celebration is a brand new way for Admins to drive user adoption and engagement in Lightning! Maybe some reps would appreciate confetti multiple times a day. In Setup, use the Quick Find box to find Path Settings. Help your teams celebrate their successes. We built it because the community asked for it! In Setup, use the Quick Find box to find Path Settings. Celebration is a fun, visual way to engage your users and celebrate wins with them right on their Salesforce screen. For more information on migrating to Lightning, check out the In Setup type in “Path” in the search bar to find Path Setting. When a user updates a record using Path, they experience in-app confetti! Enable Path to create a path, or edit one.

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.

LeeAnne Rimel Enable Path to create a path, or edit one. This change applies to Lightning Experience and all versions of the mobile app in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.A confetti celebration creates a little fun when reps reach a milestone.

That little moment of confetti can incentivize your users to get the right data into Salesforce This is just the beginning for us! We know each release brings with it lots of amazing new functionality and there can be a lot to digest. 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. 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.

The confetti settings are in step three of creating a path.Now it’s your turn to try to create some fun with confetti! Do you have ideas for other moments where fun would add to functional? When a user updates a record using Path, they experience in-app confetti! A while back we published a blog post on Celebrations are part of Path, which is only available in Lightning. 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. With Learn MOAR, we’re packaging the release and bringing it to you in manageable, bite-sized pieces. Here is a rough break down of the Frequency options:As always, you know your organization best.

Now it’s your turn to try to create some fun with confetti! With the addition of Celebrations, you’re just a few clicks away from driving adoption and usage to the next level. Join Natalie, Sr Salesforce Services from Cloud Adoption Solutions, as she shows you how you can use the Salesforce Sales Path and *confetti* to really celebrate the wins with your sales team!

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?

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