You might be aware of a cool little feature of Salesforce Lightning called ‘Salesforce Celebration’, where, when a user reaches a certain stage of an opportunity, they can be celebrated with confetti which virtually explodes on their screen!
One of our lovely customers asked us about this the other day, so we thought we’d share a little ‘how-to’ blog, if, like them, you’re also keen to implement this fun feature.
It’s a great little add-on which can improve your user adoption quite significantly, and only takes a few minutes to do!
On an Opportunity, you can see all the stages in which they go through. Using something called a ‘Path’ you can get a visual representation of where the opportunity record is in the Stage Lifecycle.
Along with the path (which has to be added via a Lightning Record Page), you can add Guidance for success, which gives users advice for each stage, like which fields they should fill in etc.
At the end of setting up a path, there is the option to add Confetti! And it’s definitely one of the most joyous parts of Salesforce, in my opinion.
Here, you’re able to set which stage you want confetti to explode at (this can be more than one stage) and the frequency of how often it should appear.
For example, you could have it set to fire confetti when the stage is Closed Won, but you only want the frequency of the confetti to be set to either ‘Rarely’, ‘Sometimes’, ‘Often’ or ‘Always’.
To set up a Path, follow these steps:
- Go to setup
- Search for ‘Path’
- If this is the first path that you have created, then you’ll need to enable it by pressing ‘Enable’.
- You’ll then need to choose a name and choose a picklist in which you want it to run off.
- On the next page, you’ll need to choose your Guidance for Success. Here, you can choose which fields to suggest at each stage, as well as a rich text field where you can put any advice.
- On the last screen, you can activate the path, and also set the confetti. And there you have it!