Tuesday, 5 November 2019

[#Blogged] - Sales Milestones Confetti in Salesforce

Help your teams celebrate their successes. Toss some virtual confetti when reps reach a designated path stage, such as winning an opportunity. You can choose the frequency, such as always for those hard-won victories or only sometimes for daily occurrences. Celebrations don’t work on the status Converted on leads. 

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. In Setup, use the Quick Find box to find Path Settings. Enable Path to create a path, or edit one. The confetti settings are in step three of creating a path.