How to deploy a Salesforce Sales Path
Kevin Boyle on February 18th 2016
In the words of Salesforce itself, Sales Paths are a feature of Salesforce that “keep sales reps focused on what’s most important to close deals fast. By guiding reps to the right fields and sales content at the right time, Sales Path enforces and ensures adoption of your company’s sales process.”
These sound like a great addition to any Sales Cloud, but how do you deploy them?
Can you deploy sales path settings? Not seeing an option in Change Set Components. #askforce— Steve Williams (@MrSteve_W) February 17, 2016
We hadn’t done any testing of this feature ourselves, so thought it might be fun to try with Gearset. It turned out that deploying Sales Paths with Gearset is as easy as deploying anything else :)
1. Set source organization
The first thing I need to do is pick which org I've built my Sales Path in. Gearset connects to your org securely over OAuth with nothing needed to be installed in any of your orgs.
2. Set target organization
Now I pick my target org.
3. Customize your comparison
We don’t include Sales Path, or
PathAssistant as they are technically known, in the default set of types that we compare but it only takes a second to add that before comparing.
4. Kick off the comparison
When I start the comparison, Gearset will download the metadata from both orgs and do a semantic diff pulling apart objects, and stitching them back together as required.
5. Select changes to deploy
6. Validate or deploy
Our package has been all built, easy now to validate, deploy or save for deployment later.
Now my target org has been updated with a Sales Path and the Sales Reps now have the startling insight this Sales Path provides to 'Increase Annual Revenue'
If you need to deploy Sales Paths or any other Salesforce metadata, then try our totally free 30-day trial here