Path Assistant is one of the essential tools that optimizes the business sales process and enhances operational efficiency. It can be approached from two perspectives: the business aspect and the user aspect.
From a business perspective, it helps simplify complex data analysis and decision-making, aiding admins in implementing successful sales strategies. When selling a specific product or service, it provides the optimal approach, considering the features of the product and market trends. For example, in a situation where a new product line is being introduced, Path Assistant identifies the potential customer base for that product and assists in optimizing the sales strategy for a successful launch.
From a user perspective, it can be seen as a kind of 'visual user manual' for users unfamiliar with the Salesforce system, indicating the actions required at each stage and informing them of the fields that need to be filled to progress to the next stage.
Personally, due to the advantages on the user side, it is frequently used. By showing what actions are needed at each stage, it becomes a factor that positively impacts the business.
Case 1: No Path Assistant
- If the stage is changed and the AccountId field is empty, show the validation.
AND(ISCHANGED(StageName),
ISBLANK(AccountId))
Currently, there is only one validation, but as the process becomes more complex, the number of validations will increase. Users who are not familiar with the system will just try to update without knowing requirements. If the validation messages are well-detailed, users can understand what field information is required. However, in the case of unfriendly messages, the process can be delayed. In such situations, users may complain, saying, "I can't proceed because there's an error."
However, if you use Path Assistant, these issues can be handled.
Let's Check Path Assistant
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