Empower Salesforce Path with Welkin’s Customizable Path : Vladimir Gubanovich

Empower Salesforce Path with Welkin’s Customizable Path
by: Vladimir Gubanovich
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Vladimir Gubanovich is the Head of Product at The Welkin Suite and Head of Salesforce Development Department at Polytech Software. He’s been working with the Salesforce platform and The Welkin Suite for many years already and knows their strengths and bottlenecks first hand.

Nowadays, Salesforce is probably the most sought-after platform providing CRM service. The products it offers help companies make their performance more productive, increasing customer satisfaction and bringing value to their business.  Salesforce allows customizing the already existing applications according to user needs and this is a big plus.  But on the other hand, customizing can take a lot of effort, not to mention time. What is more, it can cause mix-ups if you have to create dozens of validation rules, for example.

These inconveniences are possible to avoid using Welkin’s Customizable Path as it provides the user with out-of-the-box features standard Salesforce Path doesn’t have.

To make more developers or Salesforce users aware of this I have decided to share this information with you.

Real-life case study

Not long ago, we were contacted by a customer who was using the Salesforce platform for their sales processes. These processes involved six different teams that changed each other’s status from time to time, although they were not supposed to. This made it necessary to restrict each transition to certain profiles and/or roles. Unfortunately, Salesforce doesn’t provide a built-in feature that can limit access to status changes. After fruitless attempts to enforce the limitations with numerous validation rules, the customer gave up and asked us for help.

To solve this problem, we offered him to try Welkin’s Customizable Path that has this feature out of the box. The only thing he should have done was to open Path configuration, switch to the Transitions tab, and click on the “Configuration” for transition permissions. It took him significantly less time and effort to fully configure Welkin’s Customizable Path and grant proper permissions than to customize everything from scratch.

As you can see no coding skills are needed. Everything can be done in a well-understandable standard Salesforce UI.

Some more advantages of using Welkin’s Customizable Path

  • Creating conditionally required fields without any validation rules

Status change restriction isn’t the only feature of Welkin’s Customizable Path that can make your life much easier. Another area where Welkin IDE can be pretty useful is conditionally required fields. In Salesforce, you can’t create conditionally required fields without writing validation rules. There is no need to mention all the inconveniences connected with that.

Welkin’s Customizable Path solves this problem simply and easily. With its help, you can configure transition screens with as many relevant fields as you need. Besides, Welkin’s Customizable Path also provides a simple way to create screens for each transition, including lists of optional and mandatory fields to be filled; guidance; building a 2-step status change with the 2nd screen that has fields that are shown or hidden depending on the values in the fields from the 1st screen.

  • Creating an unlimited number of fields

Salesforce Path provides only 5 key fields. It may seem not enough for users, no matter how hard they try to focus on the truly key fields.

In Welkin’s Customizable Path you can create as many fields as you need. This feature is available out of the box.

  • Building stage transition diagram

To be as productive as possible, businesses split their processes into stages. To make them clear, they use stage transition diagrams that can be quite complicated and hard to remember. Welkin’s Customizable Path facilitates this process significantly. Users should locate their “source” status in the first column and click on the “Add Transition” button nearby, adding all allowed transitions between statuses one by one. No other tool is needed for that. After transitions are configured, the allowed transitions will become highlighted and clickable, while transitions that are not available will be disabled. As a result, users will know in advance what they’re supposed to do next.

  • Improving Salesforce Approvals

Salesforce Approvals is a great tool that can be used, for example, to approve or reject financial requests as well as to forward them to the appropriate manager within a company. There is only one drawback: users have to check by themselves if a record is locked as a part of an Approval process.

In Welkin’s Customizable Path, the Path component automatically detects if a record is locked and places it in the most important part of a record page – in the Path. It allows users to notice it at once.

So what is Welkin’s Customizable Path? It’s a powerful tool that can be used instead of standard Salesforce Path, providing the user with out-of-the-box features standard Salesforce Path doesn’t have.

The 5 listed above solutions are just a few of the many Welkin’s Customizable Path can offer his customers. To find out more click https://insights.welkinsuite.com/customizable-path-for-salesforce.

November 17, 2021 at 03:46PM
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