📊 Visualize Your Sales Progress | Salesforce Path & Kanban Views Explained

Welcome back to The Declarative Academy! In this session, we’re exploring how Salesforce Lightning helps your sales team stay on track and close deals faster using two powerful tools: Path and Kanban View. 💡 Whether you're new to Salesforce or preparing for your Admin Certification, this video will show you how to guide users through their sales process step-by-step—while keeping everything visual, actionable, and easy to manage. 🔍 In this video, you’ll learn: What the Sales Path is and how to configure it How Path helps reps stay focused with key fields and success guidance What the Kanban View is and why it’s a game-changer for visual pipeline management How to use Kanban to spot bottlenecks and drag-and-drop deals between stages Admin tips to enable and customize both features for maximum impact 📚 Based on the official Trailhead unit: Visualize Success with Path and Kanban https://tinyurl.com/33s4x493 🎓 Perfect for: New Salesforce Admins Sales Enablement teams Anyone studying for the Salesforce Certified Administrator exam 🔔 Subscribe to The Declarative Academy for beginner-friendly Salesforce tutorials, Trailhead walkthroughs, and certification prep! #SalesforcePath #KanbanView #SalesforceAdmin #LightningExperience #SalesforceCertification #DeclarativeAcademy Main Theme (Overture) | The Grand Score by Alexander Nakarada