I demonstrate setting up a Path in Lightning Experience. I cover the Key Fields and Guidance for Success that guide you in filling in the most important information on an opportunity as it travels through the different stages of your sales process.
I then show you how to configure and set up the Path in your own Salesforce instance via Setup.
In this lecture, I demonstrate how to create a Custom Button. This button executes JavaScript, which populates today's date into the Close Date field on an opportunity. We also add the custom button to the page layout in order to test it out and see it in action.
Resource:
Custom Button Code - ...
In this lecture, I demonstrate how to create a Custom Button and add it to a page layout.
In this lecture, I demonstrate how to create a Custom Link and add it to a page layout.
