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Configure Access to Enablement Coaching
Provide business admins, coaches, and coachees with the role-specific access required to participate in enablement coaching events. Create coach access from the standard field sales representative permission set so that only designated users can create and manage coaching events.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
Assign Required Permission Sets to Business Admins
Give business admins the permissions required to configure and manage Enablement Coaching.
- From Setup, in the Quick Find box, enter Users, and then select Users.
- Select a user with an administrator profile.
- In the Permission Set Assignments related list, click Edit Assignments.
- Select the Life Sciences Commercial Admin and Life Sciences Core permission sets, and click Add.
- Save your changes.
Assign Required Permission Sets to Coachees
Give coachees the permissions required to participate in Enablement Coaching events and complete evaluations.
- From Setup, in the Quick Find box, enter Users, and then select Users.
- Select a user.
- In the Permission Set Assignments related list, click Edit Assignments.
- Select the Life Science Field Sales Representative and Life Sciences Core permission sets, and click Add.
- Save your changes.
Configure Required Object Access for Coachees
Grant coachees read access to the Enablement Coaching objects used in their coaching events.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Edit the user profile.
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In the Standard Object Permissions section, ensure that Read access is enabled for the
following objects. If not, enable Read access.
- Enablement Coaching
- Enablement Coaching Attendee
- Enablement Coaching Session
Configure Required Field-Level Access for Coachees
Grant coachees access to view development plans and enter acknowledgement comments.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Select the Field Sales Representative profile, and click Edit.
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In the Field-Level Security section, grant coachees edit access to the required fields of
the Enablement Coaching object and Enablement Coaching Attendee object.
- To allow coachees to view their development plans, click View next to the Enablement Coaching object, and grant read access to the Enablement Plan Comments field.
- To allow coachees to enter acknowledgement comments, click View next to the Enablement Coaching Attendee object, and grant edit access to the Comments field.
- Save your changes.
Assign Required Permission Sets to Coaches
Give designated coaches the permissions to create and manage Enablement Coaching events.
- From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
- Clone the Life Science Field Sales Representative permission set.
- Open the new permission set, and then click Object Settings.
- Select the Enablement Coachings object.
- In the Object Permissions section, grant create, read, edit, and delete access.
- Similarly, grant create, read, edit, and delete access for the Enablement Coaching Attendee and Enablement Coaching Session objects.
- Go back to the Permission Set Overview page.
- Click System Permissions, and then click Edit.
- Enable the Manage Enablement Coaching permission.
- Save your changes.
- Assign the cloned permission set and the Life Sciences Core permission set to all the users who can coach employees.
