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Configure Enablement Coaching Settings

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Configure Enablement Coaching Settings

Configure org-level participant labels and Omni Process mapping, then configure coach and coachee profiles. Coach profile settings control who the coach can add to a coaching, while coachee profile settings control the event lifecycle and validations.

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.

Add Omni Process Type

Add the Omni Process type and subtype values used by Enablement Coaching evaluations.

  1. From Setup, select Object Manager.
  2. In the Quick Find box, enter Omni Process, and then select Omni Process.
  3. Select Fields & Relationships.
  4. Search for and select Type.
  5. In the Type Picklist Values section, click New.
  6. Add a picklist value, such as EnablementCoaching.
  7. Save your changes.
  8. Select Fields & Relationships.
  9. Search for and select Sub Type.
  10. In the Sub Type Picklist Values section, click New.
  11. Add a picklist value.
  12. Save your changes.
Note
Note The Type value is stored in OmniProcess records and must match the org-level mapping and the type used for the coaching OmniScript.

Configure Role Mapping Settings

Map the coach and coachee roles for Enablement Coaching.

  1. From the App Launcher, find and select Admin Console.
  2. Select Enablement Coaching and then select Role Mapping Settings.
  3. For Coach, select a persona for the coach's role.
  4. For Coachee, select a persona for the coachee's role.
  5. For OmniProcess Type, enter the name of the Omni Process type associated with the enablement coaching. This is the Omni Process Type picklist value you created earlier.
  6. Save your changes.
Note
Note Use Translation Workbench to translate configured labels. Changing the mapping doesn't change existing coaching events.

Configure Coach User Profile Settings

Control which user profiles coaches can select as coachees, including profiles eligible for peer coaching.

  1. From the App Launcher, find and select Admin Console.
  2. Select Enablement Coaching and then select Coach User Profile Settings.
  3. For Apply Settings To, select whether you want to apply the settings to all the profiles in your org or to a specific profile.
    • To apply the settings to all the profiles in your org, select SOrg Default.
    • To apply the settings to a specific profile in your org, select Profile.
  4. In the Profiles Eligible for Coachee Role section, select all the profiles of users who can be added as coachees in an enablement coaching event.
    Note
    Note If you don't select any profiles, a coach can't add any coachees to enablement coaching events.
  5. To allow peer coaching, follow these steps.
    1. For Apply Settings To, select Profile, and then select a coach's user profile.
    2. In the Profiles Eligible for Coachee Role section, select a coach's user profile.
  6. Save your changes.

Configure Coachee Settings

Configure coachee engagement, evaluation score visibility, hierarchy limits, and overlapping programs in Enablement Coaching.

  1. From the App Launcher, find and select Admin Console.
  2. Select Enablement Coaching and then select Coachee Settings.
  3. For Apply Settings To, select whether you want to apply the settings to all the profiles in your org or to a specific profile.
    • To apply the settings to all the profiles in your org, select SOrg Default.
    • To apply the settings to a specific profile in your org, select Profile.
  4. Configure Coachee Engagement settings.
    1. To enable self evaluation in the Enablement Coaching workflow, select Allow coachees to perform self evaluation.
    2. To enable Acknowledgement in the Enablement Coaching workflow, select Allow coachees to acknowledge the enablement coaching outcomes.
  5. Configure Evaluation Score Visibility settings.
    1. To display the total score of the current evaluation in the enablement coaching page, select Show coachees' current evaluation score.
    2. To enable the Show previous evaluation score toggle in the enablement coaching page, select Show coachees' previous evaluation score.
    Note
    Note When both these settings are selected, the previous total score is shown alongside the current total score.
  6. Configure Rules and Validations
    1. To restrict coaches from adding subordinate coaches beyond a specific number of reporting levels, select Limit coachee selection by hierarchy levels. Hierarchy validation relies on the Manager field on the User object.
    2. For Hierarchy Limit, select the number of reporting levels.
    3. To prevent coachees from being included in more than one active coaching program simultaneously, select Prevent overlapping coachings. Overlap validation checks active, accessible events with overlapping planned dates (excluding any marked as Completed or Cancelled).
  7. Save your changes.
 
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