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Create and Plan an Enablement Coaching Event
Schedule a coaching evaluation, select its assessment, assign one coachee, and optionally relate visits. The coach and assessment definition become read-only after creation, and the coachee becomes read-only after assignment.
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. |
| User Permissions Needed | |
|---|---|
| To create and manage coaching events: | Manage Enablement Coaching |
Create an Enablement Coaching Event
Create and schedule an Enablement Coaching event with an active assessment definition.
- From the App Launcher, find and select Enablement Coachings.
- Click New.
- Enter a name for the enablement coaching event.
- For Status, select Planned.
- Select an active Assessment Definition.
- Select a planned start date and time. By default the event is created for a 30 minute duration.
- Save your changes.
Create an Enablement Coaching Event from Calendar
Schedule an Enablement Coaching event directly from Calendar.
- From the App Launcher, find and select Calendar.
- Click the plus icon, or click an empty slot on the calendar grid.
- Select Enablement Coaching.
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On the New Enablement Coaching window, complete the required fields.
- Enter a name for the enablement coaching event.
- For Status, select Planned.
- Select an active Assessment Definition.
- Select a planned start date and time.
By default the event is created for a 30 minute duration. - Save your changes.
Add a Coachee
Assign an employee as the coachee for a planned Enablement Coaching event.
- From the App Launcher, find and select Enablement Coachings.
- Select an enablement coaching event that’s in Planned status.
- Select the Evaluation tab, and then click Add Coachee.
- For Coachee, select the employee you want to add as the coachee for the event.
- Click Add.
Note If you can’t find the employee in the search results, ask your Salesforce admin to check
the Coach User Profile settings.
Add Related Visits
Relate field visits to an Enablement Coaching event to provide context for the evaluation.
- From the App Launcher, find and select Enablement Coachings.
- Select an enablement coaching event that’s in Planned status.
- Select the Related tab.
- In the Enablement Coaching Sessions section, click New.
- For Related Record, select the related visit.
- Save your changes.
Note Similarly, add all other visits related to the enablement coaching.
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