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Sales Programs and Partner Tracks with Enablement
Assign Users to Enablement Programs with a Flow

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Assign Users to Enablement Programs with a Flow

Create a flow that assigns users to an Enablement program when they satisfy certain criteria.

Required Editions

Available in: Lightning Experience
Enablement is available in Developer Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: Enterprise, Performance, Unlimited, and Einstein 1 Sales Edition Editions for an additional cost
Enablement Lite is available with Sales in: Enterprise, Performance, and Unlimited Editions
Partner Enablement is available in Developer Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: Enterprise, Performance, and Unlimited Editions for an additional cost. A supported PRM add-on license is required.
User Permissions Needed
To create a flow in Flow Builder: Manage Flow
To assign or unassign programs:

Design and Deliver Enablement Programs

OR

Design and Deliver Enablement Lite Programs

Ensure that users have the required permission for taking the type of program you’re assigning. Otherwise, the assignment fails.

  1. Create a flow.
    1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
    2. Click New Flow.
    3. Select the flow type you want to use. We recommend Record-Triggered Flow.
    4. Click Create.
  2. To query for a Program ID, add a Get Records element.
    1. In Flow Builder, click Add element to add an element.
    2. In the Add Element panel, search for Get Records and select it.
    3. In the new element panel, enter a label, API name, and description.
    4. For the Object field, search for Enablement Program and select it.
    5. Complete the remaining fields.
    6. Save your changes.
  3. To assign the program, add an Action element to the flow.
    1. After the Get Records element, click Add element to add another element.
    2. Click Action.
    3. Search for Assign Enablement Program and select it.
    4. For Assignee ID, select $User and then Id. The expected final value is {!User.Id}.
    5. For Notification User ID, enter a formula for the user who you want to notify when the assignment is complete, such as an Enablement admin or a manager.
    6. For Program ID, select Enablement Program from the Get Records action you created, and then click ID. The expected final value is {!GetRecordsElementAPIName.Id}, where GetRecordsElementAPIName is the API name you entered for the Get Records element.
    7. For Start Date, select $Flow and then CurrentDate. The expected final value is {!$Flow.CurrentDate}.
      If you enter a hard-coded date, the date ends up in the past, causing the assignment to fail. Use a formula to set a date in the future.
    8. Click Done.
  4. Save and activate the flow.
    1. Click Save.
    2. Enter a flow name, API name, and an optional description.
    3. Click Done.
    4. In Flow Builder, click Activate.

The assignEnablementProgram invocable action counts against your org’s Bulk API 2.0 limits. To help avoid these limits, we recommend that you bulkify your request.

See Also

 
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