Sales Programs and Partner Tracks with Enablement

Accelerate business outcomes with sales programs and partner tracks delivered to users in the flow of work. Drive revenue growth with sales programs in Lightning Experience or build brand loyalty in your Partner Relationship Management (PRM) site, built with Experience Cloud. Track the performance of your programs with built-in analytics. Create programs for your products, services, or processes and track progress that users make toward measurable milestones and outcomes.

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 Cloud, Service Cloud, or the Salesforce Platform in: Enterprise, Performance, Unlimited, and Einstein 1 Sales Edition Editions for an additional cost

Enablement Lite is available with Sales Cloud 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 Cloud, Service Cloud, or the Salesforce Platform in: Enterprise, Performance, and Unlimited Editions for an additional cost. A supported PRM add-on license is required.

Note Sales Cloud is now Agentforce Sales. You may see references to Sales Cloud in our application and documentation.

• Enablement Rollout Guide
  Build, launch, and track Enablement programs that help your company’s sales reps achieve revenue outcomes and that grow your business with partner engagement and loyalty.
• Driving Business Outcomes with Enablement
  Enablement teams can build and launch programs that drive the business outcomes most important to your company. Enablement analytics let teams prove the effectiveness of their enablement strategy and iterate on it over time with automated progress tracking.
• Setting Up Enablement
  Before you can start creating and completing Enablement programs, Salesforce admins must complete some setup steps. Review Enablement roles and assign appropriate permissions for building and completing programs. For sales programs in Lightning Experience, you can set up Einstein Conversation Insights (ECI) so that Enablement admins can add conversation-based outcomes and milestones.
• Getting Started with Sales Programs Quickly
  Reduce the time required to bring sales programs to production by installing programs from managed packages or choosing a program template in Program Builder.
• Building Enablement Measures
  Enablement measures specify the job-related activity that correspond to outcomes and milestones in Enablement programs. A measure identifies the source object, related objects, fields, field values, and logic that you want to associate with a particular activity you want to track. Measures and programs are separate objects in Salesforce so that you can define a measure one time and then reuse it across multiple programs or use it multiple times in one program. To help you get started, some prebuilt measures are available, or you can create measures from scratch.
• Designing Enablement Programs
  For all program types, you can design and assemble your own Enablement program from start to finish. Build Enablement milestones, add your exercise content, and organize your program in Program Builder. Review considerations and guidelines along the way.
• Integrating Einstein Coach with Sales Programs
  Einstein for Sales with an Enablement add-on license enables sales reps to close deals better by providing them with the opportunity to practice and perfect their sales pitch before that initial interaction with a prospect. Einstein Coach provides reps with personalized and actionable feedback on how to improve their sales pitch.
• Managing Partner Enablement Programs
  Show Partner Enablement programs to partner users in supported Experience Cloud sites as part of your Partner Relationship Management (PRM) strategy. Partner Enablement programs are also called Partner Tracks. Work with your site developer to build partner experiences that show Enablement programs, outcomes, milestones, and exercises in site pages where partners interact with your brand.
• Launching Enablement Programs
  After you develop programs and measures in a sandbox, deploy them to production. Make Enablement programs available to users by publishing programs, assigning programs to users directly, and sharing programs so uses can self-enroll.
• Take Enablement Programs
  You can take Enablement programs when an Enablement admin assigns you to a program or shares a program with you for self-enrollment. Take an assigned program starting at 12 AM on the start date, or take a self-enrolled program anytime after you enroll.
• Tracking Enablement Program Progress
  See how users are performing against an Enablement program’s outcomes, milestones, and exercises. Prebuilt dashboards and reports provide insights to help you analyze how well Enablement programs are changing behaviors and improving business outcomes.
• Maintaining Enablement Programs
  Manage the quality of your Enablement programs over time. You can clone existing programs, remove users, unpublish programs, or edit programs you already published.
• Enablement Limits
  When creating Enablement measures, creating Enablement programs, and making programs available to users, keep limits for measures, programs, and enrollment in mind.
• Supported Languages for Enablement
  Most features for creating and taking Enablement programs are available in all languages that Salesforce supports. But some records, content, and other items support only one language.

See Also

• Trailhead: Sales Programs and Partner Tracks Basics
• Salesforce Developers: Sales Programs and Partner Tracks with Enablement Developer Guide
• Trailblazer Community Group: Sales Programs Powered by Enablement