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Sales Programs and Partner Tracks with Enablement
Add a Feedback Request Exercise with Einstein Coach

Add a Feedback Request Exercise with Einstein Coach

Enablement admins add a Feedback Request exercise to a program and specify that users receive feedback from Einstein. When a user is assigned a program with Einstein Coach, they submit a recording for feedback based on the scenario selected.

Required Editions

Available in: Lightning Experience
Available with Einstein for Sales with an Enablement add-on in Performance and Unlimited Editions and for an extra cost in Enterprise Edition
User Permissions Needed
To create Enablement programs with Einstein Coach:

Use Einstein Coach

AND

Use Conversation Insights for Sales

AND

Prompt Template User default permission set

AND

Design and Deliver Enablement Programs

  1. Add a Feedback Request exercise to a program.
  2. Select Einstein Coach as the feedback method.
    Receive Feedback on a Sales Pitch is the only supported scenario and is select by default.
  3. Add a title and description that clearly explains the task of the Enablement user. Consider being specific about what product or solution you want them to practice a pitch for.
  4. Save your changes.
 
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