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Sales Programs and Partner Tracks with Enablement
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          Tracking Enablement Program Progress

          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.

          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.
          • Enablement Reports and Report Types
            Prebuilt reports are available for tracking users’ progress toward completing programs, milestones, exercises, and outcomes. If you want to create your own Enablement reports, several report types (also referred to as pre-designed custom report types) are also available.
          • Considerations for Analyzing Program Completion
            The analytics tools for measuring Enablement program, milestone, exercise, and outcome completion have some dependencies and caveats.
          • View Reports for Enablement Lite Programs
            If you’re trying Enablement Lite, find analytics for your published programs by navigating directly to Reports and opening the appropriate folder. Enablement Lite doesn’t include a prebuilt dashboard like you get with full Enablement and doesn’t include the View Analytics button on program record detail pages.
          • View the Enablement Dashboard from the Enablement Programs Page
            For a sales program in Lightning Experience, you can open the prebuilt Enablement dashboard from the Enablement Programs page or the program’s record detail page.
          • View the Enablement Dashboard from the Dashboards Page
            For a sales program in Lightning Experience, you can open the prebuilt dashboard from the Dashboards page. With a few extra steps, filter the dashboard to see analytics for a specific program.
          • View the Partner Enablement Dashboard and Reports
            For Partner Enablement programs in Experience Cloud sites, open the prebuilt dashboard from the Dashboards page or the prebuilt reports from the Reports page. Unlike sales programs in Lightning Experience, Partner Enablement programs don’t have the View Analytics button on program record detail pages. And, the Partner Enablement dashboard and reports show data for all Partner Enablement programs, not individual programs.
          • Completion Statuses in Enablement Analytics
            Prebuilt Enablement reports and dashboards show status values for programs, outcomes, milestones, and exercises.
           
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