Considerations for Analyzing Program Completion
The analytics tools for measuring Enablement program, milestone, exercise, and outcome completion have some dependencies and caveats.
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. |
Program Types
Separate reports and dashboards are available for different program types.
- For Enablement Lite, prebuilt reports are available.
- For full Enablement, prebuilt reports and a dashboard are available.
- For Partner Enablement, prebuilt reports and a dashboard are available.
When you upgrade from Enablement Lite to full Enablement, the prebuilt reports remain available but are no longer refreshed.
Release-Specific Reports and Dashboards
The prebuilt reports and dashboards are updated each release to reflect the latest Enablement enhancements. A Salesforce admin can refresh the prebuilt reports and dashboards from Setup. If your Enablement team has customized any of the prebuilt reports and dashboards, let your Salesforce admin know before they refresh. See Refresh the Enablement Reports and Dashboard.
Completed Programs and Removed Users
After a user completes a program, they remain enrolled in the program unless you remove them. The enrollment counts toward the maximum number of users enrolled in the program, including both assigned users and users who have self-enrolled.
When you remove a user from a program they were previously enrolled in, analytics data is no longer available for that user on that program. If you reassign the same user to that same program later, or the same user re-enrolls in the same program, some analytics data isn't retained.
Dashboard Customization
The Enablement dashboards are available to other users with Enablement admin permissions. Changes that you make to the prebuilt dashboards are visible to everyone else. If you want to modify the prebuilt dashboards, clone the dashboard first.
You can open a cloned dashboard only from the Dashboards page. The View Analytics button on the Enablement Programs page or record detail page opens only the prebuilt dashboard.
Outcome and Milestone Progress
By default, progress for outcomes and milestones is calculated daily at 6:59 AM, 11:59 AM, 4:59 PM, and 11:59 PM, according to your Salesforce org’s time zone setting. Users can also refresh outcome and milestone progress on demand when they take the program.
Outcomes and milestones that use average-based measures show 0% progress until the user meets the minimum sample size you specified in Program Builder.
A program can include multiple milestones that all reference the same measure. When a user taking the program progresses toward one of these milestones, their progress counts toward all milestones that reference that measure.
In most cases, outcomes and milestones with the Behind or Overdue status are still tracked for up to 30 days after the program’s due date. Then, the status changes to No longer tracking, except in these two cases.
- The outcome or milestone uses an Einstein Conversation Insights (ECI) object, in which case progress is tracked only until the outcome’s or milestone’s due date.
- Your company contacted Salesforce Customer Support to change the number of days that milestones and outcomes are tracked beyond the program’s due date.
If you edit the criteria for an outcome or milestone in a published program, users’ progress and program analytics aren’t retained.
Exercise Progress
Exercise completion is calculated in real time.
You can include the same content link on multiple exercises within the same program. But when a user clicks a link for one exercise, all exercises that reference that link are marked as complete when the page refreshes.
Enablement admins can replace exercise content for a published program, but in most cases we recommend that you don’t edit programs that users are taking.
