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Sales Programs and Partner Tracks with Enablement
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            Refresh the Enablement Reports and Dashboard

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            Refresh the Enablement Reports and Dashboard

            Enablement includes prebuilt reports and dashboards for tracking program performance and progress. Different reports and dashboards are available depending on whether you’re using Enablement Lite, full Enablement, or Partner Enablement. For all program types, you can make sure that your Enablement team can access the latest version of prebuilt analytics by refreshing the reports and dashboards in Setup. If your Enablement team has customized any of the prebuilt reports or dashboards, take care that you don’t override those customizations.

            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 refresh the Enablement reports and dashboards:

            View Setup and Configuration

            AND

            Modify All Data OR Customize Application

            If Enablement analytics change, we update the prebuilt reports and dashboards in a release with a new version. When the prebuilt analytics don’t change, the reports and dashboards from the previous release remain the latest version. If your Enablement team doesn’t see the latest analytics, you can manually refresh them from Setup.

            Before you refresh, check whether your team has customized any of the prebuilt items. Refreshing overrides any customizations made to the prebuilt reports, report types, and dashboards. We recommend that you save any customizations made to previous versions of the prebuilt items before you refresh them.

            1. From Setup, in the Quick Find box, enter Enablement, and then select the page for the types of programs you’re creating.
              • For Enablement Lite or full Enablement, select Enablement Settings.
              • For Partner Enablement, select Partner Enablement Settings.
            2. Scroll to the step for refreshing analytics.
              • For Enablement Lite, scroll to the Refresh Your Prebuilt Reports step.
              • For full Enablement or Partner Enablement, scroll to the Refresh Your Prebuilt Reports and Dashboard step.
            3. Read through the information shown in the step and determine whether anyone has customized the current version of the prebuilt reports and dashboards.
              • If any prebuilt reports or dashboards have been customized, navigate to the Reports and Dashboards tab and save copies of the customized items.
              • If no prebuilt reports or dashboards have been customized, continue to the next step.
            4. Review the list of prebuilt reports and dashboards that are refreshed this list, and click Refresh.

            For Partner Enablement, if the Refresh action isn’t available, the Partner Relationship Management (PRM) root folders for reports and dashboards must be regenerated first. Go to PRM Setup and regenerate the PRM Reports and PRM Dashboards folders, then try refreshing prebuilt reports and dashboards from the Partner Enablement Settings page again. See Get the Latest Partner Relationship Management Reports and Dashboards.

            After refreshing, verify that the missing analytics are now available in the Enablement reports and dashboards for this release. Refreshing sometimes takes a few minutes.

            If you still don’t see the latest analytics, verify that you set up related features correctly. Try refreshing again, or contact Salesforce Customer Support.

            Note
            Note Enablement Lite includes only prebuilt reports, but no prebuilt dashboard like you get with full Enablement. In Enablement Settings, the option to refresh prebuilt reports applies to these Enablement Lite reports. When you upgrade to full Enablement, the refresh action applies only to the prebuilt reports and dashboard included with the full license. The prebuilt reports included with the free license remain available but are no longer refreshed.

            See Also

             
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