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.
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. |
- Guidelines for Assembling Enablement Programs
With your Enablement measures planned and implemented, and your content ready to go, bring all the ingredients together in Program Builder. Organize your programs appropriately to help users have efficient, enjoyable experiences that help them achieve outcomes and milestones. Write helpful and instructive titles and descriptions for users who take your programs. - Managing Outcomes and Milestones for Enablement Programs
Assign measurable goals based on real, job-related activity in Salesforce to your Enablement users as part of a program. Specify an optional outcome that represents the program’s most significant and measurable goal. Add incremental milestones that represent smaller, bite-sized achievements on the way to the outcome. For an outcome and each milestone, select the Enablement measures that define the specific objects, fields, and field value criteria for the activity you want to track. When Enablement users start working toward an outcome or milestone, they see their progress in the flow of the program. You can track users’ progress with Enablement dashboards and reports. - Exercise Types in Enablement Programs
The Program Builder palette includes several types of exercises that determine the content you provide and how users experience the content when they take the program. - Managing Digital Experiences Content for Exercises in Enablement Programs
The Enablement add-on license provisions a workspace named Enablement in the Digital Experiences app, where you manage the content that you want to use for exercises in Enablement programs. Define a link to specific content one time and easily reuse that content across multiple programs. Manage rich text and images for Lesson exercises, embedded videos for Video exercises, and links to your company’s existing resources—PDFs, slide decks, webinars, recordings, and so on—for other exercise types. - Managing Assessment Surveys for Feedback Request Exercises
For sales programs in Lightning Experience, Enablement users can submit a link to content that they want reviewed and select peers, managers, or other sales leaders to provide feedback. For example, a sales rep records themselves practicing their pitch, uploads the recording to a video platform, and then invites experienced sales leaders to give feedback. Feedback Request exercises for peer and manager feedback use assessment surveys, which include rating and short text questions for the reviewers to complete. After the reviewers provide their feedback, Enablement users can view the feedback in the Guidance Center. Enablement admins can use feedback response analytics to gain insight about users’ behavioral changes as they progress through a program. - Custom Exercise Types in Enablement Programs
Custom exercise types let you bring content from your own repository or a third-party repository into your Enablement program. Salesforce developers can help you implement the requirements for adding custom exericses in Program Builder and the experience of users who take the custom exercise.
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