Create Content for an Exercise from Program Builder
Create and edit links, videos, or rich text directly from Program Builder without navigating to the Digital Experiences app. Working from Program Builder directly requires fewer clicks to create and update content but offers fewer options for managing content records.
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 manage content for program exercises in Program Builder: | Content Manager contributor role in the Enablement workspace in Digital Experiences AND Design and Deliver Enablement Programs OR Design and Deliver Enablement Lite Programs |
First, make sure that you have an appropriate contributor role assigned in the Enablement workspace in the Digital Experiences app. Or, make sure that you’re a Salesforce admin who has Enablement admin permissions assigned, even if you don’t have the contributor role assigned.
To learn more about the requirements for creating content, see Guidelines for Digital Experiences Content in Enablement Programs.
Make sure that you’re confident that you want to use the content in your Enablement program. Completing these steps creates published content in the Enablement workspace of the Digital Experiences app, and this published content counts against the available storage of managed content.
- Open a program in Program Builder.
- Select an exercise on your program canvas.
- In the exercise properties, enter a title and description, and specify the day of the program when the exercise is due.
- Scroll to the Content field. Click the dropdown button and select
New.
Note For Feedback Request exercises that have the Peer and Manager Feedback option selected, the dropdown includes options related to surveys. For Trailhead exercises, the dropdown isn’t available and you can only search Trailhead modules. - Complete the required fields for the content type. If you entered a title and description in the exercise properties, those values persist to the New Content window. Check out these topics for more information about each content type’s required fields.
- Save your work.
Keep these guidelines in mind when you create content for exercises directly from Program Builder.
- When you save, you’re both saving content in Draft status and moving the content to Published status with one click. This behavior differs from when you add content in the Enablement workspace in the Digital Experiences app, where saving and publishing require two separate clicks.
- To optimize storage of Digital Experiences content, only publish content that you plan to use in a program. Leave all other content in Draft status, which you can do only from the Digital Experiences app.
- To edit previously published content from Program Builder, select Edit from the dropdown on the Content field in Program Builder. When you edit content and save your changes, a new version of the content is created and published in the Digital Experiences app.
- If you want to delete content that you add through Program Builder, you can do so only from the Digital Experiences app.
