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Sales Programs and Partner Tracks with Enablement
Create Enablement Programs Based on Templates

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Create Enablement Programs Based on Templates

With Enablement Lite and full Enablement, you can create sales programs in Lightning Experience quickly by choosing from program templates. Program templates define and organize outcomes, milestones, and exercises for common sales use cases. For example, find templates that help your sales reps onboard, close deals, and sell new products. Even if you’re not creating a program for sales, you can browse and preview templates to find inspiration for custom programs you create.

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
User Permissions Needed
To create, edit, publish, unpublish, or delete a program:

Design and Deliver Enablement Programs

OR

Design and Deliver Enablement Lite Programs

Select a template that aligns with your outcomes, and modify it for your company’s preferred business processes or data. Some outcomes, milestones, and exercises in the templates are ready to use. Others have placeholders that require you to complete some prerequisites, or add some details based on how your company wants to track job-related activities in Salesforce.

  1. From the App Launcher, find and select Enablement Programs.
  2. From the Enablement Programs page, click New.
  3. If prompted, select Enablement for the program type and click Next.
    If your company uses Partner Relationship Management (PRM), the Partner Enablement option is also available. But templates aren’t available for Partner Enablement programs.
  4. To preview a template, select it and scroll through the prebuilt details, outcomes, milestones, and exercises.
  5. Click Create.
  6. Customize the program so that it works for your users, then publish it and make it available to users.

See Also

 
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Salesforce Help | Article