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Sales Programs and Partner Tracks with Enablement
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            Evaluate or Copy the Default Assessment Survey

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            Evaluate or Copy the Default Assessment Survey

            The full Enablement add-on license includes a default assessment survey, Discovery Call Assessment, which provides questions for reviewers to evaluate a sales rep on their practice sales pitch. You can use this default assessment survey, or copy it as a starting point for a custom assessment survey.

            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, and Unlimited, Editions for an additional cost
            User Permissions Needed
            To view assessment surveys: Read on Surveys (enabled on the default Manage Enablement Essentials permission set and the default Manage Enablement Lite Essentials permission set)
            To create, edit, and delete assessment surveys: Manage Assessment Surveys default permission set (part of the Enablement Resources Manager permission set group)

            If you’re trying Enablement Lite, surveys aren’t included like they are with the full Enablement license. The default assessment survey, Discovery Call Assessment, isn’t provided. The Enablement Lite default permission sets still provide read access to surveys and create, read, edit, and delete access to related survey objects. You can give access to create surveys outside of these default permission sets. When you upgrade to full Enablement, the Enablement Resources Manager permission set group becomes available and includes access to create surveys by default.

            Important
            Important Feedback Request exercises aren’t supported in Partner Enablement programs in Experience Cloud sites.
            1. Review the default assessment survey and determine whether it can suit your company’s needs.
              1. From the App Launcher, select Surveys.
              2. Find the Discovery Call Assessment default assessment survey, and select Open Latest Version from the dropdown.
              3. Scroll through the survey and review its content, or click Preview.
            2. To customize the default assessment survey, make a copy instead of editing the default survey directly.

              You can also manage versions of surveys that you create.

              For tips on how to compose your own assessment survey, see Guidelines for Assessment Surveys with Feedback Request Exercises.

            3. When you’re satisfied with the assessment survey, activate it.

            See Also

             
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