Enablement Lite Considerations and Limitations

Limitations

Enablement Lite applies these limits on programs and users.

• You can assign the Enablement Lite permission sets to up to 15 users.
• You can create up to 300 unpublished programs but publish only 2.
• Enablement Lite doesn’t include Einstein Conversation Insights (ECI) like you get with full Enablement. When you check the status of prebuilt measures on the Enablement Settings page, ECI measures are available only if your company uses ECI.
• Enablement Lite doesn’t include surveys like you get with full Enablement. 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.
• Enablement Lite doesn't support Einstein Coach for Feedback Request exercises.
• Enablement Lite includes prebuilt reports but no prebuilt dashboard like you get with full Enablement. On the Enablement Settings page in Setup, the option to refresh prebuilt reports applies to these Enablement Lite reports.
• Enablement Lite supports only sales programs in Lightning Experience.

Upgrade Considerations

When you’re ready to upgrade from Enablement Lite to full Enablement, contact your Salesforce account executive.

Upgrading makes these changes.

• The Enablement Lite permission set license and default permission sets are replaced with the full Enablement permission set licenses, permission set groups, and permission sets. Reassign permissions to users who previously had Enablement Lite permissions. If you previously gave access to create surveys outside of the default Enablement Lite permission sets, you can assign the Enablement Resources Manager permission group, which includes access to create surveys by default. After reassigning permissions, users can continue creating and taking programs without any loss of data or functionality.
• The Enablement Lite prebuilt reports remain available but are no longer refreshed. In Enablement Settings, the option to refresh prebuilt reports starts applying only to the full Enablement reports and dashboard.