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Sales Programs and Partner Tracks with Enablement
Prebuilt Enablement Measures

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Prebuilt Enablement Measures

To help you get started with Enablement measures, some prebuilt measures are available and define criteria for completing some typical outcomes and milestones. Review the use cases, criteria, and applicable prerequisites for each prebuilt measure. Some prebuilt measures are available to start using right away, but others require extra setup, including measures that use Einstein Conversation Insights (ECI). In Program Builder, templates for programs that sales users take in Lightning Experience reference prebuilt measures.

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

Prebuilt measures define job-related user activities that you want to track for program outcomes and milestones. If you see a prebuilt measure that you want to use, confirm that it evaluates the same objects, fields, and field values for tracking activity that you want to use. Also confirm whether you any extra setup is required.

If the prebuilt measures don’t follow your company’s processes for tracking user activity, review the measure details for inspiration and guidance as you create custom measures. Or, clone the prebuilt measure and modify it. See Considerations for Creating and Editing Measures.

From Setup, you can check which prebuilt measures are available. Then, you can view prebuilt measures from the Enablement Measures page. Prebuilt measure descriptions indicate that they’re provided by Salesforce.

Important
Important ECI isn’t supported in Developer Edition, isn’t supported in Partner Enablement programs in Experience Cloud sites, and isn’t included with Enablement Lite. However, if you’re trying Enablement Lite and your company already uses ECI, you can still use ECI measures with Enablement Lite programs.
Prebuilt Measure What’s Measured How Users Get Credit Recorded Date and Time of the Achievement
Average Deal Size Opportunity The user in the Opportunity Owner field must set the Stage field to Closed Won and fill in the Amount field. When it’s completed, the opportunity owner gets credit for closing that deal, and the amount is totaled and averaged across other deals that the user wins. The date the opportunity owner provides in the Close Date field.

Number of Calls with Next Steps

This measure requires ECI.

Unified Voice Call

Related Objects:

  • Unified Voice Call Participant
  • Unified Activity Insight
The user in the Call Owner field for a voice call must mention follow-up, scheduling, or action items according to the ECI recording. The date and time provided in the Activity Date Time field.

Number of Calls with Talk Ratio Less than 50%

This measure requires ECI.

Unified Voice Call

  • Unified Voice Call Participant
  • Unified Activity Insight
The user in the Call Owner field for a voice call must have talked less than 50% of the call according to the ECI recording. The date and time provided in the Activity Date Time field.
Number of Closed Cases Case The user in the Case Owner field must set the Status field to Closed. When they do, the case owner gets credit for closing that deal. The date provided in the Date/Time Closed field. Date/Time Closed is filled automatically when the user sets the case status to Closed.
Number of Logged Calls and Emails Task

The user in the Assigned To field must meet all these requirements to get credit for logging the call or email.

  • The Subtype field must be Call or Email, or the word “Call” must be added to the subject.
  • The Status must be Completed.
The date and time provided in the Completed Date/Time field. Completed Date/Time is filled when the user sets the task status to Complete.
Number of Logged Calls Task

The user in the task Assigned To field must meet all these requirements to get credit for logging the call.

  • The Subtype field must be Call or the word “Call” must be added to the subject.
  • The Status must be Completed.
 The date and time provided in the Completed Date/Time field. Completed Date/Time is filled when the user sets the task status to Complete.
Number of Logged Emails Task

The user in the task Assigned To field must meet all these requirements to get credit for logging the email.

  • The Subtype field must be Email.
  • The Status must be Completed.
 The date and time provided in the Completed Date/Time field. Completed Date/Time is filled when the user sets the task status to Complete.
Number of Deals Won Opportunity The user in the Opportunity Owner field must set the Stage field to Closed Won. When they do, the opportunity owner gets credit for closing that deal. The date the opportunity owner provides in the Close Date field.
Total Amount in Pipeline Opportunity The user in the Opportunity Owner field gets credit for the monetary value provided in the Amount field for any opportunity with a stage value other than Closed Won or Closed Lost. The date provided in the Created Date field.
Total Revenue from Deals Won Opportunity The user in the Opportunity Owner field must set the Stage field to Closed Won. When they do, the opportunity owner gets credit for winning the monetary value provided in the Amount field. The date the opportunity owner provides in the Close Date field.

See Also

 
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