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Sales Programs and Partner Tracks with Enablement
Managing Composite Outcomes and Milestones

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Managing Composite Outcomes and Milestones

A composite goal in an Enablement program tracks Enablement users’ progress through multiple measures or objects, simultaneously. For example, you can create a composite milestone that tracks calls and meetings, which are types of Tasks and Events, respectively. Enablement admins create composite goals by associating multiple measures with an outcome or milestone, where each measure tracks a different source object with optional field filters and related objects. To aggregate the results of the measures in the goal, specify a calculation logic such as Add, Divide, or Percentage. As Enablement users start working toward an outcome or milestone, the aggregated measure result is compared against the target to track users’ progress. Users complete a goal when the measure result meets the target.

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.

Guidelines for Managing Composite Goals

Review these guidelines for using composite outcomes and milestones for Enablement programs.

  • You can add up to 2 measures to a composite goal and up to 5 composite goals (1 composite outcome and 4 composite milestones) to an Enablement program.
  • When you build a composite goal, you must add measures that are built with the Sum or Count calculation method only.
  • When you build a composite goal with Add calculation logic, all the measures that you include in the goal must have the same Calculation Method.
  • When you build a composite goal with Division or Percentage calculation logic, the first measure you add to the goal is considered the numerator. The second measure is the denominator.
  • For a composite goal with Division or Percentage calculation logic, the minimum sample size that you define pertains to the first measure only.

Composite Goals Examples

Get ideas for creating composite goals for your Enablement programs. Review examples of program goals that require multiple measures and see how the objects and calculation logic work together to track the job-related activity. While creating a composite outcome or milestone, you can use the prebuilt measures or create custom measures that suit your use case.

Milestone or Outcome Target Measured Object Measure 1 Details Measure 2 Details Calculation Logic Measures’ Aggregation
Log 100 Activities with 50 Calls and 50 meetings 100
  • Task
  • Event
 Prebuilt Measure: Number of Logged Calls Custom Measure: Number of Booked Meetings Add Number of Logged Calls + Number of Booked Meetings
Achieve a Win-Loss Ratio of 2:1 with At Least 4 Closed Deals 2:1 Opportunity Prebuilt Measure: Number of Deals Won Custom Measure: Number of Deals Lost Divide Number of Deals Won ÷ Number of Deals Lost
Achieve a Win Rate of 60% with At Least 3 Closed Deals 60 Opportunity Prebuilt Measure: Number of Deals Won Custom Measure: Number of Deals Created by User Percentage (Number of Deals Won ÷ Number of Deals Created by User) × 100

See Also

 
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