Considerations for Partner Enablement Programs

Permissions

For Enablement admins, the Design and Deliver Enablement Programs permission gives access to create sales programs for Lightning Experience and Partner Enablement programs in Experience Cloud sites. This permission is included in the Manage Enablement Essentials default permission set. You can create up to 100 unpublished or published Partner Enablement programs.

Also, consider assigning the Manage Enablement Essentials permission set to site developers. Assigning this permission set ensures that site developers can access Enablement objects when they add Enablement components and pages to Experience Cloud sites.

For partner users, the Partner Enablement User permission set group includes permission sets for taking Partner Enablement programs in sites.

User Experience

Partner Enablement programs are delivered to partner users who log in to your Partner Relationship Management (PRM) site, built with Experience Cloud. They find and take programs within your PRM site pages. Typically, these users don’t have access to Lightning Experience and their only contact with your brand is the site. Work with a site developer to add Enablement program information to your site. Some default components and pages are available.

Requirements for Experience Cloud Sites

In Program Builder, the Experience Cloud Site field is available in the program properties when you’re creating a Partner Enablement program.

The Enablement components are available only in these Experience Cloud site templates that a site developer edits with Experience Builder.

• Automotive
• Aura-based B2B Commerce templates (no longer solid)
• Build Your Own (Aura)
• Customer Service
• Financial Services Client Portal
• Insurance Agent Portal
• Partner Central

Other permissions are required for selecting a site in Program Builder.

If you don’t have one of these permissions, you can’t see the site in Program Builder. If another Enablement admin with permissions added the site and you edit the program, you can’t see the site or save or publish the program.

Outcome, Milestones, and Exercises

A Partner Enablement program can include 30 total items, including the outcome, milestones, and exercises.

Most prebuilt measures for outcomes and milestones are compatible with Partner Enablement programs, but measures that require Einstein Conversation Insights (ECI) aren’t supported.

Audio Recording, Document, Scheduled Event, and Other exercises in Partner Enablement programs support relative URLs to other site pages. In the corresponding Link content record in the Enablement workspace in the Digital Experiences app, specify a relative URL to another site page. This behavior differs from sales programs in Lightning Experience, where exercises that use the Link content type must specify full URLs.

Action Item, Feedback Request, and Trailhead exercises aren’t supported in Partner Enablement programs.

Enrollment

When you assign partner users to Partner Enablement programs, you can filter by account in addition to the profile, group, and role filters.

The assignment window lists only users who have the Take Partner Enablement Programs permission.

Up to 10,000 users can be assigned to or enrolled in a Partner Enablement program.

Notifications

A Salesforce admin can manage notification settings related to Partner Enablement programs for all partner users. See Manage Notifications for Enablement Programs, Outcomes, and Milestones.

Email notifications related to Partner Enablement programs still respect user-specific email preferences on your site.

In-app notifications related to Partner Enablement programs depend on the environments that partner users can access.

• Partners receive notifications in all sites that they’re members of and that support notifications, not just the site where the Partner Enablement program is published.
• If partners have access to Lightning Experience, they receive notifications related to Partner Enablement programs in Lightning Experience.

Analytics

Partner Enablement provides a dashboard and reports that are separate from the analytics for other program types. To view Partner Enablement analytics, you must have sharing access to the PRM Reports and PRM Dashboards root folders.

Unlike sales programs in Lightning Experience, Partner Enablement programs don’t have the View Analytics button on program record detail pages. And, the Partner Enablement dashboard and reports show data for all Partner Enablement programs, not individual programs.

In Partner Enablement Settings, a Salesforce admin can get the latest Partner Enablement analytics by refreshing the prebuilt reports and dashboard.

In-App Guidance in Sites

Partner Enablement includes prompts and walkthroughs in the same Experience Cloud sites where you publish programs. In Partner Enablement Settings, a Salesforce admin can assign the Manage In-App Guidance for Partners default permission set to users who create prompts and walkthroughs in sites. The Partner Enablement User permission set group that Salesforce admins assign to partner users includes permission to view prompts and walkthroughs in sites.