Enablement Permission Set Groups, Permission Sets, and Permissions
Enablement includes default permission set groups based on team member roles. The permission set groups include default permission sets based on tasks that people in those roles complete. The permission sets include individual user permissions and object permissions.
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. |
Enablement Admin
The Enablement Admin permission set group includes these default permission sets and permissions for managing programs and accessing in-app guidance.
- Manage Enablement Essentials default permission set—Users can build, assign, track,
and take Enablement programs in Lightning Experience and Partner Enablement programs in
supported Experience Cloud sites. For programs in Lightning Experience, users can add exercises
that reference existing assessment surveys. This default permission set uses the Enablement
permission set license and includes these permissions.
- Create and Customize Dashboards
- Create and Customize Reports
- Manage Dynamic Dashboards
- Run Reports
- View My Team’s Dashboards
- Design and Deliver Enablement Programs
- Take Enablement Programs
- Take Partner Enablement Programs
- Read on Accounts
- Read on Surveys
- Create and Read on Survey Invitations, Survey Subjects, and Survey Responses
- Use Custom Walkthroughs default permission set—Users can view and complete custom walkthroughs in Lightning Experience. This default permission set uses the Walkthroughs permission set license and includes the Take Custom Walkthroughs permission.
Enablement Resources Manager
The Enablement Resources Manager permission set group includes these default permission sets and permissions for managing assessment surveys used with Feedback Request exercises. These permissions also cover managing in-app guidance outside of Enablement programs in Lightning Experience.
- Manage Assessment Surveys default permission set—Users can create, edit, and delete
assessment surveys used with Feedback Request exercises. This default permission set uses the
Enablement Resources permission set license and includes these permissions.
- Create, Read, Edit, and Delete on Surveys
- View Roles and Role Hierarchy
- View Setup and Configuration
- Manage In-App Guidance default permission set—Users can create, edit, and delete
prompts and walkthroughs in Lightning Experience. This default permission set uses the
Enablement Resources permission set license and includes these permissions.
- Design and Deliver In-App Guidance
- View All Profiles
- View Roles and Role Hierarchy
- View Setup and Configuration
Enablement User
The Enablement User permission set group includes these default permission sets and permissions for taking programs and accessing in-app guidance in Lightning Experience.
- Use Enablement Programs default permission set—Users can view and complete Enablement
programs in Lightning Experience, including programs that reference assessment surveys for
Feedback Request exercises. This default permission set uses the Enablement permission set
license and includes these permissions.
- Take Enablement Programs
- Read on Accounts
- Read on Surveys
- Create and Read on Survey Invitations, Survey Subjects, and Survey Responses
- Use Custom Walkthroughs default permission set—Users can view and complete custom walkthroughs in Lightning Experience. This default permission set uses the Walkthroughs permission set license and includes the Take Custom Walkthroughs permission.
Partner Enablement User
The Partner Enablement User permission set group includes these default permission sets and permissions for taking programs and accessing in-app guidance in supported Experience Cloud sites.
- Use Partner Enablement Programs default permission set—Users can view and complete Partner Enablement programs in supported Experience Cloud sites. This default permission set uses the Enablement permission set license and includes the Take Partner Enablement Programs permission.
- Use In-App Guidance for Partners default permission set—Users can view and complete prompts and walkthroughs in supported Experience Cloud sites. This default permission set uses the Walkthroughs permission set license and includes the Take In-App Guidance for Partners permission.
In-App Guidance Manager for Partners
No permission set group exists for users who manage in-app guidance for partners, but a default permission set is available.
Manage In-App Guidance for Partners default permission set—Users can create, edit, and delete prompts and walkthroughs in supported Experience Cloud sites. This default permission set uses the Enablement Resources permission set license and includes these permissions.
- Design and Deliver In-App Guidance for Partners
- Take In-App Guidance for Partners
- View All Profiles
- View Roles and Role Hierarchy
- View Setup and Configuration
Sales Leader
No permission set group exists for users who aren’t Enablement admins but manage Enablement analytics. However, a default permission set is available.
Manage Enablement Analytics permission set—Users can create, edit, delete, and view prebuilt Enablement reports and dashboards for Enablement programs. This default permission set uses the Enablement permission set license and includes these permissions.
- Create and Customize Dashboards
- Create and Customize Reports
- Manage Dynamic Dashboards
- Run Reports
- View Enablement Analytics
- View My Team's Dashboards
