Take Enablement Programs
You can take Enablement programs when an Enablement admin assigns you to a program or shares a program with you for self-enrollment. Take an assigned program starting at 12 AM on the start date, or take a self-enrolled program anytime after you enroll.
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 Cloud, Service Cloud, or the Salesforce Platform in: Enterprise, Performance, Unlimited, and Einstein 1 Sales Edition Editions for an additional cost |
| Enablement Lite is available with Sales Cloud 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 Cloud, Service Cloud, or the Salesforce Platform in: Enterprise, Performance, and Unlimited Editions for an additional cost. A supported PRM add-on license is required. |
Take an Enablement Program in Lightning Experience
To access an assigned or shared sales program in Lightning Experience, navigate to the Enablement Programs page. From there, you can preview, enroll, and start the program.
Required Editions
| User Permissions Needed | |
|---|---|
| To take sales programs in Lightning Experience: | Take Enablement Programs OR Take Enablement Lite Programs |
- From the App Launcher, find and select Enablement Programs.
- To preview a program before you start it, find an assigned or shared program and select
Preview from the dropdown.The preview shows the structure of the program, including titles, descriptions, and due dates for the outcome, milestones, and exercises.
- If the program was shared with you but not assigned, select Enroll
from the program’s dropdown.You receive an email and in-app notification after the enrollment is completed.
- When you’re ready to start the program, select Take Program from the program’s dropdown.
The program opens in the Guidance Center.
Take a Partner Enablement Program in an Experience Cloud Site
To access an assigned or shared Partner Enablement program in a supported Experience Cloud site, navigate to a site page that shows programs. From there, you can preview, enroll, and start the program.
Required Editions
| User Permissions Needed | |
|---|---|
| To take Partner Enablement programs in supported Experience Cloud sites: | Take Partner Enablement Programs AND Member of a supported Experience Cloud site |
- In the Experience Cloud site, go to the page that shows Enablement programs.
- If a program was shared with you but not assigned, preview the program and enroll in it
before you try to start it.Programs that you can enroll in show an Enroll button next to the program name. Programs that are assigned to you show “Assigned” above the program name.
- To preview a program, click the program name.The preview shows the structure of the program, including titles, descriptions, and due dates for the outcome, milestones, and exercises.
- To enroll in the program, click Enroll in the preview.You receive an email and in-app notification after the enrollment is completed. Programs that you enrolled in show “Self-Enrolled” above the program name.
- To preview a program, click the program name.
- To start a program, click the program name.
The program opens on a site page.
Progress Shown When Taking a Program
When you start taking the program, you work through exercises and progress toward the outcome and milestones. Complete the requirements for each program item and check your progress.
Exercise Progress
Some exercises open content in a new browser tab, and some exercises show content on the same tab you’re on.
Most exercises are considered complete after you follow the link, watch the video, or finish the lesson. Some exercise types have unique requirements.
- For an Action Item exercise in a sales program in Lightning Experience, click Mark as Complete after you finish the offline activity.
- For a Feedback Request exercise in a sales program in Lightning Experience, specify the URL to content that you want peers, managers, and other leaders to leave feedback on. Select the reviewers that you want to receive an invitation.
- For a Lesson exercise in a Partner Enablement program in an Experience Cloud site, click Mark as Complete after you finish the lesson.
Exercise completion is calculated in real time.
If you miss the due date of an exercise, you can still access the linked content after the due date has passed.
Outcome and Milestone Progress
By default, progress for outcomes and milestones is calculated daily at 6:59 AM, 11:59 AM, 4:59 PM, and 11:59 PM, according to your time zone setting in Salesforce. If you don’t want to wait, you can also click Refresh Progress when taking the program. To view your progress on an outcome or milestone, click its title. You can see your overall progress percentage on a progress bar and individual records that contribute to your progress in a qualifying records table. To view the details of a qualifying record, click it.
To see your progress toward goals that are measured in averages, you must meet the required record count.
In some programs, multiple milestones require you to complete the same action, or the outcome and incremental milestones require you to complete the same action. When you progress toward one milestone, that progress counts toward other milestones that require the same action.
If you miss the due date of the outcome or a milestone, you can still complete the requirements, but the outcome or milestone’s status is Behind. If you don’t complete the outcome or milestone 30 days after the program’s due date has passed, the outcome’s or milestone’s status is no longer tracked. At that point, it’s no longer possible to complete all items in the program. If the outcome or milestone requires you to complete a voice or video call recorded with Einstein Conversation Insights, progress isn’t tracked after the outcome’s or milestone’s due date has passed.
Program Progress
For sales programs in Lightning Experience, the progress bar shows your progress through the program. Program status completion is computed twice per day—5 AM and 8 PM—according to the time zone set in Salesforce.
