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Sales Programs and Partner Tracks with Enablement
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            Plan Your Enablement Program Strategy

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            Plan Your Enablement Program Strategy

            To help put all your outcomes, milestones, and related measures into programs, work with your Enablement team to gather your requirements and make an implementation plan. Because Salesforce is highly customizable, your Enablement team can track activity for Enablement measures in different ways. Collaborate with your colleagues in other disciplines for support in building effective programs that align job-related activity with your measure criteria.

            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.
            1. Gather your Enablement team.
            2. Establish the outcomes for your programs. Work with a business operations expert to select business outcomes that you want to achieve when the program is completed. Identify the user behaviors you want to develop or change to help achieve that outcome.
            3. Establish the milestones for your programs. Work with a business operations expert to select bite-sized, incremental goals for users to complete during the program.
            4. Determine how you can measure outcome and milestone progress using Salesforce data. Consider the objects, fields, and field values that you want to evaluate when you define Enablement measures. If you don’t know Salesforce well or want help with designing a tracking process, enlist help from your Salesforce admin or business operations expert.
            5. Gather the content for your program exercises. Identify content that supports the outcomes and milestones that you specified.
            6. Ask Enablement team members to communicate changes they make to processes for tracking job-related activities. Any changes after programs are launched can skew or invalidate your analytics.
              For example, maybe a Salesforce admin removes, renames, or hides an object or field used with an Enablement measure. Any outcomes or milestones that reference the measure no longer function the way they did before the change. For programs that are still in progress, the analytics are no longer accurate. But if your Enablement team communicates changes they plan to make, you can safely iterate on programs without disrupting your users or analytics.

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