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Sales Programs and Partner Tracks with Enablement
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            Assign Users to Enablement Programs Manually

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            3. Sales Programs and Partner Tracks with Enablement

            Assign Users to Enablement Programs Manually

            To ensure that users take an Enablement program by a certain date, assign sales territories or users to the program and select a start date. When you assign territory roles to a program, users in those roles are automatically assigned to the program. Assigned users receive an email and in-app notification on the program’s start date.

            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.
            User Permissions Needed
            To assign programs:

            Design and Deliver Enablement Programs

            OR

            Design and Deliver Enablement Lite Programs

            Before you begin, we recommend that you review Considerations and Limitations for Enrolling Users in Enablement Programs for tips about filtering users, selecting users efficiently, and selecting a start date.

            1. From the App Launcher, find and select Enablement Programs.
            2. On the Enablement Programs page, open the dropdown menu for the published program that you want to assign users to or navigate to the program’s record detail page.
            3. Select Assign to Program.
              Assignment window for a program, showing what admins can assign to a program.
            4. Select Territories or Users, and click Next.
            5. If you select Territories:
              1. Select a territory model and click Next.
              2. Select territories and child territories that you want to assign to the program and click Next.
              3. Select roles within the territories and click Next.
              4. Verify the users that will be assigned to the program.
            6. If you select Users:
              1. Search for and select users that you want to assign to the program.
              2. Click Next.
            7. Choose the start date that your users can access the program.
            8. Click Assign.

            When you select 50 or fewer users to assign to a program, you’re notified about the assignment completion in the assignment window. Keep the assignment window open until you receive this information. When you select more than 50 users to assign to a program, you’re notified about the assignment completion via email.

            See Also

             
            Ladataan
            Salesforce Help | Article