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.
- From the App Launcher, find and select Enablement Programs.
- 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.
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Select Assign to Program.
- Select Territories or Users, and click Next.
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If you select Territories:
- Select a territory model and click Next.
- Select territories and child territories that you want to assign to the program and click Next.
- Select roles within the territories and click Next.
- Verify the users that will be assigned to the program.
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If you select Users:
- Search for and select users that you want to assign to the program.
- Click Next.
- Choose the start date that your users can access the program.
- 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.
