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Sales Programs and Partner Tracks with Enablement
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            Editing Published Enablement Programs That Users Are Taking

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            Editing Published Enablement Programs That Users Are Taking

            You can modify some details of a published program even after users start taking it. For some simple changes to names, titles, and descriptions, you can edit and save the program without disrupting the user experience or the integrity of your analytics. Other changes require you to remove users and unpublish programs, which can be disruptive.

            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.

            Edits That Don’t Affect Analytics

            For these types of edits to published Enablement programs, users receive your changes after you save. The changes don’t disrupt your analytics.

            • Program name and description
            • Outcome title and description
            • Section titles
            • Milestone titles and descriptions
            • Exercise titles and descriptions
            Note
            Note For considerations about editing Enablement measures in programs that users are taking, see Considerations for Creating and Editing Measures.

            Edits That Affect Analytics

            What if you want to edit a part of a published Enablement program other than the titles and descriptions of the program, outcome, milestones, and exercises? These types of changes can be more disruptive to the user experience and the integrity of your analytics. Review the options available for handling these types of changes.

            Option 1: Retire the Program (Recommended)

            To avoid disrupting analytics for these types of changes, we recommend that you let currently enrolled users complete the program. Then, retire the program, and start a new program with the updated details and a new set of users. The new program has separate analytics.

            Option 2: Unpublish, Edit, and Republish the Program

            Alternatively, you can edit the program for these types of changes at the same time that users are taking it, which disrupts your analytics. In this case, users only receive the changes after you remove users, unpublish the program, make your changes, republish the program, and add users back. These steps remove any program progress made by users who are still taking the program. Analytics from users who completed the program are no longer retained.

            However, in some cases, editing a published program can be worth the extra work.

            • If the program is new, or few users are taking it, then editing the program perhaps outweighs the effort of rolling out a new program.
            • If you’re replacing a measure for an outcome or milestone, or you’re correcting an invalid measure, then progress analytics are disrupted anyway.

            See Also

             
            Ladataan
            Salesforce Help | Article