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Sales Programs and Partner Tracks with Enablement
Share Enablement Programs So Users Can Self-Enroll

Share Enablement Programs So Users Can Self-Enroll

To make an Enablement program available to users so they can enroll at their own convenience, enable self-enrollment in Program Builder. Then, share a program with specific users, groups, or roles. Users can find programs that are shared with them and start taking the program when they’re ready.

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 share programs for self-enrollment:

Design and Deliver Enablement Programs

OR

Design and Deliver Enablement Lite Programs

  1. From the App Launcher, find and select Enablement Programs.
  2. Create or edit a program and enable self-enrollment.
    1. In Program Builder, turn on Users Can Self-Enroll.
      Program Builder, showing the Users Can Self-Enroll option
    2. Save and publish the program.
  3. Share the published program with users.
    1. On the Enablement Programs page, open the dropdown menu for the published program that you want to share or navigate to the program’s record detail page.
    2. Click Sharing.
      The Enablement Program record detail page, showing the Sharing option
    3. In the Share window, search for the user, group, or role that you want to make the program available to. For access level, select Read Only, and then save.
    4. For access level, select Read Only.
    5. Save your changes.
 
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