Launching Enablement Programs

After you develop programs and measures in a sandbox, deploy them to production. Make Enablement programs available to users by publishing programs, assigning programs to users directly, and sharing programs so uses can self-enroll.

• Deploy Enablement Programs and Measures from a Sandbox to Production
  After you create and test Enablement programs and measures in a sandbox, migrate the data to production with Metadata API in change sets or Salesforce CLI.
• Publish Enablement Programs
  After you’ve created a program, publish it so users can take it.
• Considerations and Limitations for Enrolling Users in Enablement Programs
  When you assign users to an Enablement program, certain factors can determine how assignments behave, such as permissions, assignment and selection limits, filters, and the user’s time zone. These factors can also affect users who self-enroll in programs.
• 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.
• 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.
• Automating Enablement Program Assignment
  Instead of manually assigning users to Enablement programs, automate assignments with an invocable action in Flow Builder, Apex, or REST API.