Enablement Team Roles and Responsibilities

The complexity of your Enablement goals and size of your team determine how these roles work for you. In some cases, one person can fulfill multiple responsibilities. For others, a team of collaborators is needed. Not all of these roles are required to use Enablement. But it can be nice to rely on these folks if they’re available.

Business Operations Expert

This role helps identify the business outcomes that you want Enablement programs to focus on. They help determine how day-to-day work affects your revenue goals and how to build Enablement measures that track activity related to those goals.

This role isn’t required to build Enablement programs in Salesforce, but you can give them permissions as needed.

Channel Account Manager

For Partner Enablement programs, this role helps plan content and experiences that support partners, who take programs, prompts, and walkthroughs on your partner experience site. They collaborate with Enablement admins and in-app guidance managers for partners to identify content and activities that contribute to partner success.

This role isn’t required to build Partner Enablement programs or in-app guidance in supported Experience Cloud sites, but you can give them permissions as needed.

Salesforce Admin

This role can access Setup and manage Salesforce data, including these tasks.

• Set up features and customize Salesforce
• Assign permissions for other roles
• Help define and implement object, field, and field value criteria for measures for outcomes and milestones

Permissions for Salesforce admins can vary depending on the task. To find the appropriate permissions needed, search Salesforce Help for the specific task.

Salesforce Developer

This role can extend Salesforce functionality with custom code that implements company-specific business rules, logic, and workflows. They collaborate with Salesforce admins and other roles to help build custom functionality that supports Enablement programs.

This role isn’t required to build Enablement programs, but you can give them permissions as needed.

Site Developer

For Partner Enablement programs, this role helps create, publish, and maintain Experience Cloud sites where partners are interacting with your brand. They use the Enablement components and pages in supported site templates to build experiences where partners can take programs, prompts, and walkthroughs.

To ensure that site developers can access Enablement data, assign the Manage Enablement Essentials permission set to these users.

Enablement Admin

This role leads, implements, and maintains Enablement programs, including these tasks.

• Create, edit, delete, publish, and unpublish Enablement programs in Lightning Experience and Partner Enablement programs in supported Experience Cloud sites
• Make programs available to Enablement users, either by assigning programs directly or sharing programs so users can self-enroll
• View all prebuilt Enablement analytics
• Customize prebuilt Enablement reports and dashboards
• Create reports and dashboards using Enablement report types
• Optionally view and take the programs that they create and maintain
• View custom walkthroughs in Lightning Experience that your company creates for onboarding users

Assign these permissions to Enablement admins.

Content Creator or Manager

This role adds and maintains links, videos, and rich text lessons for exercises in Enablement programs. In many cases, the same person fulfills both the Enablement admin and content manager roles.

Assign the Content Manager contributor role in the Enablement workspace of the Digital Experiences app. This contributor role applies to all program types.

Enablement Resources Manager

This role adds and maintains resources related to Enablement other than content that Enablement users directly consume as part of programs, such as these items.

• Surveys sent to peers and managers for gathering feedback on user performance
• Prompts and walkthroughs in Lightning Experience that guide users through Salesforce features outside of programs

This role isn’t required to build Enablement programs in Salesforce. But, if you want to use assessment surveys in programs or create in-app guidance alongside your programs, assign these permissions to Enablement resource managers.

In-App Guidance Manager for Partners

As part of your Partner Enablement strategy, this role adds and maintains prompts and walkthroughs for partner users in supported Experience Cloud sites, outside of programs.

Assign the Manage In-App Guidance for Partners permission set to these users.

Sales Leader

This role can create, edit, delete, and run Enablement reports and dashboards in personal folders. They can view prebuilt reports and dashboards for full Enablement programs and track progress for all users, including users outside their role hierarchy. This role can also view dashboards owned by people under them in the role hierarchy.

Assign the Manage Enablement Analytics permission to these users.

Enablement User

This role takes published programs that you assign to them or share with them so they can self-enroll. For Enablement programs in Lightning Experience, these users are typically sales reps who take programs in the Guidance Center. For Partner Enablement programs, these users are partners who can take programs, prompts, and walkthroughs on your partner experience site.

Assign these permissions to Enablement users.