Enablement Rollout Guide
Build, launch, and track Enablement programs that help your company’s sales reps achieve revenue outcomes and that grow your business with partner engagement and loyalty.
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. |
People in multiple roles collaborate to define your Enablement use cases and goals, plan your solution, and develop and maintain programs.
1. Plan
Start by gathering your Enablement team and identifying the specific behaviors you want to target to improve your revenue goals. Learn about the Enablement model of programs, milestones, outcomes, and exercises and how you can apply this model to your unique objectives.
| Resource | Salesforce Admin | Business Operations Expert | Enablement Admin | Other Roles |
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| Enablement Team Roles and Responsibilities |
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| Driving Business Outcomes with Enablement |
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| Sales Programs and Partner Tracks with Enablement Developer Guide: Enablement Data Model |
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Salesforce developer | |
| Trying Sales Programs for Free with Enablement Lite |
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| Salesforce Success Events: Sales: Enabelement (Sales Programs) |
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| Trailhead: Sales Programs and Partner Tracks Basics |
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Content creator or manager |
2. Set Up
Equip your Enablement team members with the access, permissions, and features needed for implementing your plan.
| Resource | Salesforce Admin | Business Operations Expert | Enablement Admin | Other Roles |
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| Video: Welcome to Enablement at Salesforce (can be outdated) |
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| Setting Up Enablement |
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| Sandbox Support for Enablement |
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Content creator or manager |
3. Create
Now the fun begins! Enablement admins can start building the artifacts needed to implement your plan, including programs, measures for milestones and outcomes, and content for exercises. Work with developers to extend default program capabilities by integrating your preferred content providers and experiences.
| Resource | Salesforce Admin | Business Operations Expert | Enablement Admin | Other Roles |
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| Video: Enablement Feature Demo - Building a Program (can be outdated) |
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Content creator or manager | ||
| Getting Started with Sales Programs Quickly |
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Content creator or manager | ||
| Building Enablement Measures |
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| Guidelines for Assembling Enablement Programs |
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| Managing Digital Experiences Content for Exercises in Enablement Programs |
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Content creator or manager | |
| Managing Assessment Surveys for Feedback Request Exercises |
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Enablement resources manager |
| Integrating Einstein Coach with Sales Programs |
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Enablement resources manager |
| Sales Programs and Partner Tracks with Enablement Developer Guide: Implement Custom Exercise Types for Enablement Programs |
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Salesforce developer | ||
| Managing Partner Enablement Programs |
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Channel account manager, site developer |
4. Launch
Put your team’s hard work into action and make finished programs available to users.
| Resource | Salesforce Admin | Business Operations Expert | Enablement Admin | Other Roles |
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| Launching Enablement Programs |
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| Sales Programs and Partner Tracks with Enablement Developer Guide: Automate Program Assignment |
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Salesforce developer | |
| Sales Programs and Partner Tracks with Enablement Developer Guide: Migrate Programs and Their Dependencies Between Orgs |
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Salesforce developer |
5. Adopt
Monitor how users are progressing and performing with their programs so that you can iterate on your Enablement strategy. Expand your programs to new groups of users and implement more sophisticated change management.
| Resource | Salesforce Admin | Business Operations Expert | Enablement Admin | Other Roles |
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| Tracking Enablement Program Progress |
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| Maintaining Enablement Programs |
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Content creator or manager | ||
| Supported Languages for Enablement |
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Content creator or manager | ||
| Enablement Limits |
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