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Sales Programs and Partner Tracks with Enablement
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            Assign Permissions to Your Enablement Team

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            Assign Permissions to Your Enablement Team

            Assign permissions to Enablement team members and users for managing programs, managing content, and taking programs. Give access to Enablement admins to access objects and fields when creating measures. Some options and settings are different depending on whether you’re working with Enablement Lite, full Enablement, or Partner Enablement programs.

            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 Cloud, Service Cloud, or the Salesforce Platform in: Enterprise, Performance, Unlimited, and Einstein 1 Sales Edition Editions for an additional cost
            Enablement Lite is available with Sales Cloud 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 Cloud, Service Cloud, 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 assign permission set groups:

            Assign Permission Sets

            AND

            View Setup and Configuration

            To familiarize yourself with the appropriate permission set groups or default permission sets to assign, review the list of default Enablement permission set groups, permission sets, and permissions. If you’re trying Enablement for free, review the default permissions and sets included with Enablement Lite.

            Note
            Note Permission set group assignments are calculated and can take some time before they go into effect. See Permission Set Group Status and Recalculation.
            1. From Setup, in the Quick Find box, enter Enablement, and then select the page for the types of programs you’re creating.
              • For full Enablement, select Enablement Settings.
              • For Enablement Lite, select Enablement Lite Settings.
              • For Partner Enablement, select Partner Enablement Settings.
            2. Assign Enablement admin permissions to users who build, assign, and track Enablement programs.
              • For Enablement Lite, assign the Manage Enablement Lite Essentials default permission set.
              • For full Enablement, assign the Enablement Admin permission set group.
              • For Partner Enablement, assign the Manage Enablement Essentials default permission set. For Partner Enablement programs, we recommend that you assign this permission set to both Enablement admins and site developers.
              1. Scroll to the Assign Permissions for Enablement Admins step, and click Go to Permission Set or Go to Permission Set Group.
                The permission set or permission set group opens in a new browser tab.
              2. Click Add Assignments.
              3. Search for the user that you want to add, and click Assign.
              4. Close the browser tab, and return to Enablement Settings or Partner Enablement Settings.
            3. For Partner Enablement programs only, repeat the previous step to assign the Manage Enablement Essentials default permission set to site developers. These permissions ensure that site developers can access Enablement objects when they add Enablement components and pages to supported Experience Cloud sites.
            4. For full Enablement programs only, assign Enablement Resources Manager permissions. These users create assessment surveys for Feedback Request exercises and create prompts and walkthroughs in Lightning Experience for use outside of Enablement programs.
              1. Scroll to the Assign Enablement Resources Managers step, and click Go to Permission Set Group.
                The Enablement Resources Manager permission set group opens in a new browser tab.
              2. Click Add Assignments.
              3. Search for the user that you want to add, and click Assign.
              4. Close the browser tab, and return to Enablement Settings.
            5. Assign the Content Manager contributor role in the Enablement workspace in Digital Experiences to users who manage links, videos, and rich text for exercises. Complete the steps in Assign a Contributor Role in the Enablement Workspace.
            6. For Partner Enablement programs only, assign In-App Guidance Manager permissions to users who create prompts and walkthroughs in supported Experience Cloud sites.
              1. Scroll to the Assign In-App Guidance Managers in Experience Cloud Sites step, and click Go to Permission Set.
                The Manage In-App Guidance for Partners permission set opens in a new tab.
              2. Click Add Assignments.
              3. Search for the user that you want to add, and click Assign.
              4. Close the browser tab, and return to Partner Enablement Settings.
            7. In the Let Enablement Admins Build Measures on All Objects and Fields step, optionally turn on Allow build access for all objects and fields. This option gives Enablement admins access to create measures for program outcomes and milestones using objects and fields that they can’t normally access.
              When the setting is on, Enablement admins see the names of all objects, fields, and field values when creating a measure. Outside of Enablement, access to all objects and fields is still limited by object- and field-level security, including the ability to view associated data within records.
            8. For full Enablement programs only, assign Manage Enablement Analytics permissions to sales leaders who can create, edit, delete, run, and view prebuilt Enablement reports and dashboard.
              1. Scroll to the Assign Permissions for Viewing Analytics step, and click Go to Permission Set .
                The Manage Enablement Analytics permission set opens in a new browser tab.
              2. Click Add Assignments.
              3. Search for the user that you want to add, and click Assign.
              4. Close the browser tab, and return to Enablement Settings.
            9. Assign Enablement user permissions to users who take Enablement programs.
              • For Enablement Lite, assign the Use Enablement Lite Programs default permission set.
              • For full Enablement, assign the Enablement User permission set group.
              • For Partner Enablement, assign the Partner Enablement User permission set group.
              1. Scroll to the Assign Permissions for Enablement Users step or Assign Permissions for Partner Enablement Users step, and click Go to Permission Set or Go to Permission Set Group.
                The permission set or permission set group opens in a new browser tab.
              2. Click Add Assignments.
              3. Search for the user that you want to add, and click Assign.
              4. Close the browser tab, and return to Enablement Settings or Partner Enablement Settings.

            See Also

             
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