Considerations for Setting Up Enablement
If you’re a Salesforce admin, review considerations about Enablement before setting up the product for your users.
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. |
Trying Enablement for Free
In Sales only, you can turn on Enablement for a limited number of users for free. Experiment with Enablement programs, outcomes, milestones, measures, and exercises for sales users in Lightning Experience, with some limitations. In Enablement Settings, turn on Try Enablement for Free. Enablement Lite provides different permission sets and analytics compared with what you get with full Enablement. See Trying Sales Programs for Free with Enablement Lite.
Enablement Settings and Partner Enablement Settings
If your company uses Partner Relationship Management (PRM), the Enablement section of Setup includes both Enablement Settings and Partner Enablement Settings. These steps are the same regardless of which page you’re using.
- Preparing a sandbox
- Assigning the Content Manager contributor role
- Allowing Enablement admins access to view all objects and fields when creating measures
- Checking the availability of prebuilt measures
Other steps are unique depending on whether you’re setting up Enablement Lite, full Enablement, or Partner Enablement.
Object Security, Field Security, and Sharing Settings
When creating Enablement measures, Enablement admins can require access to objects and fields that they can’t normally access. From the Enablement Settings page in Setup, under the section Let Enablement Admins Build Measures on All Objects and Fields, turn on Allow build access for all objects and fields.
Sometimes Enablement admins can’t see qualifying records during a measure preview, so it appears that the measure isn’t working correctly, even though the qualifying records exist. Ask your Salesforce admin to check whether your company’s sharing settings are limiting your access.
See Resolving Access to Enablement Measures Objects and Fields.
Deleting Scheduled Jobs for Enablement Causes Issues
Don’t delete scheduled jobs for Milestone Computation or Program Status. If you need help rescheduling jobs, contact Salesforce Customer Support.
