Setting Up Enablement
Before you can start creating and completing Enablement programs, Salesforce admins must complete some setup steps. Review Enablement roles and assign appropriate permissions for building and completing programs. For sales programs in Lightning Experience, you can set up Einstein Conversation Insights (ECI) so that Enablement admins can add conversation-based outcomes and milestones.
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. |
- Enablement Data Model
Enablement objects define measures, programs, and program items (also called program tasks), such as outcomes, milestones, and exercises. These objects also track progress that users make through a program and its items. - Trying Sales Programs for Free with Enablement Lite
In Sales only, you can turn on Enablement for free, with a limited number of programs and users. With Enablement Lite, you can experiment with programs, outcomes, milestones, measures, and exercises for sales users in Lightning Experience. Integrate these free capabilities into your Enablement team’s definition and rollout strategy. - Enablement Compatibility with Other Products and Environments
Enablement Lite, full Enablement, and Partner Enablement functionality is compatible with other products and environments, including Government Cloud Plus and Industries solutions, with some limitations. - Considerations for Setting Up Enablement
If you’re a Salesforce admin, review considerations about Enablement before setting up the product for your users. - Enablement Team Roles and Responsibilities
Multiple disciplines collaborate to define, build, and track Enablement programs. Identify colleagues who can take on these roles so that your Salesforce admin can assign permissions appropriately. - Enablement Permission Set Groups, Permission Sets, and Permissions
Enablement includes default permission set groups based on team member roles. The permission set groups include default permission sets based on tasks that people in those roles complete. The permission sets include individual user permissions and object permissions. - 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. - Set Up Einstein Conversation Insights for Enablement
In full Enablement programs, you can add conversation-based outcomes and milestones. To get started, set up Einstein Conversation Insights (ECI) for use with Enablement. The full Enablement add-on license includes ECI. If your Enablement team wants to influence users to say key phrases during their calls, set up and define custom ECI Call Insights. Setting up ECI is also a prerequisite for using Einstein Coach in Enablement programs to generate feedback for reps’ sales pitches. - Refresh the Enablement Reports and Dashboard
Enablement includes prebuilt reports and dashboards for tracking program performance and progress. Different reports and dashboards are available depending on whether you’re using Enablement Lite, full Enablement, or Partner Enablement. For all program types, you can make sure that your Enablement team can access the latest version of prebuilt analytics by refreshing the reports and dashboards in Setup. If your Enablement team has customized any of the prebuilt reports or dashboards, take care that you don’t override those customizations. - Manage Notifications for Enablement Programs, Outcomes, and Milestones
Help your company’s Enablement rollout run smoothly by encouraging users to take and complete programs on time. Notify users when a program is assigned or when they self-enroll in a program, and send congratulations when programs are completed. Remind users when they haven’t started taking a program they enrolled in. Nudge users when a program, outcome, or milestone is due soon. Manage notifications separately for sales programs in Lightning Experience and partner programs in Experience Cloud sites. - Sandbox Support for Enablement
Enablement Lite, full Enablement, and Partner Enablement functionality is available in sandboxes with some limitations. - Set Up a Sandbox for Testing Enablement Measures Built on Einstein Conversation Insights
Some additional steps are required if your Enablement admins want to test full Enablement programs that use Einstein Conversation Insights (ECI) measures in a sandbox. Enablement testing is supported in full sandboxes only. - Show or Hide Confetti When Users Complete Assigned Programs
For Enablement Lite or full Enablement programs, you can add some extra celebration when an Enablement user completes a program. Salesforce admins can specify whether animated confetti plays on screen in the Guidance Center.
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