Getting Started with Sales Programs Quickly
Reduce the time required to bring sales programs to production by installing programs from managed packages or choosing a program template in Program Builder.
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. |
- Create Enablement Programs Based on Templates
With Enablement Lite and full Enablement, you can create sales programs in Lightning Experience quickly by choosing from program templates. Program templates define and organize outcomes, milestones, and exercises for common sales use cases. For example, find templates that help your sales reps onboard, close deals, and sell new products. Even if you’re not creating a program for sales, you can browse and preview templates to find inspiration for custom programs you create. - Prerequisites for Enablement Program Templates
Program templates have items that are ready to use and placeholders that require you to complete some extra setup or add some details. To customize template-based programs for your users, review the prerequisites or additional details for the placeholder items. - Installing Enablement Programs from Managed Packages
Quickly bring programs to life in minutes by installing programs and all their dependencies, including measures and exercise content, from second-generation managed packages.
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