Employee Enablement Program Team Roles and Responsibilities

The complexity of your employee enablement program goals and size of your team determine how these roles work for you. In some cases, one person can fulfill multiple responsibilities. For others, a team of collaborators is needed. Not all of these roles are required to use Employee Enablement Program. But it can be nice to rely on these folks if they’re available.

Channel Account Manager

This role helps plan content and experiences that support employees, who take programs, prompts, and walkthroughs on Employee Portal. They collaborate with Enablement admins and in-app guidance managers to identify content and activities that contribute to employee success.

This role isn’t required to build employee enablement programs or in-app guidance in Employee Portal, but you can give them permissions as needed.

Salesforce Admin

This role can access Setup and manage Salesforce data, including these tasks.

• Set up features and customize Salesforce
• Assign permissions for other roles

Permissions for Salesforce admins can vary depending on the task. To find the appropriate permissions needed, search Salesforce Help for the specific task.

Salesforce Developer

This role can extend Salesforce functionality with custom code that implements company-specific business rules, logic, and workflows. They collaborate with Salesforce admins and other roles to help build custom functionality that supports employee enablement programs.

This role isn’t required to build employee enablement programs, but you can give them permissions as needed.

Site Developer

This role helps create, publish, and maintain Employee Portal. They use the Employee Enablement Program components and pages in supported site templates to build experiences where employees can take programs, prompts, and walkthroughs.

To ensure that site developers can access the Employee Enablement Program data, assign the Manage Enablement Essentials permission set to these users.

Enablement Admin

This role leads, implements, and maintains employee enablement programs, including these tasks.

• Create, edit, delete, publish, and unpublish employee enablement programs in Employee Portal.
• Make programs available to employees, either by assigning programs directly or sharing programs so employees can self-enroll.
• View all Employee Enablement Program analytics.
• Customize prebuilt Employee Enablement Program reports and dashboard.
• Create reports and dashboard by using Employee Enablement Program report types.
• Optionally, view and take the programs that they create and maintain.
• View custom walkthroughs in Employee Portal that your company creates for onboarding employees.

Assign the Manage Enablement Essentials permission set to Enablement admins.

Content Creator or Manager

This role adds and maintains links, surveys, videos, and rich text lessons for exercises in employee enablement programs. In many cases, the same person fulfills both the Enablement admin and content manager roles.

Assign the Content Manager contributor role in the Enablement workspace of the Digital Experiences app.

Enablement Resources Manager

This role adds and maintains resources related to Employee Enablement Program other than content that employees directly consume as part of programs, such as prompts and walkthroughs in Lightning Experience that guide users through Salesforce features outside of programs.

This role isn’t required to build employee enablement programs in Salesforce. But, if you want to create in-app guidance alongside your programs, assign these permissions to Enablement resource managers.

In-App Guidance Manager

This role adds and maintains prompts and walkthroughs for employees in Employee Portal, outside of programs.

Assign the Manage In-App Guidance for Partners permission set to these users.

Enablement User

This role takes published programs that you assign to them or share with them so they can self-enroll. These users are employees who can take programs, prompts, and walkthroughs in Employee Portal.

Assign the Employee Enablement Program Community User permission set license to Enablement users.