Guidelines for Assembling Enablement Programs

Names, Titles, and Descriptions

For all the items in your program, write concise, action-oriented titles that present clear goals for users who take the program. Use the available description fields to clarify expectations and requirements. Avoid lengthy, repetitive text and think about how you can motivate and inform users while they work.

• The Program Name and all title fields allow up to 80 characters, but we recommend 35 characters or fewer to simplify the experience for users. Consider action-oriented titles, such as “Improve Discovery Call Skills” and “Increase Average Deal Size”.
• All description fields allow up to 350 characters, but we recommend that you use only one or two sentences. Summarize how the exercise or milestone supports the overall outcome or section.

Experience Cloud Site

For Partner Enablement programs, select a supported Experience Cloud site where you want to show the program to partners. To learn more about requirements for selecting a site and other caveats related to Partner Enablement programs, see Considerations for Partner Enablement Programs.

Outcome-Based Programs

To provide a final goal associated with completing a program, turn on Outcome-Based Program and specify a program outcome and related measure. The outcome is shown to users at the top of the program, directly under the program title and description. This prominent location demonstrates the importance of that final achievement and keeps them focused on the end goal that you’ve set. For most programs, we recommend turning on this option to help your Enablement team associate specific revenue goals and behavior changes with program completion.

Milestones that you add to the program are presented as incremental goals for users to achieve along the way to meeting the program outcome.

If your program includes only equally important smaller goals for users to achieve, turn off Outcome-Based Program.

Allowing Users to Self-Enroll

Users can take programs in two ways.

• You can assign users to programs directly.
• Users can self-enroll in programs that you make available.

To allow users to self-enroll, turn on Users Can Self-Enroll. After you save and publish the program, you can share it with specific users, groups, or roles. Both assigned and self-enrolled programs are included in the prebuilt reports and dashboards.

To assign users to programs directly, no action is needed in Program Builder. After you save and publish the program, you can assign specific users.

Day

On the outcome and each exercise and milestone, use the Day field to specify the day of the program when that item is due.

For the outcome, the Day field specifies the number of days the full program takes. For example, if your program lasts 60 days, enter 60 for the outcome’s Day field. The value you enter contributes to the program’s due date that users see when they take the program. See Considerations and Limitations for Enrolling Users in Enablement Programs.

Exercise Types

In Program Builder, the type of exercise that you select determines the supported resource format, the content you add, and the icon that users see when they take the program. See Exercise Types in Enablement Programs.

Exercise Length

When adding content for exercises, remember that users prefer short bursts of easily consumable content. We recommend that you include only content that users can complete in 15 minutes or less. To minimize disruptions and clicking for users, avoid linking to content that just links to other content.

Exercise Content

Make sure the content that you add to exercises recommends only products that are available to your users. For example, Trailhead exercises reference public modules that Salesforce publishes and that can describe Salesforce products or features that cost extra or not appropriate for your company. If you started from a program template for a sales program in Lightning Experience, review the placeholder exercises for applicability to your users.

Sections in Programs

With sections, group program milestones and exercises into logical, manageable, and trackable chunks of related content and goals. When users take programs, they can expand or collapse sections. The prebuilt reports and dashboards include progress data by section so you can see how users are doing, section by section.

Milestones in Programs

Assign small incremental goals to your Enablement users by using milestones. Milestones are presented to your users throughout the program along with exercises in the order that items are due. Outcomes and milestones include measures to track your users’ progress based on criteria defined for specific objects. See Managing Enablement Measures for Outcomes and Milestones.