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.
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
|
| User Permissions Needed |
| To create, edit, publish, unpublish, or delete a program: |
Design and Deliver Enablement Programs
OR
Design and Deliver Enablement Lite
Programs
|
Select a template that aligns with your outcomes, and modify it for your company’s preferred
business processes or data. Some outcomes, milestones, and exercises in the templates are ready
to use. Others have placeholders that require you to complete some prerequisites, or add some
details based on how your company wants to track job-related activities in Salesforce.
- From the App Launcher, find and select Enablement Programs.
- From the Enablement Programs page, click New.
- If prompted, select Enablement for the program type and click
Next.
If your company uses Partner Relationship Management (PRM), the Partner Enablement option
is also available. But templates aren’t available for Partner Enablement programs.
- To preview a template, select it and scroll through the prebuilt details, outcomes,
milestones, and exercises.
- Click Create.
- Customize the program so that it works for your users, then publish it and make it
available to users.
