Create measures that align with your company’s processes for tracking job-related activities. Specify the criteria for the object and fields that satisfy the activity you want to measure for Enablement program outcomes and milestones. Activate measures you create so that they’re available for use in programs.
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. |
| User Permissions Needed | |
|---|---|
| To create, edit, activate, or delete a measure: |
Design and Deliver Enablement Programs OR Design and Deliver Enablement Lite Programs |
Before you create measures, work with your Enablement team to plan your Enablement strategy, which includes planning your measures. Also review considerations for creating and editing messures.
- From the App Launcher, find and select Enablement Measures.
- Click New.
- Complete the required fields on each tab. As you progress through building the measure, the Help with Measures panel shows you guidance for each field.
- On the Preview tab, click Preview to test your measure. If the
preview doesn’t show records that you expect to qualify for the outcomes and milestones where
you want to use this measure, click Back. Modify some of the measure
parameters, and then return to Preview and test your measure again.
We recommend that you verify three to five user records.
- When you’re done, save your work.
After saving, the measure’s record detail page is shown.
- If you’re ready to make the measure available for use in programs, click Activate on the measure’s record detail page.
Add measures to program outcomes or milestones from in Program Builder.