Enablement measures specify the job-related activity that correspond to outcomes and
milestones in Enablement programs. A measure identifies the source object, related objects,
fields, field values, and logic that you want to associate with a particular activity you want
to track. Measures and programs are separate objects in Salesforce so that you can define a
measure one time and then reuse it across multiple programs or use it multiple times in one
program. To help you get started, some prebuilt measures are available, or you can create
measures from scratch.
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, and Unlimited, Editions for an
additional cost
|
- Prebuilt Enablement Measures
To help you get started with Enablement measures, some prebuilt measures are available and define criteria for completing some typical outcomes and milestones. Review the use cases, criteria, and applicable prerequisites for each prebuilt measure. Some prebuilt measures are available to start using right away, but others require extra setup, including measures that use Einstein Conversation Insights (ECI). In Program Builder, templates for programs that sales users take in Lightning Experience reference prebuilt measures.
- Considerations for Creating and Editing Measures
Work with your business operations expert and other Enablement team members to carefully identify the objects and fields you want to use for tracking job-related activity. Before you start creating or editing measures, review how you can safely modify prebuilt measures or measures that are already used in published programs. See how you can preview measures, handle invalid measures, and create more elaborate measures using related and custom objects.
- Guidelines for Creating Einstein Conversation Insights Measures for Conversation-Based Goals
To add conversation-based goals to your Enablement programs using voice and video calls recorded with Einstein Conversation Insights (ECI), create a measure that uses ECI objects. Learn guidelines for building successful ECI measures, such as which parameters are required. Also, get ideas for incorporating ECI Call Insights into your programs, such as counting key phrases that call owners mention during their customer calls.
- Create and Activate Enablement Measures
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.
- Clone Enablement Measures
Add measures quickly by cloning measures that are already created and modifying the cloned measures. Cloning measures is recommended for modifying prebuilt measures that come with the Enablement add-on license. You can clone valid measures from the Enablement Measures page regardless of the measure’s status. The cloned measures retain all details from the original measures.
- Enablement Measures Examples
Find inspiration for creating Enablement measures that track job-related activity for your Enablement program outcomes and milestones. For some examples, a Salesforce admin must set up other features or create custom objects, fields, or picklists. Some examples offer There can be multiple ways to track the same behavior or goal, so you can consider multiple options. To further refine the specific activity that a measure tracks, combine field filters from multiple examples
- Resolving Access to Enablement Measures Objects and Fields
Sometimes Enablement admins can’t access objects, fields, or fields values when creating or editing measures. This scenario can happen when profiles, permission sets, or sharing settings restrict access or when the objects or fields are deleted or renamed.
