---
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title: Prebuilt Enablement Measures
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/enablement_measures_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.enablement_measures_overview.htm&release=264.0.0&type=5
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content_type: documentation
content_hash: f15b3c724c05e2dbe98930e2a5120d38c98d97acae7f15e866f662db151f5e75
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Enablement is available in <strong>Developer</strong> Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong>, Editions for an additional cost</td></tr></tbody></table>

Prebuilt measures define job-related user activities that you want to track for program outcomes and milestones. If you see a prebuilt measure that you want to use, confirm that it evaluates the same objects, fields, and field values for tracking activity that you want to use. Also confirm whether you any extra setup is required.

If the prebuilt measures don’t follow your company’s processes for tracking user activity, review the measure details for inspiration and guidance as you create custom measures. Or, clone the prebuilt measure and modify it. See [Considerations for Creating and Editing Measures](https://help.salesforce.com/s/articleView?id=sales.enablement_measures_considerations.htm&release=264.0.0&type=5 "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.").

From Setup, you can check which prebuilt measures are available. Then, you can view prebuilt measures from the Enablement Measures page. Prebuilt measure descriptions indicate that they’re provided by Salesforce.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-enablement-264-0-0-production-enus/4a7278f8-cbf0-413e-95e6-6a1aa646877b/images/icon_important.png)

Important ECI isn’t supported in Developer Edition, isn’t supported in Partner Enablement programs in Experience Cloud sites, and isn’t included with Enablement Lite. However, if you’re trying Enablement Lite and your company already uses ECI, you can still use ECI measures with Enablement Lite programs.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:25%">
        <col style="width:25%">
        <col style="width:25%">
        <col style="width:25%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5971e94">Prebuilt Measure</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5971e97">What’s Measured</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5971e100">How Users Get Credit</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5971e103">Recorded Date and Time of the Achievement</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Prebuilt Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e94 ">Average Deal Size</td>

          <td data-label="What’s Measured" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e97 ">Opportunity</td>

          <td data-label="How Users Get Credit" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e100 ">The user in the Opportunity Owner field must set the Stage field to
            Closed Won and fill in the Amount field. When it’s completed, the
            opportunity owner gets credit for closing that deal, and the amount is
            totaled and averaged across other deals that the user wins.</td>

          <td data-label="Recorded Date and Time of the Achievement" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e103 ">The date the opportunity owner provides in the Close Date
            field.</td>

        </tr>
        <tr class="">
          <td data-label="Prebuilt Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e94 ">
            <p>Number of Calls with Next Steps</p>
            <p style="margin-bottom:0;">This measure requires
              ECI.</p>
          </td>

          <td data-label="What’s Measured" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e97 ">
            <p>Unified Voice Call</p>
            <p>Related Objects:</p>
            <ul>
              <li> Unified Voice Call Participant</li>
              <li>Unified Activity Insight </li>
            </ul>
          </td>

          <td data-label="How Users Get Credit" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e100 ">The user in the Call Owner field for a voice call must mention
            follow-up, scheduling, or action items according to the ECI
            recording.</td>

          <td data-label="Recorded Date and Time of the Achievement" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e103 ">The date and time provided in the Activity Date Time field.</td>

        </tr>
        <tr class="">
          <td data-label="Prebuilt Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e94 ">
            <p>Number of Calls with Talk Ratio Less than 50%</p>
            <p style="margin-bottom:0;">This measure requires
              ECI. </p>
          </td>

          <td data-label="What’s Measured" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e97 ">
            <p>Unified Voice Call</p>
            <ul>
              <li> Unified Voice Call Participant</li>
              <li>Unified Activity Insight </li>
            </ul>
          </td>

          <td data-label="How Users Get Credit" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e100 ">The user in the Call Owner field for a voice call must have talked
            less than 50% of the call according to the ECI recording. </td>

          <td data-label="Recorded Date and Time of the Achievement" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e103 ">The date and time provided in the Activity Date Time field.</td>

        </tr>
        <tr class="">
          <td data-label="Prebuilt Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e94 ">Number of Closed Cases</td>

          <td data-label="What’s Measured" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e97 ">Case</td>

          <td data-label="How Users Get Credit" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e100 ">The user in the Case Owner field must set the Status field to Closed.
            When they do, the case owner gets credit for closing that deal.</td>

          <td data-label="Recorded Date and Time of the Achievement" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e103 ">The date provided in the Date/Time Closed field. Date/Time Closed is
            filled automatically when the user sets the case status to
            Closed.</td>

        </tr>
        <tr class="">
          <td data-label="Prebuilt Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e94 ">Number of Logged Calls and Emails</td>

          <td data-label="What’s Measured" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e97 ">Task</td>

          <td data-label="How Users Get Credit" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e100 ">
            <p>The user in the Assigned To field must meet all these requirements to
              get credit for logging the call or email. </p>
            <ul>
              <li>The Subtype field must be Call or Email, or the word “Call” must
                be added to the subject.</li>
              <li>The Status must be Completed. </li>
            </ul>
          </td>

          <td data-label="Recorded Date and Time of the Achievement" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e103 ">The date and time provided in the Completed Date/Time field.
            Completed Date/Time is filled when the user sets the task status to
            Complete.</td>

        </tr>
        <tr class="">
          <td data-label="Prebuilt Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e94 ">Number of Logged Calls</td>

          <td data-label="What’s Measured" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e97 ">Task</td>

          <td data-label="How Users Get Credit" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e100 ">
            <p>The user in the task Assigned To field must meet all these
              requirements to get credit for logging the call.</p>
            <ul>
              <li>The Subtype field must be Call or the word “Call” must be added
                to the subject.</li>
              <li>The Status must be Completed.</li>
            </ul>
          </td>

          <td data-label="Recorded Date and Time of the Achievement" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e103 ">The date and time provided in the Completed Date/Time field.
            Completed Date/Time is filled when the user sets the task status to
            Complete.</td>

        </tr>
        <tr class="">
          <td data-label="Prebuilt Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e94 ">Number of Logged Emails</td>

          <td data-label="What’s Measured" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e97 ">Task</td>

          <td data-label="How Users Get Credit" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e100 ">
            <p>The user in the task Assigned To field must meet all these
              requirements to get credit for logging the email.</p>
            <ul>
              <li>The Subtype field must be Email.</li>
              <li>The Status must be Completed.</li>
            </ul>
          </td>

          <td data-label="Recorded Date and Time of the Achievement" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e103 ">The date and time provided in the Completed Date/Time field.
            Completed Date/Time is filled when the user sets the task status to
            Complete.</td>

        </tr>
        <tr class="">
          <td data-label="Prebuilt Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e94 ">Number of Deals Won</td>

          <td data-label="What’s Measured" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e97 ">Opportunity</td>

          <td data-label="How Users Get Credit" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e100 ">The user in the Opportunity Owner field must set the Stage field to
            Closed Won. When they do, the opportunity owner gets credit for closing
            that deal.</td>

          <td data-label="Recorded Date and Time of the Achievement" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e103 ">The date the opportunity owner provides in the Close Date
            field.</td>

        </tr>
        <tr class="">
          <td data-label="Prebuilt Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e94 ">Total Amount in Pipeline</td>

          <td data-label="What’s Measured" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e97 ">Opportunity</td>

          <td data-label="How Users Get Credit" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e100 ">The user in the Opportunity Owner field gets credit for the monetary
            value provided in the Amount field for any opportunity with a stage
            value other than Closed Won or Closed Lost.</td>

          <td data-label="Recorded Date and Time of the Achievement" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e103 ">The date provided in the Created Date field.</td>

        </tr>
        <tr class="">
          <td data-label="Prebuilt Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e94 ">Total Revenue from Deals Won</td>

          <td data-label="What’s Measured" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e97 ">Opportunity</td>

          <td data-label="How Users Get Credit" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e100 ">The user in the Opportunity Owner field must set the Stage field to
            Closed Won. When they do, the opportunity owner gets credit for winning
            the monetary value provided in the Amount field.</td>

          <td data-label="Recorded Date and Time of the Achievement" class="slds-cell-wrap" style="vertical-align:top;" headers="d5971e103 ">The date the opportunity owner provides in the Close Date
            field.</td>

        </tr>
      </tbody>
    </table>

#### See Also

- [Getting Started with Sales Programs Quickly](https://help.salesforce.com/s/articleView?id=sales.enablement_template_parent.htm&release=264.0.0&type=5 "Reduce the time required to bring sales programs to production by installing programs from managed packages or choosing a program template in Program Builder.")
- [Building Enablement Measures](https://help.salesforce.com/s/articleView?id=sales.enablement_measures_create_parent.htm&release=264.0.0&type=5 "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.")
- [Outcomes, Milestones, and Measures](https://help.salesforce.com/s/articleView?id=sales.enablement_outcomes.htm&release=264.0.0&type=5 "Before you start assembling a program in Salesforce, identify your program goals, including the outcome you want users to achieve and the incremental milestones they complete along the way. And, learn how to define the criteria for measuring and tracking progress against your goals.")