A composite goal in an Enablement program tracks Enablement users’ progress through
multiple measures or objects, simultaneously. For example, you can create a composite milestone
that tracks calls and meetings, which are types of Tasks and Events, respectively. Enablement
admins create composite goals by associating multiple measures with an outcome or milestone,
where each measure tracks a different source object with optional field filters and related
objects. To aggregate the results of the measures in the goal, specify a calculation logic such
as Add, Divide, or Percentage. As Enablement users start working toward an outcome or milestone,
the aggregated measure result is compared against the target to track users’ progress. Users
complete a goal when the measure result meets the target.
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. |
Guidelines for Managing Composite Goals
Review these guidelines for using composite outcomes and milestones for Enablement
programs.
- You can add up to 2 measures to a composite goal and up to 5 composite goals (1
composite outcome and 4 composite milestones) to an Enablement program.
- When you build a composite goal, you must add measures that are built with the Sum or
Count calculation method only.
- When you build a composite goal with Add calculation logic, all the measures that you
include in the goal must have the same Calculation Method.
- When you build a composite goal with Division or Percentage calculation logic, the first
measure you add to the goal is considered the numerator. The second measure is the
denominator.
- For a composite goal with Division or Percentage calculation logic, the minimum sample
size that you define pertains to the first measure only.
Composite Goals Examples
Get ideas for creating composite goals for your Enablement programs. Review examples of program
goals that require multiple measures and see how the objects and calculation logic work
together to track the job-related activity. While creating a composite outcome or milestone,
you can use the prebuilt measures or create custom measures that suit your use case.
| Milestone or Outcome |
Target |
Measured Object |
Measure 1 Details |
Measure 2 Details |
Calculation Logic |
Measures’ Aggregation |
| Log 100 Activities with 50 Calls and 50 meetings |
100 |
|
Prebuilt Measure: Number of Logged Calls |
Custom Measure: Number of Booked Meetings |
Add |
Number of Logged Calls + Number of Booked Meetings |
| Achieve a Win-Loss Ratio of 2:1 with At Least 4 Closed Deals |
2:1 |
Opportunity |
Prebuilt Measure: Number of Deals Won |
Custom Measure: Number of Deals Lost |
Divide |
Number of Deals Won ÷ Number of Deals Lost |
| Achieve a Win Rate of 60% with At Least 3 Closed Deals |
60 |
Opportunity |
Prebuilt Measure: Number of Deals Won |
Custom Measure: Number of Deals Created by User |
Percentage |
(Number of Deals Won ÷ Number of Deals Created by User) × 100 |
