--- schema_version: "1" id: 378c94628af5aa2d809c0f037ceffa5ba19082f696dcbfc43af6cfa55945868d title: Managing Enablement Measures for Outcomes and Milestones collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/enablement_milestone_measure.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.enablement_milestone_measure.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 08a14497ecffe7e483ecc6b9ce7a6ca603001a4eaf76308a419e642003d9dd84 description: Outside of Enablement programs, you create Enablement measures and specify the objects, fields, and field values you want to track. In programs, you specify the criteria for completing an outcome or milestone that references measures. For example, specify the target values to achieve or the number of records to evaluate. You can reuse measures across multiple programs or multiple milestones in the same program. products: - Sales Cloud - Sales Enablement release: "264" --- # Managing Enablement Measures for Outcomes and Milestones Outside of Enablement programs, you create Enablement measures and specify the objects, fields, and field values you want to track. In programs, you specify the criteria for completing an outcome or milestone that references measures. For example, specify the target values to achieve or the number of records to evaluate. You can reuse measures across multiple programs or multiple milestones in the same program. ### 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.
## Measures for Outcomes and Milestones For the outcome and each incremental milestone in your Enablement program, select the appropriate measures. For the Target field, specify the number of times that a user must fulfill the measure’s criteria to complete the outcome or milestone. For example, if you set an outcome for users to win 3 deals by the completion of the program, set the Target to 3. Users see the target when taking the program. For example, for a target of 10, users see 0/10 until they progress toward the goal. For outcomes and milestones that use average-based measures, also specify a value for Minimum Sample Size. The minimum sample size represents the number of records that you want to evaluate for calculating the average value that satisfies the outcome or milestone. For example, if you want users to achieve an average deal size of $50,000 after closing 4 deals, set these values. - For Minimum Sample Size, enter 4. - For Measure Target, enter 50,000. For outcomes and milestones that use Einstein Conversation Insights (ECI) measures, specify a Day value that’s less than 180. You can track ECI measures only up to 180 days in the past. ![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. For composite outcomes and milestones, select multiple measures and specify a calculation logic to aggregate the measures’ results. The aggregated measure result is compared against the target for the composite outcome or milestone to track a user’s progress. See [Managing Composite Outcomes and Milestones](https://help.salesforce.com/s/articleView?id=sales.enablement_milestone_composite.htm&release=264.0.0&type=5 "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."). ## Multiple Milestones That Reference the Same Measure You can insert multiple milestones that reference the same measure. When a user taking the program progresses toward one of these milestones, their progress counts toward all milestones that reference that measure. A user’s progress is measured cumulatively. For example, let’s say that your program requires a user to win an increasing number of opportunities as the program progresses. | Milestone | Day of Program | | --- | --- | | Win 1 opportunity | 10 | | Win 3 opportunities | 20 | | Win 10 opportunities | 30 | In this example, each milestone references the same measure that tracks opportunities won. When a user wins their first opportunity, the program shows that the first milestone is complete. The program also shows that one opportunity has been won for both the second and third milestones. For the user, it can look as if they’re getting a head start on upcoming milestones. For the Enablement admin, the same result appears in their analytics. To make sure that your users are achieving the appropriate milestones, adjust the Target for each subsequent milestone. In this example, you want to make sure that a user wins 1 opportunity first, then 3 _more_ opportunities, and finally 10 _more_ opportunities. To account for that incremental achievement, adjust the Target values in each milestone. | Milestone | Day of Program | Measure Target | | --- | --- | --- | | Win 1 opportunity | 10 | 1 | | Win 3 opportunities | 20 | 4 | | Win 10 opportunities | 30 | 14 | #### See Also - [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.") - [Take Enablement Programs](https://help.salesforce.com/s/articleView?id=sales.enablement_program_complete.htm&release=264.0.0&type=5 "You can take Enablement programs when an Enablement admin assigns you to a program or shares a program with you for self-enrollment. Take an assigned program starting at 12 AM on the start date, or take a self-enrolled program anytime after you enroll.")