Assign measurable goals based on real, job-related activity in Salesforce to your
Enablement users as part of a program. Specify an optional outcome that represents the program’s
most significant and measurable goal. Add incremental milestones that represent smaller,
bite-sized achievements on the way to the outcome. For an outcome and each milestone, select the
Enablement measures that define the specific objects, fields, and field value criteria for the
activity you want to track. When Enablement users start working toward an outcome or milestone,
they see their progress in the flow of the program. You can track users’ progress with
Enablement dashboards and reports.
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. |
- 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.
- Managing Composite Outcomes and Milestones
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.
