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Manage Notifications for Enablement Programs, Outcomes, and Milestones

Help your company’s Enablement rollout run smoothly by encouraging users to take and complete programs on time. Notify users when a program is assigned or when they self-enroll in a program, and send congratulations when programs are completed. Remind users when they haven’t started taking a program they enrolled in. Nudge users when a program, outcome, or milestone is due soon. Manage notifications separately for sales programs in Lightning Experience and partner programs in Experience Cloud sites.

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.
User Permissions Needed
To manage notifications for programs:

View Setup and Configuration

AND

Modify All Data OR Customize Application

These notification types are available.

  • Program Assigned
  • Program Completed
  • Program Not Started
  • Program Due
  • Outcome or Milestone Due

For each notification type, specify whether users receive an email notification, in-app notification, or no notification.

For a Program Not Started, Program Due, and Outcome or Milestone Due notification, you can also configure when the notification is sent, with these considerations for weekends.

  • Notifications aren’t sent on weekends.
  • The times you specify for sending the notifications don’t account for weekends.
  • The number of remaining days shown in the email that a user receives represents the total number of real days until the item’s due date, including weekends.
  1. From Setup, in the Quick Find box, enter Enablement, and then select the page for the types of programs you’re managing notifications for.
    • For Enablement Lite or full Enablement, select Enablement Settings.
    • For Partner Enablement, select Partner Enablement Settings.
  2. Scroll to the Manage Notifications step.
  3. Find the notification type you want to modify and select Edit from the dropdown menu.
  4. Modify the notification settings.
    1. To show a notification in Lightning Experience, turn on In-App Notification.
      For partner programs in Experience Cloud sites, in-app notifications can also appear in sites. See Considerations for Partner Enablement Programs.
    2. To send a notification in email, turn on Email Notification.
      For partner programs in Experience Cloud sites, these email notifications don’t interfere with user-specific email preferences on your site.
    3. To change when a notification is sent, enter the percentage of days that must elapse between the program’s start date and the item’s due date.
      For example, if a program is 30 days long and you specify 20% for the Program Not Started notification, the notification is sent after day 6.
      Percentages that result in partial days round down, and percentages don’t account for weekends.
  5. Save your changes.

When you modify a notification setting, the changes apply only to programs that are assigned to users or that users enroll in after you save.