--- schema_version: "1" id: b5d502efc73e743876a7899be9673ae1e2a52a35c65d86cc2db5298e501a33ec title: Outcomes, Milestones, and Measures collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/enablement_outcomes.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.enablement_outcomes.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: cdccf75b599e48aefa17543f5c8cab92935d88178a9c6b49adad6231180068de description: 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. products: - Sales Cloud - Sales Enablement release: "264" --- # Outcomes, Milestones, and Measures 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. ### 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.
## How Outcomes and Milestones Differ A program’s outcome is final, most significant activity that you want to track and that maps to your target revenue metric. Milestones are smaller, incremental goals that help users demonstrate aptitude and build competencies on their way to the outcome. Reinforce preferred business processes or user behaviors, such as how you want users to track your company data in Salesforce. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-enablement-264-0-0-production-enus/4a7278f8-cbf0-413e-95e6-6a1aa646877b/images/icon_note.png) Note An outcome is optional. Some programs want to emphasize multiple but equally important milestones, rather than incremental milestones that build toward an outcome. ## Establishing Program Outcomes and Milestones Work with your team to identify the outcome and milestones you want to achieve, when you want users to achieve them, how you want to track progress. See [Plan Your Enablement Program Strategy](https://help.salesforce.com/s/articleView?id=sales.enablement_program_plan.htm&release=264.0.0&type=5 "To help put all your outcomes, milestones, and related measures into programs, work with your Enablement team to gather your requirements and make an implementation plan. Because Salesforce is highly customizable, your Enablement team can track activity for Enablement measures in different ways. Collaborate with your colleagues in other disciplines for support in building effective programs that align job-related activity with your measure criteria."). For example, maybe you’re planning a program to help shorten the ramp time of new sales reps. You identify a goal for a sales rep to close a deal within their first 60 days on the job. To support that goal, you want to reinforce standard business practices along the way. | Goal | Goal Type | Day of Program | | --- | --- | --- | | Close a deal | Outcome | 60 | | Log 5 sales calls | Milestone | 10 | | Log 30 sales emails | Milestone | 20 | | Log 200 sales calls or emails | Milestone | 40 | ## Measuring Progress for Outcomes and Milestones Criteria for completing outcomes and milestones are based on specific objects in Salesforce, such as tasks and opportunities. When you add an outcome or milestone to a program, you select a corresponding Enablement measure and specify the target value that a user must achieve to complete the milestone or outcome. For example, if a milestone requires a user to log five sales calls, a corresponding measure must specify what counts as a sales call. One way to define a sales call is by using the Task object and its fields. - Task Subtype is Call. - Task Subject includes the word “Call”. - Task Status is Completed. Outcomes and milestones can be modified to include multiple measures and objects for tracking users’ progress. For example, you can create a composite milestone that tracks calls and meetings, which are types of Tasks and Events respectively. Enablement Measures and Enablement Programs are separate objects in Salesforce. You can define a measure one time and then reuse it across multiple programs or use it multiple times in one program. Each outcome or milestone that references the measure can define a different target value. A Salesforce admin or business operations expert can help you identify the objects, fields, or other data you want to evaluate when you define measues. In some cases, a custom object or field might be required. Some prebuilt measures are available to help you get started. #### 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.") - [Prebuilt Enablement Measures](https://help.salesforce.com/s/articleView?id=sales.enablement_measures_overview.htm&release=264.0.0&type=5 "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.") - [Enablement Measures Examples](https://help.salesforce.com/s/articleView?id=sales.enablement_measures_examples.htm&release=264.0.0&type=5 "Find inspiration for creating Enablement measures that track job-related activity for your Enablement program outcomes and milestones. For some examples, a Salesforce admin must set up other features or create custom objects, fields, or picklists. Some examples offer There can be multiple ways to track the same behavior or goal, so you can consider multiple options. To further refine the specific activity that a measure tracks, combine field filters from multiple examples") - [Guidelines for Assembling Enablement Programs](https://help.salesforce.com/s/articleView?id=sales.enablement_programs_overview.htm&release=264.0.0&type=5 "With your Enablement measures planned and implemented, and your content ready to go, bring all the ingredients together in Program Builder. Organize your programs appropriately to help users have efficient, enjoyable experiences that help them achieve outcomes and milestones. Write helpful and instructive titles and descriptions for users who take your programs.") - [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.")