--- schema_version: "1" id: 5800301cdcc36d355f19e63abf73025f8a6d23d2418e94e9476fdcac61cec4b1 title: Considerations for Partner Enablement Programs collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/enablement_partner_considerations.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.enablement_partner_considerations.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: f681c421ee907451a9ac8c528f82620e695459118b0c85506e00f8fa5373243f description: In general, Partner Enablement programs in supported Experience Cloud sites behave similarly to sales programs in Lightning Experience. Some details for creating and launching Partner Enablement programs are different, and other considerations apply when you’re getting started with a supported Experience Cloud site. products: - Sales Cloud - Sales Enablement release: "264" --- # Considerations for Partner Enablement Programs In general, Partner Enablement programs in supported Experience Cloud sites behave similarly to sales programs in Lightning Experience. Some details for creating and launching Partner Enablement programs are different, and other considerations apply when you’re getting started with a supported Experience Cloud site. ### Required Editions
Available in: Lightning Experience
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.
## Permissions For Enablement admins, the Design and Deliver Enablement Programs permission gives access to create sales programs for Lightning Experience and Partner Enablement programs in Experience Cloud sites. This permission is included in the Manage Enablement Essentials default permission set. You can create up to 100 unpublished or published Partner Enablement programs. Also, consider assigning the Manage Enablement Essentials permission set to site developers. Assigning this permission set ensures that site developers can access Enablement objects when they add Enablement components and pages to Experience Cloud sites. For partner users, the Partner Enablement User permission set group includes permission sets for taking Partner Enablement programs in sites. ## User Experience Partner Enablement programs are delivered to partner users who log in to your Partner Relationship Management (PRM) site, built with Experience Cloud. They find and take programs within your PRM site pages. Typically, these users don’t have access to Lightning Experience and their only contact with your brand is the site. Work with a site developer to add Enablement program information to your site. Some default components and pages are available. ## Requirements for Experience Cloud Sites In Program Builder, the Experience Cloud Site field is available in the program properties when you’re creating a Partner Enablement program. The Enablement components are available only in these Experience Cloud site templates that a site developer edits with Experience Builder. - Automotive - Aura-based B2B Commerce templates (no longer solid) - Build Your Own (Aura) - Customer Service - Financial Services Client Portal - Insurance Agent Portal - Partner Central Other permissions are required for selecting a site in Program Builder. | Your Permission or Access | Sites You Can Select | | --- | --- | | Create and Set Up Experiences | Inactive or active sites | | Customize Application | Inactive or active sites | | Member of the site | Active sites only | If you don’t have one of these permissions, you can’t see the site in Program Builder. If another Enablement admin with permissions added the site and you edit the program, you can’t see the site or save or publish the program. ## Outcome, Milestones, and Exercises A Partner Enablement program can include 30 total items, including the outcome, milestones, and exercises. Most prebuilt measures for outcomes and milestones are compatible with Partner Enablement programs, but measures that require Einstein Conversation Insights (ECI) aren’t supported. Audio Recording, Document, Scheduled Event, and Other exercises in Partner Enablement programs support relative URLs to other site pages. In the corresponding Link content record in the Enablement workspace in the Digital Experiences app, specify a relative URL to another site page. This behavior differs from sales programs in Lightning Experience, where exercises that use the Link content type must specify full URLs. Action Item, Feedback Request, and Trailhead exercises aren’t supported in Partner Enablement programs. ## Enrollment When you assign partner users to Partner Enablement programs, you can filter by account in addition to the profile, group, and role filters. The assignment window lists only users who have the Take Partner Enablement Programs permission. Up to 10,000 users can be assigned to or enrolled in a Partner Enablement program. ## Notifications A Salesforce admin can manage notification settings related to Partner Enablement programs for all partner users. See [Manage Notifications for Enablement Programs, Outcomes, and Milestones](https://help.salesforce.com/s/articleView?id=sales.enablement_notifications.htm&release=264.0.0&type=5 "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."). Email notifications related to Partner Enablement programs still respect user-specific email preferences on your site. In-app notifications related to Partner Enablement programs depend on the environments that partner users can access. - Partners receive notifications in all sites that they’re members of and that support notifications, not just the site where the Partner Enablement program is published. - If partners have access to Lightning Experience, they receive notifications related to Partner Enablement programs in Lightning Experience. ## Analytics Partner Enablement provides a dashboard and reports that are separate from the analytics for other program types. To view Partner Enablement analytics, you must have sharing access to the PRM Reports and PRM Dashboards root folders. Unlike sales programs in Lightning Experience, Partner Enablement programs don’t have the View Analytics button on program record detail pages. And, the Partner Enablement dashboard and reports show data for all Partner Enablement programs, not individual programs. In Partner Enablement Settings, a Salesforce admin can get the latest Partner Enablement analytics by refreshing the prebuilt reports and dashboard. ## In-App Guidance in Sites Partner Enablement includes prompts and walkthroughs in the same Experience Cloud sites where you publish programs. In Partner Enablement Settings, a Salesforce admin can assign the Manage In-App Guidance for Partners default permission set to users who create prompts and walkthroughs in sites. The Partner Enablement User permission set group that Salesforce admins assign to partner users includes permission to view prompts and walkthroughs in sites. #### See Also - [Enablement Components and Pages in Experience Cloud Site Templates](https://help.salesforce.com/s/articleView?id=sales.enablement_partner_components.htm&release=264.0.0&type=5 "In Experience Builder, certain site templates include an Enablement section in the Components panel and Enablement pages in the Pages menu. A site developer can use these components and pages to show Partner Enablement programs, outcomes, milestones, and exercises in your Partner Relationship Management (PRM) experience.") - [Enablement Permission Set Groups, Permission Sets, and Permissions](https://help.salesforce.com/s/articleView?id=sales.enablement_permissions.htm&release=264.0.0&type=5 "Enablement includes default permission set groups based on team member roles. The permission set groups include default permission sets based on tasks that people in those roles complete. The permission sets include individual user permissions and object permissions.") - [Assign Permissions to Your Enablement Team](https://help.salesforce.com/s/articleView?id=sales.enablement_setup_assign_perms.htm&release=264.0.0&type=5 "Assign permissions to Enablement team members and users for managing programs, managing content, and taking programs. Give access to Enablement admins to access objects and fields when creating measures. Some options and settings are different depending on whether you’re working with Enablement Lite, full Enablement, or Partner Enablement programs.") - [View the Partner Enablement Dashboard and Reports](https://help.salesforce.com/s/articleView?id=sales.enablement_partner_analytics.htm&release=264.0.0&type=5 "For Partner Enablement programs in Experience Cloud sites, open the prebuilt dashboard from the Dashboards page or the prebuilt reports from the Reports page. Unlike sales programs in Lightning Experience, Partner Enablement programs don’t have the View Analytics button on program record detail pages. And, the Partner Enablement dashboard and reports show data for all Partner Enablement programs, not individual programs.") - [Refresh the Enablement Reports and Dashboard](https://help.salesforce.com/s/articleView?id=sales.enablement_analytics_refresh.htm&release=264.0.0&type=5 "Enablement includes prebuilt reports and dashboards for tracking program performance and progress. Different reports and dashboards are available depending on whether you’re using Enablement Lite, full Enablement, or Partner Enablement. For all program types, you can make sure that your Enablement team can access the latest version of prebuilt analytics by refreshing the reports and dashboards in Setup. If your Enablement team has customized any of the prebuilt reports or dashboards, take care that you don’t override those customizations.") - [Permissions for Creating and Accessing In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_wt_license.htm&language=en_US) - [User License and Experience Cloud Template Support for Partner Relationship Management](https://help.salesforce.com/s/articleView?id=slack.prm_support_license_template.htm&language=en_US) - [Experience Cloud Site Statuses](https://help.salesforce.com/s/articleView?id=experience.networks_status.htm&language=en_US) - [Manage Site Emails and Notifications](https://help.salesforce.com/s/articleView?id=experience.exp_cloud_administer_emails_notifications.htm&language=en_US)