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.
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. |
- Gather your Enablement team.
- Establish the outcomes for your programs. Work with a business operations expert to select
business outcomes that you want to achieve when the program is completed. Identify the user
behaviors you want to develop or change to help achieve that outcome.
- Establish the milestones for your programs. Work with a business operations expert to
select bite-sized, incremental goals for users to complete during the program.
- Determine how you can measure outcome and milestone progress using Salesforce data.
Consider the objects, fields, and field values that you want to evaluate when you define
Enablement measures. If you don’t know Salesforce well or want help with designing a tracking
process, enlist help from your Salesforce admin or business operations expert.
- Gather the content for your program exercises. Identify content that supports the outcomes
and milestones that you specified.
- Ask Enablement team members to communicate changes they make to processes for tracking
job-related activities. Any changes after programs are launched can skew or invalidate your
analytics.
For example, maybe a Salesforce admin removes, renames, or hides an object or field
used with an Enablement measure. Any outcomes or milestones that reference the measure no
longer function the way they did before the change. For programs that are still in progress,
the analytics are no longer accurate. But if your Enablement team communicates changes they
plan to make, you can safely iterate on programs without disrupting your users or
analytics.
