--- schema_version: "1" id: cc00612d32f892bf9c12e46814516de40f292b40af91a0c044b011aad6e2a8e0 title: Guidelines for Assembling Enablement Programs collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/enablement_programs_overview.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.enablement_programs_overview.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: efa898cfebb9fa30b42c851e215ffe4e98f2288accf90c06ed0de60ad2610462 description: 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. products: - Sales Cloud - Sales Enablement release: "264" --- # Guidelines for Assembling Enablement Programs 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. ### 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.
## Names, Titles, and Descriptions For all the items in your program, write concise, action-oriented titles that present clear goals for users who take the program. Use the available description fields to clarify expectations and requirements. Avoid lengthy, repetitive text and think about how you can motivate and inform users while they work. - The Program Name and all title fields allow up to 80 characters, but we recommend 35 characters or fewer to simplify the experience for users. Consider action-oriented titles, such as “Improve Discovery Call Skills” and “Increase Average Deal Size”. - All description fields allow up to 350 characters, but we recommend that you use only one or two sentences. Summarize how the exercise or milestone supports the overall outcome or section. ## Experience Cloud Site For Partner Enablement programs, select a supported Experience Cloud site where you want to show the program to partners. To learn more about requirements for selecting a site and other caveats related to Partner Enablement programs, see [Considerations for Partner Enablement Programs](https://help.salesforce.com/s/articleView?id=sales.enablement_partner_considerations.htm&release=264.0.0&type=5 "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."). ## Outcome-Based Programs To provide a final goal associated with completing a program, turn on **Outcome-Based Program** and specify a program outcome and related measure. The outcome is shown to users at the top of the program, directly under the program title and description. This prominent location demonstrates the importance of that final achievement and keeps them focused on the end goal that you’ve set. For most programs, we recommend turning on this option to help your Enablement team associate specific revenue goals and behavior changes with program completion. Milestones that you add to the program are presented as incremental goals for users to achieve along the way to meeting the program outcome. If your program includes only equally important smaller goals for users to achieve, turn off **Outcome-Based Program**. ## Allowing Users to Self-Enroll Users can take programs in two ways. - You can assign users to programs directly. - Users can self-enroll in programs that you make available. To allow users to self-enroll, turn on **Users Can Self-Enroll**. After you save and publish the program, you can share it with specific users, groups, or roles. Both assigned and self-enrolled programs are included in the prebuilt reports and dashboards. To assign users to programs directly, no action is needed in Program Builder. After you save and publish the program, you can assign specific users. ## Day On the outcome and each exercise and milestone, use the Day field to specify the day of the program when that item is due. For the outcome, the Day field specifies the number of days the full program takes. For example, if your program lasts 60 days, enter 60 for the outcome’s Day field. The value you enter contributes to the program’s due date that users see when they take the program. See [Considerations and Limitations for Enrolling Users in Enablement Programs](https://help.salesforce.com/s/articleView?id=sales.enablement_assignments_guidelines.htm&release=264.0.0&type=5 "When you assign users to an Enablement program, certain factors can determine how assignments behave, such as permissions, assignment and selection limits, filters, and the user’s time zone. These factors can also affect users who self-enroll in programs."). ## Exercise Types In Program Builder, the type of exercise that you select determines the supported resource format, the content you add, and the icon that users see when they take the program. See [Exercise Types in Enablement Programs](https://help.salesforce.com/s/articleView?id=sales.enablement_programs_exercise_types_reference.htm&release=264.0.0&type=5 "The Program Builder palette includes several types of exercises that determine the content you provide and how users experience the content when they take the program."). ## Exercise Length When adding content for exercises, remember that users prefer short bursts of easily consumable content. We recommend that you include only content that users can complete in 15 minutes or less. To minimize disruptions and clicking for users, avoid linking to content that just links to other content. ## Exercise Content Make sure the content that you add to exercises recommends only products that are available to your users. For example, Trailhead exercises reference public modules that Salesforce publishes and that can describe Salesforce products or features that cost extra or not appropriate for your company. If you started from a program template for a sales program in Lightning Experience, review the placeholder exercises for applicability to your users. ## Sections in Programs With sections, group program milestones and exercises into logical, manageable, and trackable chunks of related content and goals. When users take programs, they can expand or collapse sections. The prebuilt reports and dashboards include progress data by section so you can see how users are doing, section by section. ## Milestones in Programs Assign small incremental goals to your Enablement users by using milestones. Milestones are presented to your users throughout the program along with exercises in the order that items are due. Outcomes and milestones include measures to track your users’ progress based on criteria defined for specific objects. See [Managing Enablement Measures for Outcomes and Milestones](https://help.salesforce.com/s/articleView?id=sales.enablement_milestone_measure.htm&release=264.0.0&type=5 "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."). #### 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.") - [Managing Digital Experiences Content for Exercises in Enablement Programs](https://help.salesforce.com/s/articleView?id=sales.enablement_content.htm&release=264.0.0&type=5 "The Enablement add-on license provisions a workspace named Enablement in the Digital Experiences app, where you manage the content that you want to use for exercises in Enablement programs. Define a link to specific content one time and easily reuse that content across multiple programs. Manage rich text and images for Lesson exercises, embedded videos for Video exercises, and links to your company’s existing resources—PDFs, slide decks, webinars, recordings, and so on—for other exercise types.") - [Assign Users to Enablement Programs Manually](https://help.salesforce.com/s/articleView?id=sales.enablement_programs_assign.htm&release=264.0.0&type=5 "To ensure that users take an Enablement program by a certain date, assign sales territories or users to the program and select a start date. When you assign territory roles to a program, users in those roles are automatically assigned to the program. Assigned users receive an email and in-app notification on the program’s start date.") - [Share Enablement Programs So Users Can Self-Enroll](https://help.salesforce.com/s/articleView?id=sales.enablement_programs_self_enroll.htm&release=264.0.0&type=5 "To make an Enablement program available to users so they can enroll at their own convenience, enable self-enrollment in Program Builder. Then, share a program with specific users, groups, or roles. Users can find programs that are shared with them and start taking the program when they’re ready.") - [Editing Published Enablement Programs That Users Are Taking](https://help.salesforce.com/s/articleView?id=sales.enablement_programs_published_edit.htm&release=264.0.0&type=5 "You can modify some details of a published program even after users start taking it. For some simple changes to names, titles, and descriptions, you can edit and save the program without disrupting the user experience or the integrity of your analytics. Other changes require you to remove users and unpublish programs, which can be disruptive.") - [Create Enablement Programs Based on Templates](https://help.salesforce.com/s/articleView?id=sales.enablement_create_program_template.htm&release=264.0.0&type=5 "With Enablement Lite and full Enablement, you can create sales programs in Lightning Experience quickly by choosing from program templates. Program templates define and organize outcomes, milestones, and exercises for common sales use cases. For example, find templates that help your sales reps onboard, close deals, and sell new products. Even if you’re not creating a program for sales, you can browse and preview templates to find inspiration for custom programs you create.") - [Installing Enablement Programs from Managed Packages](https://help.salesforce.com/s/articleView?id=sales.enablement_package.htm&release=264.0.0&type=5 "Quickly bring programs to life in minutes by installing programs and all their dependencies, including measures and exercise content, from second-generation managed packages.")