---
schema_version: "1"
id: 373ef1f3854360f675565cd2636a68bcdbb5fbfa439f4bf06945ea9ab6ff9b23
title: Considerations for Setting Up Enablement
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/enablement_setup_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.enablement_setup_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b6c61d8ad7e713d16af2846fb9e729ee96458f039cebd140d9f76d76a6de1ef2
description: If you’re a Salesforce admin, review considerations about Enablement before setting up the product for your users.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Considerations for Setting Up Enablement

If you’re a Salesforce admin, review considerations about Enablement before setting up the product for your users.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Enablement is available in <strong>Developer</strong> Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Einstein 1 Sales Edition</strong> Editions for an additional cost</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Enablement Lite is available with Sales in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Partner Enablement is available in <strong>Developer</strong> Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions for an additional cost. A <a href="https://help.salesforce.com/s/articleView?id=slack.prm_support_license_template.htm&amp;language=en_US" target="_blank">supported PRM add-on license</a> is required.</td></tr></tbody></table>

## Trying Enablement for Free

In Sales only, you can turn on Enablement for a limited number of users for free. Experiment with Enablement programs, outcomes, milestones, measures, and exercises for sales users in Lightning Experience, with some limitations. In Enablement Settings, turn on **Try Enablement for Free**. Enablement Lite provides different permission sets and analytics compared with what you get with full Enablement. See [Trying Sales Programs for Free with Enablement Lite](https://help.salesforce.com/s/articleView?id=sales.enablement_lite.htm&release=264.0.0&type=5 "In Sales only, you can turn on Enablement for free, with a limited number of programs and users. With Enablement Lite, you can experiment with programs, outcomes, milestones, measures, and exercises for sales users in Lightning Experience. Integrate these free capabilities into your Enablement team’s definition and rollout strategy.").

## Enablement Settings and Partner Enablement Settings

If your company uses Partner Relationship Management (PRM), the Enablement section of Setup includes both Enablement Settings and Partner Enablement Settings. These steps are the same regardless of which page you’re using.

- Preparing a sandbox
- Assigning the Content Manager contributor role
- Allowing Enablement admins access to view all objects and fields when creating measures
- Checking the availability of prebuilt measures

Other steps are unique depending on whether you’re setting up Enablement Lite, full Enablement, or Partner Enablement.

## Object Security, Field Security, and Sharing Settings

When creating Enablement measures, Enablement admins can require access to objects and fields that they can’t normally access. From the Enablement Settings page in Setup, under the section Let Enablement Admins Build Measures on All Objects and Fields, turn on **Allow build access for all objects and fields**.

Sometimes Enablement admins can’t see qualifying records during a measure preview, so it appears that the measure isn’t working correctly, even though the qualifying records exist. Ask your Salesforce admin to check whether your company’s sharing settings are limiting your access.

See [Resolving Access to Enablement Measures Objects and Fields](https://help.salesforce.com/s/articleView?id=sales.enablement_measures_access.htm&release=264.0.0&type=5 "Sometimes Enablement admins can’t access objects, fields, or fields values when creating or editing measures. This scenario can happen when profiles, permission sets, or sharing settings restrict access or when the objects or fields are deleted or renamed.").

## Deleting Scheduled Jobs for Enablement Causes Issues

Don’t delete scheduled jobs for Milestone Computation or Program Status. If you need help rescheduling jobs, contact Salesforce Customer Support.

#### See Also

- [Trying Sales Programs for Free with Enablement Lite](https://help.salesforce.com/s/articleView?id=sales.enablement_lite.htm&release=264.0.0&type=5 "In Sales only, you can turn on Enablement for free, with a limited number of programs and users. With Enablement Lite, you can experiment with programs, outcomes, milestones, measures, and exercises for sales users in Lightning Experience. Integrate these free capabilities into your Enablement team’s definition and rollout strategy.")
- [Resolving Access to Enablement Measures Objects and Fields](https://help.salesforce.com/s/articleView?id=sales.enablement_measures_access.htm&release=264.0.0&type=5 "Sometimes Enablement admins can’t access objects, fields, or fields values when creating or editing measures. This scenario can happen when profiles, permission sets, or sharing settings restrict access or when the objects or fields are deleted or renamed.")
- [_Trailhead_: Control Access to Objects](https://trailhead.salesforce.com/content/learn/modules/data_security/data_security_objects)
- [_Trailhead_: Create a Role Hierarchy](https://trailhead.salesforce.com/content/learn/modules/data_security/data_security_roles)
- [Organization-Wide Sharing Defaults](https://help.salesforce.com/s/articleView?id=platform.security_sharing_owd_about.htm&language=en_US)
- [Controlling Access Using Hierarchies](https://help.salesforce.com/s/articleView?id=platform.security_controlling_access_using_hierarchies.htm&language=en_US)