---
schema_version: "1"
id: 29186383caa155d0d03f99faa460e5d15dfc30b86d7d6bcfa03f51cf038a1df3
title: Prerequisites for Enablement Program Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/enablement_template_prerequisites.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.enablement_template_prerequisites.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e95d375cf0cc652c1506070035aed60e32e9acb8e55b2d31f1a96d67b501dc6a
description: Program templates have items that are ready to use and placeholders that require you to complete some extra setup or add some details. To customize template-based programs for your users, review the prerequisites or additional details for the placeholder items.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Prerequisites for Enablement Program Templates

Program templates have items that are ready to use and placeholders that require you to complete some extra setup or add some details. To customize template-based programs for your users, review the prerequisites or additional details for the placeholder items.

### 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></tbody></table>

For exercise placeholders, add supported content for different exercise types. 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.")

For outcomes and measures, select an appropriate prebuilt measure, or create a custom measure. For some custom measures, ask your Salesforce admin for help with custom fields or Einstein Conversation Insights (ECI) configurations.

- Ask your Salesforce admin to identify any custom fields used to track the user behavior or goals in your program. If your company hasn’t introduced any custom fields, work with your Salesforce admin to create a field that tracks the details you want to follow in your program.
- To add measures based on ECI voice and video call objects to your programs, your Salesforce admin must set up ECI for Enablement. If you plan to set Enablement program goals that encourage users to mention key phrases during their customer calls, your Salesforce admin must set up ECI Call Insights. For some measures, you must create custom call insights to indicate the phrases that are most important for your company.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-enablement-264-0-0-production-enus/4a7278f8-cbf0-413e-95e6-6a1aa646877b/images/icon_important.png)

Important ECI isn’t supported in Developer Edition, isn’t supported in Partner Enablement programs in Experience Cloud sites, and isn’t included with Enablement Lite. However, if you’re trying Enablement Lite and your company already uses ECI, you can still use ECI measures with Enablement Lite programs.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d8998e116">Template</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d8998e119">Outcome or Milestone</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d8998e122">Measure Details</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Template" class="slds-cell-wrap" rowspan="5" style="vertical-align:top;" headers="d8998e116 ">Get Started as an AE</td>

            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Log a Call or Email by Day 11</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Includes a prebuilt measure: <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_overview.htm&amp;release=264.0.0&amp;type=5" title="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.">Number of logged calls and
                emails</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Book a Discovery Call by Day 15</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure with a custom field or picklist. See <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_examples.htm&amp;release=264.0.0&amp;type=5" title="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">Number of booked discovery calls</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Qualify an Opportunity by Day 30</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure that follows your standard process for qualifying an
              opportunity.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Conduct a Product Demo by Day 40</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure with a custom field or picklist. See <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_examples.htm&amp;release=264.0.0&amp;type=5" title="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">Number of completed demos</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Close a Deal by Day 90</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Includes a prebuilt measure: <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_overview.htm&amp;release=264.0.0&amp;type=5" title="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.">Number of deals
                won</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Template" class="slds-cell-wrap" rowspan="8" style="vertical-align:top;" headers="d8998e116 ">Get Started as a BDR</td>

            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Book a Discovery Call</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure with a custom field or picklist. See <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_examples.htm&amp;release=264.0.0&amp;type=5" title="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">Number
                of booked discovery calls</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Log 20 Calls by Day 15</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Includes a prebuilt measure: <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_overview.htm&amp;release=264.0.0&amp;type=5" title="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.">Number of logged calls</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Log 50 Calls by Day 20</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Includes a prebuilt measure: <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_overview.htm&amp;release=264.0.0&amp;type=5" title="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.">Number of logged calls</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Qualify an Opportunity by Day 20</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure that follows your standard process for qualifying an
              opportunity.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Log 200 Activities by Day 23</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Includes a prebuilt measure: <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_overview.htm&amp;release=264.0.0&amp;type=5" title="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.">Number of logged calls</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Log 100 Calls by Day 25</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Includes a prebuilt measure: <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_overview.htm&amp;release=264.0.0&amp;type=5" title="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.">Number of logged calls</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Qualify 5 Opportunities by Day 40</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure that follows your standard process for qualifying an
              opportunity.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Qualify 10 Opportunities by Day 60</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure that follows your standard process for qualifying an
              opportunity.</td>

          </tr>
          <tr class="">
            <td data-label="Template" class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d8998e116 ">Get Started as a CSM</td>

            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Close a Case by Day 30</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Includes a prebuilt measure: <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_overview.htm&amp;release=264.0.0&amp;type=5" title="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.">Number of closed cases</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Run a QBR Meeting</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure that follows your standard process for tracking
              completed QBR meetings.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Complete an Implementation by Day 120</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure that follows your standard process for tracking
              completed implementations.</td>

          </tr>
          <tr class="">
            <td data-label="Template" class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d8998e116 ">Get Started as an SE</td>

            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Track Your Work on an Opportunity</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure that follows your standard process for assigning
              opportunities to SEs.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Conduct a Product Demo by Day 40</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure with a custom field or picklist. See <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_examples.htm&amp;release=264.0.0&amp;type=5" title="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">Number
                of completed demos</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Close Your First Deal with an AE</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure that follows your standard process for tracking
              closed opportunities assigned to SEs.</td>

          </tr>
          <tr class="">
            <td data-label="Template" class="slds-cell-wrap" rowspan="6" style="vertical-align:top;" headers="d8998e116 ">Build a Strong Pipeline</td>

            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Log 120 Activities by Day 15</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Includes a prebuilt measure: <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_overview.htm&amp;release=264.0.0&amp;type=5" title="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.">Number of logged calls and
                emails</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Book a Sales Meeting by Day 15</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure that follows your standard process for tracking
              completed sales meetings.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Log 245 Activities by Day 20</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Includes a prebuilt measure: <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_overview.htm&amp;release=264.0.0&amp;type=5" title="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.">Number of logged calls and
                emails</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Book 4 Sales Meetings by Day 20</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure that follows your standard process for tracking
              scheduled sales meetings.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Log 370 Activities by Day 30</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Includes a prebuilt measure: <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_overview.htm&amp;release=264.0.0&amp;type=5" title="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.">Number of logged calls and
                emails</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Build a $300,000 Pipeline by Day 30</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure that calculates pipeline value for a sales
              rep.</td>

          </tr>
          <tr class="">
            <td data-label="Template" class="slds-cell-wrap" rowspan="5" style="vertical-align:top;" headers="d8998e116 ">Win More Opportunities</td>

            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Outcome: Close 3 Deals</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Includes a prebuilt measure: <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_overview.htm&amp;release=264.0.0&amp;type=5" title="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.">Number of deals won</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Book 10 Meetings with Your Target Personas</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure with a custom field. See <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_examples.htm&amp;release=264.0.0&amp;type=5" title="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">Number
                of meetings with a target customer persona</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Conduct Customer Calls Using Our Demo Script</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure on an ECI object. A custom ECI call insight is also
              required. See <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_examples.htm&amp;release=264.0.0&amp;type=5" title="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">Number of customer calls with keywords
                mentioned</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Conduct a Customer Call Using Our Value Proposition</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure on an ECI object. A custom ECI call insight is also
              required. See <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_examples.htm&amp;release=264.0.0&amp;type=5" title="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">Number of customer calls with keywords
                mentioned</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Close Deals Worth $200,000</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure. See <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_examples.htm&amp;release=264.0.0&amp;type=5" title="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">Number of deals that meet a minimum deal
                size</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Template" class="slds-cell-wrap" rowspan="6" style="vertical-align:top;" headers="d8998e116 ">Increase Deal Size</td>

            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Outcome: Close 2 deals worth $100,000 each</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure. See <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_examples.htm&amp;release=264.0.0&amp;type=5" title="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">Number of deals that meet a minimum deal
                size</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Qualify an Opportunity with 2 or More Products</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure that follows your standard process for qualifying an
              opportunity for the products you want to sell.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Conduct Customer Calls to Discuss Products</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure on an ECI object. A custom ECI call insight is also
              required. See <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_examples.htm&amp;release=264.0.0&amp;type=5" title="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">Number of customer calls with keywords
                mentioned</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Conduct a Customer Call Using Our Value Proposition</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure on an ECI object. A custom ECI call insight is also
              required. See <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_examples.htm&amp;release=264.0.0&amp;type=5" title="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">Number of customer calls with keywords
                mentioned</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Close a Deal with a Specific Product</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure. See <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_examples.htm&amp;release=264.0.0&amp;type=5" title="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">Number of deals won for a specific
                product</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Close 2 Deals with 2 or More Products</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure that follows your standard process for closing an
              opportunity for the products you want to sell.</td>

          </tr>
          <tr class="">
            <td data-label="Template" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d8998e116 ">Sell a New Product</td>

            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Outcome: Close a Deal</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure. See <a href="https://help.salesforce.com/s/articleView?id=sales.enablement_measures_examples.htm&amp;release=264.0.0&amp;type=5" title="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">Number of deals
                won for a specific product</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Outcome or Milestone" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e119 ">Milestone: Qualify 5 Opportunities with a Target Persona</td>

            <td data-label="Measure Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d8998e122 ">Requires a custom measure that follows your standard process for qualifying
              opportunities with key personas.</td>

          </tr>
        </tbody>
      </table>

#### See Also

- [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.")
- [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.")
- [Set Up Einstein Conversation Insights for Enablement](https://help.salesforce.com/s/articleView?id=sales.enablement_setup_eci.htm&release=264.0.0&type=5 "In full Enablement programs, you can add conversation-based outcomes and milestones. To get started, set up Einstein Conversation Insights (ECI) for use with Enablement. The full Enablement add-on license includes ECI. If your Enablement team wants to influence users to say key phrases during their calls, set up and define custom ECI Call Insights. Setting up ECI is also a prerequisite for using Einstein Coach in Enablement programs to generate feedback for reps’ sales pitches.")
- [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.")