Users in different roles engage with your enablement site throughout the content lifecycle. Depending on your company’s size and available talent, users can perform more than one role.
Required Editions
| Available in: Enterprise, Performance, and Unlimited Editions |
Core Roles
Here’s a rundown of some key roles that need the right Salesforce permissions to complete their work on your enablement site.
Note These roles aren’t necessarily different people. Often, one person fulfills the
responsibilities of multiple roles.
- Salesforce admins
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- Set up the company’s enablement site.
- Configure permissions for other users and their roles.
- Configure the company’s branding options, such as logo, color, and banner image.
- Set up the role, experience level, and product filters that learners use when searching for content.
- Install Trail Tracker, an AppExchange app that syncs your enablement site with a Salesforce org.
- Set up Learning Paths in the Guidance Center panel and Learning Home to make content available contextually within Salesforce.
- Create process automation, such as assignments and notifications based on user activity in Salesforce.
- Content creators
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- Create content plans that map out the modules and trails that the company wants to deliver.
- Write content.
- Collaborate with subject matter experts (SMEs) to review content for accuracy and completeness.
- Assign learning content to team members.
- Build and assign trailmixes.
- Maintain existing content.
- Release managers
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- Coordinate the publishing process.
- Plan release objectives.
- Create and enforce project schedules.
- Publish approved content according to schedules.
- Learners
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- Search for and complete learning content.
- Create trailmixes for their personal learning activities or to share with their colleagues.
Team Dependencies
To work effectively, content creators sometimes depend on the time and input from people on other teams. These dependencies usually don’t require any specific Salesforce permissions or enablement site expertise to let people contribute.
- Subject matter experts (SMEs)
- Review and approve content. SMEs typically review drafts of content in a collaboration tool before content creators set up the trails and modules in Trailmaker.
- Localization team or vendor
- Translate content from the default language, English, into other languages that an enablement site supports. A localization team or vendor typically works with English content that’s been formatted in and exported from your enablement site.