Represents an Enablement program, which includes
exercises and measurable milestones to help users such as sales reps achieve specific
outcomes related to your company’s revenue goals.
Where possible, we changed noninclusive terms to align with our
company value of Equality. We maintained certain terms to avoid any effect on
customer implementations.
Parent Type
This type extends the
Metadata metadata type and inherits its
fullName field.
File Suffix and Directory Location
EnablementProgramDefinition components have the suffix
.enablementProgramDefinition and are stored in the
enablementProgramDefinitions folder.
Version
EnablementProgramDefinition components are available in API version 61.0 and
later.
Special Access Rules
To access Enablement programs, the Design and Deliver Enablement Programs permission
is required. This permission is available with the Enablement add-on license.
For partner programs in supported Experience Cloud sites, a supported Partner
Relationship Management (PRM) add-on license is also required.
Fields
| description |
- Field Type
- string
- Description
-
Required. A summary of the program’s goals and
content that’s visible to users.
|
| developerName |
- Field Type
- string
- Description
-
Required. The unique programmatic name for the
program record.
|
| doesAllowSelfEnrollment |
- Field Type
- boolean
- Description
- Indicates whether users can self-enroll in programs that
are shared with them (true) or take only assigned programs
(false). The
default value is false.
|
| masterLabel |
- Field Type
- string
- Description
-
Required. A user-friendly name for the program, which
is defined when the program is created.
|
| name |
- Field Type
- string
- Description
-
Required. The name of the program that’s visible to
users.
|
| network |
- Field Type
- string
- Description
- The Experience Cloud site where a program is published
for partner users.
|
| sections |
- Field Type
- EnablementProgramSection[]
- Description
- Groups of milestones and exercises within a
program.
|
| tasks |
- Field Type
- EnablementProgramTask[]
- Description
- The outcome, milestones, and exercises in the
program.
|
| type |
- Field Type
- string
- Description
-
Required. Indicates whether the program is for sales
users in Lightning Experience (Enablement) or
partner users in supported Experience Cloud sites
(PtnrEnablement).
|
EnablementProgramSection
Represents a logical, trackable group of milestones and exercises within an
Enablement program. When users take programs, they can expand or collapse
sections.
| developerName |
- Field Type
- string
- Description
-
Required. The unique programmatic name for the
section.
|
| name |
- Field Type
- string
- Description
- Required. The title of the section that’s visible to
users when they take the program.
|
| sequenceNumber |
- Field Type
- int
- Description
-
Required. A number that specifies the order of the
section, relative to other sections, starting at
0.
|
| tasks |
- Field Type
- EnablementProgramTask[]
- Description
- The milestones and exercises in the section.
|
EnablementProgramTask
Represents an outcome, milestone, or exercise in an Enablement program. A program
task is also known as a program item.
| day |
- Field Type
- int
- Description
-
Required. The day of the program when the item is
due, relative to the program's start date. For
example, if a user is expected to complete an
exercise where they watch a product demo by day 2,
this field’s value is 2. For an outcome, this field
specifies the number of days the full program takes.
For example, if your program lasts 60 days, the
value of this field is 60 for the outcome. This
field’s value contributes to the program’s due date
that users see when they take the program.
|
| description |
- Field Type
- string
- Description
-
Required. A summary of the outcome, milestone, or
exercise that’s visible to users when they take the
program.
|
| developerName |
- Field Type
- string
- Description
-
Required. The unique programmatic name for the
outcome, milestone, or exercise.
|
| exercise |
- Field Type
- EnablementProgramTaskExercise
- Description
- The content used with an exercise.
If
taskSubCategory is ActionItem, this
field isn’t included when retrieving
metadata.
|
| milestone |
- Field Type
- EnablementProgramTaskMilestone
- Description
- The definition of an outcome or milestone, including the
Enablement measures used and the criteria for completing
the goal.
|
| name |
- Field Type
- string
- Description
-
Required. The title of the outcome, milestone, or
exercise that’s visible to users when they take the
program.
|
| sequenceNumber |
- Field Type
- int
- Description
-
Required. A number that specifies the order of the
milestone or exercise, relative to other milestones
or exercises that have the same due date in the
program or in the same section, starting at 0. This
number determines the order of items that users see
for that day in the program.
|
| taskCategory |
- Field Type
- ProgramTaskDefCategory (enumeration of type string)
- Description
-
Required. The type of the program item.
Values are:
Milestone is used for both the program’s outcome
and incremental milestones.
|
| taskSubCategory |
- Field Type
- string
- Description
-
Required. The type of exercise. This value determines
the content associated with the exercise. For
example, if the field value is Video, the exercise
must reference video content from the Enablement
workspace in the Digital Experiences app. Possible
values are:
- ActionItem
- AudioRecording
-
CustomExercise—Available in API
version 62.0 and later.
- Document
- FeedbackRequest
- Other
- OtherExercise
- ScheduledEvent
- TextLesson
- Trailhead
- Video
When taskCategory is Milestone, the value
of taskSubCategory must be
Other.
|
EnablementProgramTaskExercise
Represents the content used with an exercise in an Enablement program.
| cmsContent |
- Field Type
- EnablementProgramTaskCmsContent
- Description
-
The definition of content managed in the Enablement
workspace in the Digital Experiences app when
taskSubCategory on
EnablementProgramTask is AudioRecording, Document, OtherExercise,
ScheduledEvent, TextLesson, or
Video.
|
| customContent |
- Field Type
- EnablementProgramTaskCustomContent
- Description
-
The definition of content used with a custom exercise
type when taskSubCategory on
EnablementProgramTask is CustomExercise.
|
| externalContent |
- Field Type
- EnablementProgramTaskExternalContent
- Description
- The definition of Trailhead content when
taskSubCategory on
EnablementProgramTask is Trailhead.
|
| feedbackContent |
- Field Type
- EnablementProgramTaskFeedbackContent
- Description
- The definition of an assessment survey or Einstein
prompt template when
taskSubCategory on
EnablementProgramTask is FeedbackRequest.
|
EnablementProgramTaskCmsContent
Defines content managed in the Enablement workspace in the Digital Experiences app
for the Audio Recording, Document, Other, Scheduled Event, Text Lesson, or Video
exercise types.
| apiName |
- Field Type
- string
- Description
-
Required in API version 62.0. The unique programmatic
ID of the Digital Experiences content for the
exercise. This string’s format is workspaceType/workspaceApiName.contentFQN/contentApiName,
which matches the fullName
field value on the corresponding DigitalExperience
metadata type.
For example, a Link content record from the
Enablement workspace has this API name: enablement/sfdcEnablement_EnablementWorkspace.sfdc_enablement__link/link_API_name.
|
| contentKey |
- Field Type
- string
- Description
-
Not used in API version 62.0.
|
EnablementProgramTaskCustomContent
Defines content used with a custom exercise type.
| content |
- Field Type
- string
- Description
-
A serialized string returned by the Apex class that’s specified in the corresponding
LearningItemType metadata type’s
apexSerializerDeserializer
field. This string identifies the content used with
the custom exercise type so the custom exercise can
be recreated in the destination org. This
string:
- Can’t exceed 250 characters
- Must contain only alphanumeric characters
For details, see Implement Custom Exercise Types
for Enablement Programs in the Sales
Programs and Partner Tracks with Enablement
Developer Guide.
|
EnablementProgramTaskExternalContent
Defines Trailhead content for the Trailhead exercise type.
| externalId |
- Field Type
- string
- Description
-
Required. The API name of the Trailhead module used
with the exercise.
|
| providerType |
- Field Type
- ProgramExtContentDefProvider (enumeration of type
string)
- Description
-
Required. The supported external content platform or
system.
Values are:
|
EnablementProgramTaskFeedbackContent
Defines the assessment survey or Einstein prompt template for the Feedback Request
exercise type.
| inviteeCount |
- Field Type
- int
- Description
- The number of peers or managers that the user is
required to invite for giving feedback when
type is PeerFeedback. Each peer
or manager receives an invitation to the assessment
survey associated with the Feedback Request
exercise.
When type is
AIFeedback,
this value is always 1.
|
| promptTemplate |
- Field Type
- string
- Description
- The prompt template to use with this exercise when
type is AIFeedback.
|
| surveyDeveloperName |
- Field Type
- string
- Description
- The unique programmatic name for the assessment survey
that’s sent to peers and managers when
type is PeerFeedback.
|
| type |
- Field Type
- string
- Description
-
Required. The type of feedback used with the
exercise.
Values are:
-
AIFeedback—Users submit a video
call, and Einstein generates feedback from the
call’s transcription. With this type,
promptTemplate is
required.
-
PeerFeedback—Users submit a URL
to a sample of their work, and select peers and
managers to review their work. Selected peers and
managers complete an assessment survey. With this
type, surveyId is
required.
|
EnablementProgramTaskMilestone
Defines the requirements for an outcome or milestone, including the Enablement
measures used for tracking activity and the criteria for completing the outcome or
milestone.
| compositeMilestoneType |
- Field Type
- EnblCompositeMilestoneType (enumeration of type
string)
- Description
- The type of logic to use for evaluating the activity
from two Enablement measures in a composite
milestone.
Values are:
- Addition
- Division
- Percentage
|
| isMilestoneAnOutcome |
- Field Type
- boolean
- Description
-
Required. Indicates whether the program item is the program’s outcome (true) or an
incremental milestone (false).
|
| milestoneMeasures |
- Field Type
- EnablementProgramTaskMilestoneMeasure[]
- Description
- The Enablement measures used with the outcome or
milestone.
|
| milestoneTarget |
- Field Type
- double
- Description
- The target value for a user to achieve to get credit for
completing the outcome or milestone. The unit depends on
the specific measure used with the outcome or milestone.
For example, if the measure is the dollar amount of all
closed opportunities, then the field value is measured
in dollars.
|
| minimumSampleSize |
- Field Type
- int
- Description
- The number of records to evaluate when calculating
progress for an outcome or milestone that uses an
average-based measure. Use this field with
milestoneTarget. For example,
if you want users to achieve an average deal size of
$50,000 after closing 4 deals, then this field’s value
is 4 and
milestoneTarget is 50000.
|
EnablementProgramTaskMilestoneMeasure
Defines the Enablement measure used with an outcome or milestone.
| measureDefinitionDeveloperName |
- Field Type
- string
- Description
- The unique programmatic name of the Enablement measure
used with the outcome or milestone.
|
| sequenceNumber |
- Field Type
- int
- Description
- A number that specifies the order of the Enablement
measure when multiple measures are used with one outcome
or milestone, starting at 0. For example, in a composite
milestone that uses the Percentage function, the measure
that provides the numerator value is sequence 0 and the
measure that provides the denominator value is sequence
1.
|
Declarative Metadata Sample Definition
The following is an example of an EnablementProgramDefinition component.
The following is an example package.xml that
references the previous definition.