Deploy Enablement Programs from a Sandbox to Production
After you create and test Enablement programs, measures, and content in a sandbox, migrate the data to production with Metadata API in change sets or Salesforce CLI.
| User Permissions Needed | |
|---|---|
| To access Enablement programs and measures: | Design and Deliver Enablement Programs OR Design and Deliver Enablement Lite Programs |
| To access Digital Experiences content for program exercises: | Content Manager contributor role in the Enablement workspace in Digital Experiences |
| To access assessment surveys used with Feedback Request exercises: | Read on Surveys (enabled on the default Manage Enablement Essentials permission set and the default Manage Enablement Lite Essentials permission set) AND Sharing access to assessment surveys |
| To access Einstein Coach used with Feedback Request exercises: | Use Einstein Coach AND Use Conversation Insights for Sales AND Prompt Template User default permission set |
| To access a site used with a Partner Enablement program: | Create and Set Up Experiences OR Customize Application OR Member of a supported Experience Cloud site |
Complete these steps using change sets or Salesforce CLI. For help with change sets or Salesforce CLI, check out these resources first.
- Salesforce Help: Change Sets
- Salesforce Developers: Deploying and Retrieving Metadata
- Salesforce Developers: Salesforce CLI Command Reference
- Trailhead: Package.xml Metadata Management
From the source org, retrieve the program’s dependencies first, then retrieve the program.
- If the program has Audio Recording, Document, Event, Lesson, Link, Other, and Video exercises, export the corresponding Digital Experiences content. See Import and Export Content with Salesforce CMS.
- If the program has Feedback Request exercises for peer and manager feedback, retrieve the corresponding assessment surveys by using the FlowDefinition metadata type.
- If the program is for Partner Enablement in a supported Experience Cloud site, retrieve the site by using the Network metadata type.
- Retrieve the Enablement measures associated with the program’s outcome and milestones by using the EnablementMeasureDefinition metadata type.
- Retrieve the program by using the EnablementProgramDefinition metadata type.
In the destination org, deploy the program’s dependencies first, then deploy the program.
- Import the Digital Experiences content to the Enablement workspace, and publish the content.
- If the program has Feedback Request exercises for peer and manager feedback, import the corresponding assessment surveys by using the FlowDefinition metadata type.
- If the program has Feedback Request exercises that use Einstein Coach, make sure that Einstein Coach and Einstein Conversation Insights (ECI) are turned on. See Set Up Einstein Coach.
- If the program is for Partner Enablement in a supported Experience Cloud site, deploy the site by using the Network metadata type.
- Deploy the Enablement measures associated with the program’s outcome and milestones by using the EnablementMeasureDefinition metadata type.
- Deploy the program by using the EnablementProgramDefinition metadata type.