Get Started with Sales Programs and Partner Tracks with Enablement
The Enablement add-on license adds capabilities for creating, launching, and managing programs for both sales reps and partner sellers.
- Programs for sales reps are called sales programs or Enablement programs.
- Programs for partner sellers are called partner tracks or Partner Enablement programs.
These default capabilities include content used for exercises in programs and the measures that define the real job-related activity that users must complete for program milestones and outcomes.
To get started with extending these capabilities for your company, review program basics and explore how developers can help customize and roll out programs.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Full Enablement is available with Sales Cloud, Service Cloud, or Salesforce Platform for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions |
| Enablement Lite is available with Sales Cloud in: Enterprise, Performance, and Unlimited Editions |
| Partner Enablement is available with Sales Cloud, Service Cloud, or Salesforce Platform for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions. A supported PRM add-on license is required. |
To learn about the capabilities that are available by default, review these resources.
- Trailhead: Sales Programs and Partner Tracks Basics
- Salesforce Help: Sales Programs and Partner Tracks with Enablement
- Video: Welcome to Enablement at Salesforce
Enablement adds or reuses several standard objects for defining the data and relationships in programs and their dependencies. Before you extend the basic capabilities of programs, familiarize yourself with these relationships. See Enablement Data Model.
Ask your Salesforce admin to make sure that you have the appropriate permissions for accessing Enablement objects and data. Users who take assigned or self-enrolled programs also need appropriate permissions. See Enablement Permission Set Groups, Permission Sets, and Permissions and Assign Permissions to Your Enablement Team in Salesforce Help.
Exercise types in programs define:
- The requirements for admins who add an exercise to a program
- The experience for users who take the exercise in a program
Several default exercise types are available. Default exercise types reference content managed in Salesforce systems, including the Digital Experiences app, assessment surveys, Einstein Coach, and Trailhead. See Exercise Types in Enablement Programs in Salesforce Help.
To connect other content systems or repositories to exercises in your programs, you can create custom exercise types by using Apex and Lightning Web Components (LWC). For example, you can create custom exercises that connect to screen flows, PDF viewers, Google Docs, data from external repositories, and so on. See Implement Custom Exercise Types for Enablement Programs for examples.
Create, test, and launch programs with the same tools you already use for other Salesforce products. Build programs in a sandbox, then deploy them to production with change sets or Salesforce CLI. See Migrate Programs and Their Dependencies Between Orgs.
If your company plans to assign programs to a large number of users, you can work around the limitations of the default batch assignment window. Enablement provides an invocable action that you can call from Apex or REST API to automate the assignment workflow. See Automate Program Assignments.