Setting up Enablement Lite takes minutes in Setup, but the rollout to end users needs the permission set assignment and a clear communication plan. The steps below cover both halves.
- Navigate to Enablement Lite Settings
Setup > Enablement Lite Settings. The page is brief: one main toggle plus a few related options.
- Activate Enablement Lite
Click Enable Enablement Lite. The activation processes within a few minutes. Note that reversing this requires a Salesforce support case.
- Assign the permission set
Setup > Permission Sets > Sales Enablement User > Manage Assignments. Assign to a pilot group first (5-10 users), not the entire org.
- Add the widget to the home page
Edit the relevant Lightning Home Page in App Builder. Drag the My Performance component to a prominent slot. Save and activate the page.
- Test with a pilot user
Have a permission-set-assigned user log in and confirm the widget appears with the expected metrics. The widget loads asynchronously; allow a few minutes for the first render.
- Configure In-App Guidance content
Setup > User Engagement > In-App Guidance. Build at least one walkthrough or prompt for a common rep workflow. The content drives adoption; without it the widget alone is forgettable.
- Expand the rollout
After the pilot week, expand permission set assignment to the rest of the sales team. Plan a communication email explaining the new widget and any walkthroughs.
The master org-wide toggle. Once on, surfaces the widget and In-App Guidance capacity to permissioned users.
The permission set required for users to see Lite features. Assign through Manage Assignments or via a permission set group.
Lightning component dropped on a home page. Read-only KPIs; cannot be customized.
Step-by-step UI guides configured under In-App Guidance. Limited count under Lite.
Single-message tooltips or modals on specific UI elements. Also configured under In-App Guidance, also count-limited under Lite.
- Activation is effectively irreversible without a support case. Treat the toggle as a one-way decision.
- Users without the Sales Enablement User permission set see nothing after activation. The most common rollout complaint is "I enabled it and nothing happened" because the permission step was skipped.
- The My Performance widget is not customizable. Sales orgs expecting to plug in their own KPIs will be disappointed; upgrade to the paid tier or build a custom Lightning component instead.
- Walkthrough and Prompt limits under Lite are much lower than the paid tier. A multi-product walkthrough library will hit the cap quickly.
- The widget loads asynchronously and may take a few minutes after first activation to show data. Users complaining "the widget is empty" are usually just impatient; allow time for backfill.