Enablement Lite Settings
Enablement Lite Settings is the Salesforce Setup configuration page for the entry-level version of Sales Enablement, the in-app training and onboarding product.
Definition
Enablement Lite Settings is the Salesforce Setup configuration page for the entry-level version of Sales Enablement, the in-app training and onboarding product. The Lite tier ships free with Sales Cloud and Service Cloud and provides a limited subset of the full Enablement features: basic in-app guidance, simple milestones, and the My Performance widget on Lightning home pages. Enablement Lite is the introduction to the broader Enablement platform that organizations can later upgrade by purchasing the full Enablement license.
The Settings page itself is short. It controls org-wide enablement of the feature, the home page widget visibility, and the global on/off for in-app guidance. Configuration of actual programs, milestones, and exercises happens elsewhere, but everything starts at this page. Administrators looking to introduce structured rep onboarding without buying additional licenses use Enablement Lite as the on-ramp.
What Enablement Lite includes and how to use it
What Lite includes versus the paid tier
Enablement Lite gives you the My Performance home page widget that tracks a small set of preset metrics (calls logged, meetings booked, deals closed). It also enables basic In-App Guidance prompts that admins can configure to onboard new reps to the UI. The paid Enablement tier adds the full Programs feature, custom milestones tied to any sObject, score-based scoring, gamification, and the Coaching capability. Lite is intentionally limited to push organizations toward the paid product.
Activating Enablement Lite
Setup > Enablement Lite Settings > Enable Enablement Lite. The activation is org-wide and not reversible without a Salesforce support case. Plan the activation deliberately because it surfaces new UI elements on home pages and adds a new permission set to manage. The change is visible to end users within minutes.
The My Performance widget
The widget appears on the Lightning home page for users with the Enablement Lite permission set. It shows preset KPIs in a visual layout: green/yellow/red status, week-over-week trend, simple sparkline. The widget is read-only and not customizable; you cannot add custom metrics or change the layout. The constraint is the point: Lite is meant to be plug-and-play, not configurable.
In-App Guidance configuration
Beyond the widget, Enablement Lite includes the Walkthroughs and Prompts features. Walkthroughs guide users step-by-step through a UI flow; Prompts surface a tooltip or modal at a specific point in the UI. Both are configured under Setup > User Engagement > In-App Guidance. Lite gives you a basic capacity for these; the paid tier increases the limits and adds advanced targeting.
Permission set considerations
Enablement Lite ships with a Sales Enablement User permission set that must be assigned to users who should see the widget and in-app guidance. Without the permission set, users see nothing new even after the org-wide activation. Plan the rollout: assign the permission set to a pilot group first, gather feedback, then expand. The permission set can be added to a permission set group for easier provisioning.
Upgrading to full Enablement
Upgrading to the paid Enablement tier replaces Lite. The widget gets richer; Programs, Milestones, and Coaching become available. Existing Lite configuration carries over for the widget and In-App Guidance content, but the permission model expands. Customers considering the upgrade should plan a configuration review because Programs are a substantially different mental model: outcome-based scoring rather than activity counting.
Limitations to know about up front
Lite has no custom milestones, no custom KPIs on the widget, no Apex extension points, and no Flow or Process Builder integration. The activity metrics it tracks are platform-defined and not configurable. If your sales process needs anything beyond the preset metrics (revenue attainment, specific Activity types, custom objects), the paid Enablement tier is the only path; Lite cannot be extended to fill the gap.
Activate Enablement Lite and roll out to users
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.
About the Author
Dipojjal Chakrabarti is a B2C Solution Architect with 29 Salesforce certifications and over 13 years in the Salesforce ecosystem. He runs salesforcedictionary.com to help admins, developers, architects, and cert/interview candidates sharpen their fundamentals. More about Dipojjal.
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