Getting started with Work.com on Salesforce.

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1



Getting started with Work.com on Salesforce.

1.

Table of Contents

1.

Table of Contents

................................
................................
................................
.............

1

2.

Enabling Work.com

................................
................................
................................
..........

3

2.1.

Enabling a Work.com Administrator

................................
................................
................................
.............
3

2.2.

Enabling Work.com Org Level Preferences

................................
................................
................................
.
3

2.3.

Enabling Work.com Features for Users

................................
................................
................................
........
4

2.3.1.

Enabling Work.com Using Permission Sets:
................................
................................
...........................

4

2.3.2.

Work.com Objects that require CRUD* (Create, Read, Update, Delete) permissions are:

.........

5

2.3.3
.

Non Work.com Objects

................................
................................
................................
................................

6

2.4.

Assigning Permission Sets
................................
................................
................................
................................
.
8

2.5.

Mass A
ssigning Permission Sets via the API using Workbench

................................
............................
8

3.

Security setup on Work.com objects for System Administrators
................................
.....

13

3.1.

Creating Custom System Administrator Profiles

................................
................................
....................

14

3.1.1.

Standard Object Permissions

................................
................................
................................
..................

14

3.1.2.

Administrative Permissions
................................
................................
................................
.....................

14

4.

Enabling Work.com Profiles

................................
................................
...........................

14

4.1.

Cloning an existing salesforce profile

................................
................................
................................
.........

15

5.

Mass enabling Work.com User Feature licenses

................................
.............................

16

6.

Mass Transfer Records
-

Important Note for a
ll Admins

................................
.................

20

7.

Recognition Quick Start
................................
................................
................................
..

20

7.1.

Deploy Thanks in Cha
tter to a subset of employees using Chatter Publisher Layouts
...............

20

7.1.1.

Modify Publisher layouts:
................................
................................
................................
.........................

20

7.2.

Change the relative Position of Thanks in the Chatter Publisher

................................
......................

21

7.3.

Creating Badges

................................
................................
................................
................................
.................

22

7.4.

Restricting Badge Creators

................................
................................
................................
............................

22

7.5.

E
diting Badges
................................
................................
................................
................................
....................

22

7.6.

Deleting Badges

................................
................................
................................
................................
.................

23

7.7.

Deleting Badges through the API

................................
................................
................................
.................

23

7.8.

Reward Funds

................................
................................
................................
................................
....................

25

7.9.

Purchasing & Loading Gift Codes

................................
................................
................................
.................

25

7.10.

Free Thanks
-

Exploring the predefined badges
................................
................................
...................

26

8.

Goals Quick Start
................................
................................
................................
............

27

8.1.

Enabling Feed and Feed Tracking in Goals

................................
................................
...............................

27

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8.2.

Enabling History Tracking for Goals

................................
................................
................................
...........

28

8.2.1.

Enabling History Tracking on the Goals Object

................................
................................
.................

28

8.2.2.

History tr
acking for Goal Collaborators

................................
................................
..............................

28

8.3.

Enabling Salesforce Activities (Tasks and Events)
................................
................................
.................

29

8.4.

Enabling Goal Images
................................
................................
................................
................................
.......

29

8.5.

Configure Key Company Goals

................................
................................
................................
......................

29

8.6.

Configure who can complete a Goal

................................
................................
................................
............

30

9.

Coaching Quick Start

................................
................................
................................
......

31

9.1.

Enabling Feed Tracking for Coaching

................................
................................
................................
.........

31

9.2.

Deleting Coaching Relationships
................................
................................
................................
..................

31

9.2.1.

Option 1: Using the URL suffix for Coaching

................................
................................
.......................

32

9.2.2.

Option 2: Using Workbench
................................
................................
................................
.....................

32

9.2.3.

Undeleting a Coaching Relationship
................................
................................
................................
.....

36

10.

Perform Quick Start
................................
................................
................................
......

37

10.1.

Creating and Deploying a Performance Summary
................................
................................
...............

37

11.

Reports

and Dashboards

................................
................................
..............................

37

11.1.

Links to Packages

................................
................................
................................
................................
...........

38

11.2.

Report Types
................................
................................
................................
................................
....................

38

11.3.

Reports
................................
................................
................................
................................
...............................

39

11.4.

Motivate Reports

................................
................................
................................
................................
............

39

11.5.

Align Reports

................................
................................
................................
................................
...................

40

11.5.1.

Coaching Reports

................................
................................
................................
................................
.....

41

11.6.

Perform Reports

................................
................................
................................
................................
.............

41

11.7.

Dashboards
................................
................................
................................
................................
.......................

42

12.

Additional Resources:
................................
................................
................................
...

44



This guide is designed to help salesforce System Administrators who have Work.com newly
provisioned to their salesforce environments (org) or Work.com Administrators who are new to
Wor
k.com on salesforce.


Not all the steps outlined in this document need to be done right away and many will not
be required as part of setup. We have tried to be as comprehensive as possible, to give
new System Administrators the knowledge they need to set

up and manage Work.com on
salesforce whether Work.com is being installed in an existing salesforce org or a fresh,
new org.


This guide will help System Administrators setup and administer the Work.com application, and
provide links to other great resourc
es.


Before enabling Work.com, we recommend studying some aspects of the org setup. This
information will help determine the best way to set up Work.com.




Look at the number of active users in the org. Run a standard administrative report by
navigating t
o Reports


Administrative Reports


All Active Users.

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Build a report to show how many users are assigned to each of the profiles in the org.



Drill into common profiles and look at the permissions that are associated with them.


Spend time exploring
whether any current custom objects have naming conventions that conflict
with Work.com standard object names. For example, it may be confusing to users if there is
already a custom object called “goal” in the org. Essentially there would be two objects n
amed
“goal” and it will be difficult to distinguish between them. This won’t be common, but spend time
looking for any custom objects with the following names:




Goals



Rewards



Thanks



Coaching



Feedback


Note: Current Work.com customers using the Thanks in C
hatter integration (pilot feature), be
aware that in order to enable Work.com functionality in a salesforce org, the previous pilot
version of Thanks in Chatter integration will need to be turned off by Work.com support. Log a
support ticket or email
support@work.com


2.

Enabling Work.com



2.1.

Enabling a Work.com Administrator

Before enabl
ing Work.com in the Org, allocate a Work.com User Feature License
to the
System Administrator who will be doing the setup.

To do this, go to the User Detail page of
the System Adminstrator and check the
Work.com User
checkbox


2.2.

Enabling Work.com Org Level Preferences

Before you can use Work.com on salesforce, it has to b
e enabled. Administrators can enable
Work.com by accessing the settings in the setup menu.

Setup


Build


Customize


Work.com


Settings
.


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2.3.

Enabling Work.com
Features

for Users

Once Work.com is enabled for the org, the next step is to grant users access to Work.com
features. There are several approaches depending on the existing setup of the salesforce org
and the Edition of the org.


Outlined below are some of the options
available:

2.3.1.

Enabling Work.com Using Permission Sets:

More on this topic

Assigning permission sets

AppExchange Tools for Mass Assigning Permission Sets

For more information on Permission Sets.


A permission set is
a collection of settings and permissions that give users access to various
tools and functions. The settings and permissions in permission sets are also found in profiles,
but permission sets extend users' functional access without changing their profiles.



For example, to give users access to a custom object, create a permission set, enable the
required permissions for the object, and assign the permission set to the users. The user's
profiles does not change.
While users can have only one profile, they c
an have multiple
permission sets.


Permission sets include settings for:



Assigned apps



Object settings, which include:



Tab settings



Record type settings

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Object permissions



Field permissions



App permissions



Apex class access



Visualforce page access



System p
ermissions



Service providers (only if you've enabled Salesforce as an identity provider)


Enable Work.com features by first creating permission sets that enable Work.com object
permissions and tab visibility. Once created, assign the permission sets to use
rs with access to
Work.com.


Setup


Manage Users


Permission Sets


New

in the setup tree to create a new
Permission Set.


Select the license type in the permission set that is the same as the license type of the user to
whom this permission set will be given. If users with different license types will be allocated the
permission set
-

select
None




In the Permssions Set ove
rview page, select
Object Settings

to grant appropriate access to the
Work.com objects.


Please refer to
Recommended Permission Sets for Work.com White Paper

on the
Work.com Customer Success site

for recomende
d permissions sets for a selection of Work.com
roles. It should only be used as a guide and we recommend mapping out the permission sets
before starting to build them.

2.3.2.

Work.com Objects that require CRUD* (Create, Read, Update, Delete)
permissions are:

*
Also referred to as CRED (Create, Read, Edit, Delete)




Coaching



Feedback



Feedback Questions



Feedback Question Sets



Feedback Requests



Rewards



Reward Fund

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Goals



Goal Collaborators



Goal Links


Note: Objects related to Thanks (e.g., Badge Definition) do not ha
ve CRUD. Admins can restrict
badge creation by enabling the
Restrict Custom Badge Creator

org permission.

2.3.3.

Non Work.com Objects

Documents

-

Badge Images as well as Goal Images are stored as Documents records. Custom
badge creators and Goal users must have Create on Documents to create custom badges.


Tasks

-

Give users permission to “
Edit Tasks
” and “
Edit Events
” permissions.


Click
Edit



Select the appropriate Object Permissions and Field Permissions.


Pay special attention to field level permissions. For example, the goals object requires several
field level permission settings that shouldn’t be overlooked.


The ability to create a
“company badge” is restricted to users with the Moderate Chatter
permission. Enable the "
Moderate Chatter
" user perm for any Work.com only user that needs
to create a company badge.

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Notable items related to Work.com permission sets:




All Work.com users

must have the “
API Enabled
” permission



Motivate and Perform admins must have “
View setup and configuration
” enabled


Example: permission sets are additive
-

they cannot be used to remove permission granted by
another mechanism. Two permission sets were c
reated
-

one for a regular Work.com user and
one for a Work.com administrator. Assign the regular user permission set to the population of
regular Work.com users in the org, then assign the administrative permission set to the
Work.com admin.


Once the pe
rmission set(s) necessary to enable Work.com features in the org have been
created, assign the permission sets to users.



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2.4.

Assigning Permission Sets


More on this topic

Assigning Permission Sets


From the user detail page, you can assign permission sets or remove a permission set
assignment.


Access the User Details page from
Setup


Manage Users


Users

<Name of user>


In the
Permission Set Assignments

related list, click
Edit Assignments
.

To assign a permission set, select it from the
Available Permission Sets

box and click
Add
. To
remove a permission set assignment, select it from the
Enabled Permission Sets

box and click
Remove
.


2.5.

Mass Assigning Permi
ssion Sets via the API using Workbench

More on this topic

More information on accessing and using Workbench


Especially during setup and configuration, it is likely that permission sets will be

assigned to
multiple users. The most efficient way to do this is through the API with Workbench.


Workbench is a powerful, web
-
based suite of tools designed for System Administrators and
developers to manage data within salesforce orgs via the Force.com
APIs.

Access Workbench:

https://workbench.developerforce.com/login.php




Select API version 29 of the API. Work.com objects will not appear on previous API versions.

Login with salesforce System Administrator credentials


Create and download a CSV template:

Select
SOQL Query

the
Jump to
: drop down menu

In the
Object

drop down select the object “
PermissionSetAssignment


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Click Select




Highlight the multiple fields listed except
count ()




Select the Bulk CSV radio box and click the
Query

button

Once the batch has run, click on the download symbol to download the CSV


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AssigneeId, Id, PermissionSetId, SystemModstamp will appear as
column headers in the
resulting CSV file




Modify and re
-
upload CSV file:

In order to mass assign permission sets to a group of users, two pieces of information are
required prior to upload:


The Id of the permission set to be assigned

Setup


Manage Use
rs


Permission Sets


<Name of Permission Set>

In the browser address bar, copy the Id of the permission set which is appended to the end of
the URL

e.g URL is https://na8.salesforce.com/0PSC0000000KQdP.

0PSC0000000KQdP is the Id of the permission set


T
he Ids for the users to assign the permission set to

Setup


Manage Users


Users


<Name of User>




Note: The most efficient way to find multiple Ids this is through the API using Workbench. Follow
the same steps to download the CSV for
PermissionSetAss
ignment
, but select the
Users

object. It should retrieve the UserId for all the users returned from that query.

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In the CSV file, delete all the downloaded data except the column headers

Add new entries for the users and permission sets to be assigned
to the user. Leave the Id and
SystemModestamp column blank.




Upload the CSV to Insert the data

From the
Data

menu in workbench select
Insert

Select the “PermissionSetAssignment” object from the drop down

Choose the radio button option “
From File
”, selec
t the CSV file modified in the step above.



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Click
Next

Workbench will show the mapping for fields identified between the spreadsheet and the object
field in salesforce




Click the “
Map Fields
” button




Click the “
Confirm Insert
” button

An “Insert
Successful” message will be displayed

View the Permission Set assigned to a user on the User Detail Page.

Setup


Manage Users


Users


<Name of User>


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3.

Security setup on Work.com objects for System Administrators



Salesforce orgs are setup by
default with a "
System Administrator
" security profile. That
profile is assigned to the user who creates the org in the first place and can be assigned to other
users by anyone with the System Administrator profile or the
Customize Application

permission.

Any user with the System Administrator profile can access/modify any data in the
system.



Because the System Administrator profile is so powerful, many customers (Enterprise/Unlimited
Edition) choose to limit the number of people who get that profile a
nd instead clone the profile,
change it, and then deploy that modified version to users who need to do more general
administration. In some orgs, there many types of system administrator profiles that have been
created for various purposes with differing
access to objects and data.



In Enterprise Edition, Unlimited Edition, or Performance Edition, it is possible to create and
modify custom profiles to adapt the user permissions to be appropriate.



If Work.com is used to manage confidential data, consider

changing the current setup of the
administrative permissions to achieve the granular controls that make sense.



To understand how to customize these settings, first explore several of the standard
administrative permissions that are part of the System A
dministrator profile by default. The
following
article

will explain some of these permissions:




If there are users who have
Modify All Data (MAD)

and
View All Data (VAD)

permissions as
part of their profiles, it may be appropriate to change these settings before
deploying Work.com.



Before making any changes, be sure to fully understand the implications of such changes.
Specifically, take the time to understand the Modify All Data (MAD) permission. See this
article

for details.




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3.1.

Creating Custom System Administrator Profiles



To configure System Administrator profiles that restrict access to confidential data in Work.com,
clone the existing System Administrator profiles and

make the following changes to the settings
of the cloned profiles.



3.1.1.

Standard Object Permissions

Feedback
: remove the View All and Modify All permissions

Note: the Perform Administrator needs Modify All Data (MAD) and View All Data (VAD) on
Feedback to d
o a manager transfer.


Coaching
: remove the Modify All (MAD) and View All Data (VAD) permissions



3.1.2.

Administrative Permissions

Check to insure that changes above did not result in any unintended consequences in the
Administrative Permissions section. Note that the
View All Data

and
Modify All Data

permissions will now be inactive.



Please note that anyone who has the base System

Administrator profile or has the required
permissions to modify profiles will be able to modify these profile definitions and change them
back to include these permissions. Determine if any such changes are made by reviewing the
Setup Audit Trail by goin
g to
Setup



Security

Controls



View Setup Audit Trail.


4.

Enabling Work.com Profiles

More on this topic

Understanding

Salesforce.Profiles


A salesforce profile contains user permissions and access settings that

control what users can
do within the org.


To open the profile overview page, from Setup, click
Manage Users


Profiles

The profile overview page provides an entry point for all of the settings and permissions for a
single profile. Profiles control:




Whi
ch standard and custom apps users can view



Which tabs users can view



Which record types are available to users



Which page layouts users see



Object permissions that allow users to create, read, edit, and delete records (CRUD)



Which fields within objects use
rs can view and edit



Permissions that allow users to manage the system and apps within it



Which Apex classes and Visualforce pages users can access

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Which desktop clients users can access



The hours during which and IP addresses from which users can log in



Which service providers users can access (if salesforce is enabled as an identity
provider)


Winter ‘14
-

ships with a standard Work.com Only profile which gives CRUD (Create, Read,
Update, Delete) access to the Work.com Objects. Apply this profile to use
rs who only access
Work.com

4.1.

Cloning an existing salesforce profile

Setup



Manage

Users



Profiles


Modify tab visibility and object permissions within that profile, consequently assigning it to the
users who should have Work.com access. Modify any
existing custom profile with Work.com
object permissions, or create a new profile including Work.com access. Standard Profiles can
not be modified.


Another powerful way to grant users in access to specific Work.com features is to modify
profiles that are

assigned to these users. Please be advised that modifying profiles can have
significant downstream impact and should not be done without a very good understanding of the
implications that surround profile modifications.


Although the Standard Profile ca
nnot be modified, it can be cloned and the clone can then be
modified. The chosen path should depend on the profile complexities that already exist in the
salesforce org.


Navigate to
Manage Users



Users



Profiles
, and determine whether to edit, clone o
r create
a new profile.


For the new profile, modify tab settings and standard object permissions for each of the profiles
intended to be used with Work.com users:

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Once the profiles that reflect new Work.com related object permissions are created, ass
ign the
new profile to a set of users who should have the defined Work.com access. Remember that a
user can only have one profile assigned to them, this rule should guide the details of how
profiles are constructed, a user may require object access in addi
tion to access related to
Work.com objects.


Multiple users can be assigned to profiles. When in
Setup


Manage Users


Profiles


<Name of Profile


View Users


Add Multiple Users


5.

Mass enabling Work.com User Feature licenses

To enable Work.com in salesf
orce, System Administrators will need to check the “Work.com
User” checkbox for each user consuming a Work.com User Feature License.

Doing this for individual users can be time consuming. Using
Workbench
, System Administrators
can check the checkbox for multiple users simultaneously.

Login as an Administrator via Workbench using salesforce login credentials.
https://workbench.developerforce.com/login.php

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Select version 29 of the API, Work.com objects will not appear on previous API versions. Login
with salesforce credentials




Create and download a CSV template:

Select
SOQL Query

the
Jump to
: drop down men
u

In the
Object

drop down select the object “
User


Click
Select


Once logged in, from the Workbench menu, select
Queries


SOQL Query
.

Object, select
User

Fields. Shift + scroll down and multi select Id, First Name, Last Name and
UserPermissionsWorkDotC
omUserFeature fields.


Example:
SELECT Id, FirstName, LastName, Department,
UserPermissionsWorkDotComUserFeature FROM User

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Select
List

as the “View as”: Option.


Select the
Query

button to execute the query, the data will appear below as Query Results.
Verify the correct users are displayed in the list, and then re
-
run the query with CSV selected as
the View As option.

Download the CSV

In the CSV file, change the
UserPermissionsW
orkDotComUserFeature

field from FALSE to
TRUE for all users who will have a Work.com Feature License allocated to them. Ensure the
users have a valid salesforce license. Work.com User Feature licenses can be added to the
following salesforce license type
s:



Salesforce CRM (a.k.a. Full CRM)



Salesforce Platform



Salesforce Platform One



Force.com One App



Partner App Subscription



Force.com App Subscription



Chatter Plus

Work.com User Feature Licenses
cannot

be added to Chatter Free or Portal License


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Modify and

Upsert the CSV

Once the CSV file has the correct set of users with Work.com Permission set to TRUE, do an
Upsert

to the User Object using Workbench.
Upse
rt

will update a record if it already exists and
insert data if it does not find a matching record

From the data menu, select
Upsert.
Object Type is
User
. Select
From File

and navigate to the
modified CSV file previously saved and modified.


Ensure field
s are mapped correctly. Once the mapping of fields is confirmed, click
Confirm

to
execute the upsert. Errors will occur in the upsert process if users do not have the correct
salesforce license type.


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Once the upsert is successful, login.
Setup



Users



Manage

Users

double check that users
in the CSV, now have the Work.com User checkbox enabled on their user detail page.

6.

Mass Transfer Records
-

Important Note for all Admins


We
strongly

advise System Administrators NOT to use the
Mass Transfer Records

feature on
any Work.com records. It is likely that by using this tool to transfer records from one owner to
another, would cause errors in the sharing rows that cannot be restored easily. We are
addressing this known issue in future releases.

7.

Recognition

Quick Start

7.1.

Deploy Thanks in Chatter to a subset of employees using Chatter
Publisher Layouts

If Thanks in Chatter should only be enabled for a subset of the organization, the Chatter
publisher layouts should be modified to exclude Thanks from the layout
that is assigned to
profiles of users who shouldn’t have access to Work.com Thanks.


Ensure that “
Publisher Actions
” is enabled for the org.

To enable this org preference navigate to
Setup


Build


Customize


Chatter


Settings


Enable Publisher Actions



7.1.1.

Modify Publisher layouts:

Navigate to
Setup



Build


Customize


Chatter


Publisher Layouts


Click
New

to create a new layout and removing the Thanks publisher action from the new layout.

Select an existing Layout to clone




To remove an Thanks, select it and drag it back to the palette.


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Assign the newly created layout to the appropriate profiles.
Setup


Customize


Chatter


Publisher Layouts


Publisher Layout Assignment



For Full Details on how to enable Thanks
for a subset of users, visit:

Thanks in Publisher
Layout


7.2.

Change the relative Position of Thanks in the Chatter Publisher

To change the position of Thank
s in the Chatter Publisher or to hide Thanks in the publisher for
specific profiles, use the Chatter Publisher Layout.

In order to modify the Chatter Publisher,
Publisher Actions
must be enabled.

Click
Setup


Customize


Chatter


Settings

Confirm
Enable
Publisher Actions
is selected under
Publisher Actions.
By default,
Publisher Actions

is pre
-
enabled for most organizations. If Publisher Actions is
not
enabled,
Select
Enable Publisher Actions
under
Publisher Actions
and click
Save.


Click
Setup


Customiz
e


Chatter


Publisher Layout

By default, the publisher layout is called
Global Layout.
To modify this layout, select
Edit
under
Action.

Drag the
Thanks

button left behind the
File
button to make
Thanks

more visible to end users.
Click
Save.

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7.3.

Creating
Badges

More on this topic

For more information on creating a badge, visit:
Building a Badge


Users with the correct permission can also create their own custom
badges.

There are several required fields for creating a badge.



7.4.

Restricting Badge Creators

By default, all users can create custom badges. To keep this setting, no further action is
required. To control which users can create custom badges, System Admi
nistrators must enable
the org preference “
Restrict Custom Badge Creators
”.
Setup



Customize



Work.com



Settings


Enable Restrict Custom Badge Creators


This Org preference will restrict custom badge creation only to users with profiles which have

Cr
eate
” permission on Reward object, this will apply standard System Administrators.


7.5.

E
diting Badges

By default, badges are
public read only.
Only the owner of a badge can edit the attributes of a
badge through the user interface. System Administrators can
edit attributes through the API
using Workbench, including changing the badge owner. To edit a badge, select badge and
select the
Edit

button.

The following fields are editable: Badge Title, What This Badge Means, Access, Reward Fund
(if user has an acti
ve reward fund), Company Badge (only set by a user with
Moderate Chatter
Permission

for their profile), Image. Images must be a .jpg, .png or .gif.


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23

7.6.

Deleting Badges

Deleting badges through the user interface will remove the badge from the badge library and

Thanks publisher. Users will no longer be able to give the badge, but previously given badges
will continue to be displayed on the user’s recognition tab and in the Chatter feed.


Only the badge owner can delete the badge through the user interface. Dele
ting the badge
through the user interface sets the IsActive flag on the WorkBadgeDefinition record (the badge)
to False System Administrators attempting to delete badges they do not own can use the API to
set the IsActive flag on the WorkBadgeDefinition re
cord to “False”. Alternatively, System
Administrators can also use the API to change the WorkBadgeDefinition record owner to
themselves and use the UI to delete the badge.



7.7.

Deleting Badges through the API

Through Workbench, System Administrators can del
ete badges (WorkBadgeDefinition records)
through the API. It is recommended that badges which are no longer valid should be inactivated

using the IsActive field on the WorkBadgeDefinition record by setting the field to False. This
removes the badge from th
e user interface and prevent users from using the badges. When a
user deletes the badge through the UI, the IsActive field on the badge is set to False.


Under
SOQL Query,
select
WorkBadgeDefinition




Under
Fields,
multi

select the following:

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24



Description



Id



IsActive



Name

Select
Query
to search for badges.




Under the Query Results, hover over the ID of the Badge to be deleted.

Hover over
Update,
then right click on the
Update

link and open a new browser tab or window.




Under the Update page for this

WorkBadgeDefinition record, set IsActive to
False
.

Select
Confirm Update.
The badge is now deleted from the org, and users will no longer be
able to use this badge.


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25


Note:

Pre
-
defined standard Work.com badges can be hard deleted or inactivated like an
y other
badge. It is best practice to
inactivate

these badges if they will not be used, rather than deleting
them. In addition, badges that have been given to users can only be inactivated, and can not be
hard
-
deleted.

7.8.

Reward Funds

More on this topic

For more information on Reward Fund, visit:
Reward Funds Overview

For full details on creating Reward Funds, visit:
Creating Reward Funds


Rewards tie social recognition (badging and thanks) to tangible rewards. Users can create
reward funds with Amazon.com gift codes tied to badges to create Reward Ba
dges.


User Permission: User must have
Create

permission on
Reward Funds

and
Rewards

to
access the
Reward Fund Tab

and create a reward fund.


To Create Reward Funds, users must purchase Amazon.com gift codes.

7.9.

Purchasing & Loading Gift Codes

Users must fi
rst purchase gift codes from Amazon.com. Work.com currently only supports gift
codes from Amazon.com (US) and not other native Amazon sites including Amazon.co.uk,
Amazon.co.jp and other international Amazon websites. Users can also purchase gift codes
thr
ough Work.com fulfillment partners such as TangoCard.


Users can load gift codes by copying and pasting the gift codes into the “Add Gift Code” text box.
Each gift code can be separated by a comma (,) or by a line (i.e., one gift code per line).


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26

Gift code

values are stored as
points.
1 point is equal to US$1 of credit for Amazon.com.

To purchase Amazon.com gift cards, visit
Work.com Rewards at TangoCard.



7.10.

Free Thanks
-

Exploring the predefined badges

In

all salesforce Editions, Free Chatter Thanks in now included with a limited feature set and a
standard set of badges.


Users without a Work.com license are able to give and receive these standard badges, but
unable to create custom badges. These users wi
ll also not have a recognition tab, but are able
to view the recognition tab for other users with a Work.com license.



Thanks

Description: Thank you for going above and beyond to contribute to our
success!

Why?
Top badge given in Work.com. Represents generic Thanks for going
above and beyond an employee’s normal duties.
=
Gff=no=default=badge=i猠sele捴ed=b礠the=p祳yem=Admini獴ratorI=Than歳=badge=
will=be=the=default=badge.
=
=
Team Badge

Description: Success is a te
am sport. Thanks for playing!

Why?
Teamwork is a core badge in Work.com and Teamplayer is one of the
most popular badges given by salesforce employees. Represents generic
recognition for being a team player, helping a colleague, or contributing to
the succ
ess of other teams or individuals.


Rock Star Badge [Performance]

Description: Great job
-

you rocked it!

Why?
#Rock and RockStar is top badges in Work.com. Represents
recognition for individual instances where an employee does an excellent
job.


Execution Badge [Consistency]

Description: Like the mailman, you deliver!

Why?
Execution is a top
-
5 badge. Represents recognition for consistent
performance and delivering on promises.



Coaching & Mentor Badge [Teach/Knowledge]

Description: For
sharing knowledge and mentorship

Why?
Represents recognition for mentorship, coaching, teaching


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27


Top Sales Performer [SPM
-

Performance]

Description: For crushing your numbers!

Why?
Represents SPM use case for recognizing top performing sales people
who

are delivering on their quotas


Hot Lead [SPM
-

referrals]

Description: Thank you for your hot lead!

Why?
Represents SPM use case for recognizing hot leads and sales
referrals


Key Win [SPM
-

winning key deals]

Description: Great job on winning a
great deal for the company!

Why?
Represents SPM use case for recognizing key wins including
important strategic deals, high profile deals, first deal for a sales person, etc.


Customer Hero [SPM
-

customers first]


Description: The customer is always #1.

Why?
Represents Sales & Service use case for customer advocates, going
above and beyond to service the customer.


Competition Badge [SPM
-

wins against competitors)

Description: You’re crushing the competition.

Why?
Represents SPM use case for wins aga
inst competitors


Deal Badge

Description: Always be closing!

Why?
Represents SPM use case for ability to connect with influencers and
close


Gold Star

Description: Sealing a great job with a gold star.

Why?
A generic badge to reward all stars across
roles and functions

8.

Goals Quick Start

8.1.

Enabling Feed and Feed Tracking in Goals


The Chatter Feed must be enabled on Work.com Goals to ensure users are notified when
they’re invited to a Goal or when others align a Goal with their Goal.

Setup



Customize



Chatter.
Ensure that
Chatter Settings

is enabled.


Determine which changes to the Goal should trigger notifications to Goal collaborators by
specifying the fields to be tracked.

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28


Setup



Customize



Chatter



Feed

Tracking



Goal
Ensure
Enable Feed
Tracking

is
selected. Up to 20 fields can be tracked.


Recommended fields to track:



Goal Name



Description



Due Date



Owner Name


8.2.

Enabling History Tracking for Goals

Track the changes made to Work.com Goals for auditing purposes. Note that this is different
from Feed Tracking above which posts changes to the feed for collaboration whereas history
tracking stores changes for auditing . There are two areas to track:



Goals



Goal Collaborators


8.2.1.

Enabling History Tracking on the Goals Object

Setup


Customize


Work
.com


Goals


Fields. Click the
Set History Tracking

button

Select up to 20 the fields to track

Note: changes are stored in the WorkGoalHistory object.


Recommended fields to track on the Goals Object:



Goal Name



Description



Owner Name



Actual Value



Target Value



Due Date



Completion Date


8.2.2.

History tracking for Goal Collaborators

Setup


Customize


Work.com


Goal Collaborator


Fields. Click the Set History Tracking
button

Select up to 20 the fields to track


Note: changes are stored in the WorkGoalCo
llaboratorHistory object.


Recommended fields to track on the Goal Collaborators Object:



Goal



Goal Collaborator



State

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History tracking for Goal Links

It’s not possible to track history for Goal Links at this time.


8.3.

Enabling Salesforce Activities (Tasks
and Events)

Salesforce Tasks and Activities are used in Work.com Goals

Setup


Manage Users


Profiles


<Name of Profile that will have access to Goals>

Ensure that
Edit Tasks

is enabled. This will allow users assigned to this profile the ability to
creat
e Tasks in Goals as well as in salesforce.

Ensure that
Edit Events

is enabled. This will allow users assigned to this profile the ability to
create Events in Goals as well as in salesforce.


Note: alternatively, set Field Level Security using permission
sets.


8.4.

Enabling Goal Images

Setup


Manage Users


Profiles


<Name of Profile that will have access to Goals>


Edit

Ensure that the
Create Documents

permission is set under
Standard Object Permissions
.

Note: alternatively, set Field Level Security using
permission sets.


8.5.

Configure Key Company Goals

Work.com System Administrators and users who have been granted access have the ability to
create key company goals. Key company goals will be displayed in the key company goals
dropdown so that employees can ea
sily locate the key company goals.


Navigate to
Setup


Customize


Work.com


Goals


Fields

Click on the
Is Key Company Goal

Field



Set Field Level Security.

Ensure the field is Visible for all Profiles accessing Work.com Goals.

Ensure the field Read
-
Only is set for all Profiles
except
users who should have the ability to set
a goal as a key company goal. These users have the ability to set a goal as a key company goal
when creating or editing a goal.


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30


Note: alternatively, set Field Level Security u
sing permission sets.


8.6.

Configure who can complete a Goal


Give user permission to complete Goals.


Navigate to
Setup


Customize


Work.com


Goals


Fields

Click on the
Completion Date

Field


Set Field Level Security
.

Ensure the field is Visible for all Profiles accessing Work.com Goals.

Ensure the field Read
-
Only is set for all Profiles who shouldn’t be allowed to complete goals.


Note: alternatively, set Field Level Security using permission sets.



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31

9.

Coaching Quick
Start

9.1.

Enabling Feed Tracking for Coaching

The Chatter Feed must be enabled for Coaching and Feedback.

Navigate to Setup


Customize


Chatter


Feed Tracking
. Select Coaching and ensure

Enable Feed Tracking
” is checked.




Next, determine what changes
to the coaching records should be communicated to coach and
the person being coached. In order to do this, select the coaching fields that when changes
occur, the user they should be notified of.



9.2.

Deleting Coaching Relationships

Work.com does not current
ly support deleting coaching relationships through the user interface


System Administrators with with Modify All Data (MAD) and View All Data (VAD) permissions on
the Coaching objects can use
Workbench

to delete coaching relationships through the API.


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32

Deleting a coaching relationship will also delete all the child records of the relationship
-

i.e.
Tasks, Events, Feed and Private Notes. To restore a coaching relationship once it has been
d
eleted, use the undelete feature outlined in this section below.


There are two ways for a System Administrator to delete coaching relationships.


9.2.1.

Option 1: Using the URL suffix for Coaching

Login to salesforce as as a System Administrator.

Once logged in
, modify the URL in the browser address bar by appending “
0WD



Example: on the Home tab
-

the URL is: https://na8.salesforce.com/home/home.jsp

Modify the URL by replacing /home/home.jsp with /
0WD
.
https://na8.salesforce.com/0WD



The Coaching notes List View page will display.

Create a List View showing all coaching relationships.




Find the coaching relationship to be deleted. Click
“Del”
under Actions to delete the coaching
relationship and
all its child objects.


9.2.2.

Option 2: Using Workbench


A System Administrator or a Work.com Administrator with Modify All Data (MAD) and View All
Data (VAD) permission on the Coaching Object can delete coaching relationships through the
API using Workbench.


I
n the Coaching Detail Page URL, locate and copy the the unique salesforce record ID of the
coaching relationship to be deleted:


Example URL:
https://na15.salesforce.com/0WDD000000000EJOAY

Coa
ching relationship record Id is: 0WDD000000000EJOAY

Login as an Administrator via Workbench using salesforce login credentials.
https://workbench.developerforce.com/login.php

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Jump to: Se
lect SOQL Query and look for WorkCoaching object in the Object dropdown




Multi select Fields: Id, Name, SystemModstamp

Filter the results where “Id” = <Coaching Relationship Id>


Sample Query:

SELECT Id,Name,SystemModstamp FROM WorkCoaching WHERE Id =

'0WDC00000004CDC'

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Click
Query

The Query results will load below.




Click on the “
Id
” to view the record details


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Click
Delete

Confirm the record to be deleted and Click
Confirm

Delete




A success message will be displayed confirming the Id of the

coaching relationship which has
been deleted


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Once deleted, the coaching relationship will not show up in the Coaching list view in the
Coaching tab or the profile sub tab and it will not be queryable via API. All the child records
including feed, eve
nts and tasks will be deleted.


To delete a batch of coaching relationships, upload a CSV file containing the Coaching
Relationship Ids.


9.2.3.

Undeleting a Coaching Relationship

More on this topic

For more information on the salesforce
Recycle Bin


If a coaching relationship record is deleted in error, it can be fully restored within 15 days of the
deletion as it will remain in the Recycle Bin


L
ogin to salesforce through Workbench as above selecting version 29 of the API.

From the
Data

menu, select
Undelete
.

Enter the record Id of the deleted coaching relationship

Click
Undelete


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37



10.

Perform Quick Start

10.1.

Creating and Deploying a Performance Summary

A user with the
Perform Admin

permission set will get access to the ‘Deployment’ option on the
‘Performance’ tab.




This user can create and deploy a performance summary cycle. Please refer to the
“Perform
Getting Started Guide”

for the details.


A u
ser with the perform standard user permission set will not have access to the ‘Deployment’
option when they access the ‘Performance’ tab.

11.

Reports and Dashboards

More on this topic

Getting started with salesforce reports and dashboards


Salesforce Reports and Dashboards are available for all Work.com users. In addition, Work.com
offers three

unmanaged packages of standard report types that System Administrators can
install and customize to meet reporting needs.


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11.1.

Links to Packages

Please install the package based on the Work.com license purchased. For example, if the org
has Work.com Align, install only the Align package. The Align package includes both Motivate
and Align reports. It is not possible or necessary to install all thre
e packages.


Motivate:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000WNCs


Align:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000WNSA


Perform:
https://login.salesforc
e.com/packaging/installPackage.apexp?p0=04tA0000000WNRl


The Work.com reporting packages contain the following:




Custom Report Types for Work.com objects



Reports for each SKU (Motivate, Align, Perform). These packages are additive



Custom Fields for Work.co
m objects for better reporting



Example Dashboards


11.2.

Report Types

More on this topic

Creating
Report Types



Report types specify Work.com object

relationships and fields that are available for reporting.

The Thanks and Badges report type includes the Thanks object and Badges object.


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11.3.

Reports

Work.com Reports are organized in folders based on features. Access to these reports is
determined by Work.com licensing.


There are 4 folders:



Recognition Reports



Goals Reports



Coaching Reports



Perform Reports


11.4.

Motivate Reports


Report Name

Description

Badges given by date given

Work.com: Badges given grouped by date
given

Breakdown of badges given

Work.com: Badges given grouped by Badge
definition and role

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Breakdown of badges received

Work.com: Badges received grouped by
Badge definition and role

Reward Funds Given

Work.com: Used value per reward fund

Reward Funds Remaining

Work.com: Remaining value per reward fund

Thanks by Giver

Work.com: Thanks Posts Giver data

Thanks Given
-

Recipient Data

Work.com: Thanks Given with detailed
recipient data

Thanks Received by Role

Work.com: Thanks Received by Role

Thanks Given
-

by Date

Work.com: Thanks given grouped by date

Thanks Received by Department

Work.com: Thanks Received by Department


11.5.

Align Reports


Report Name

Description

Goals Flagged as
Behind OR Critical


Work.com: This sample report answers
questions such as: which goals are behind or
critical?

Goals Progress

Work.com: This sample report answers
questions such as:


=
whatD猠the=progre獳sof=the=goal猠in=m礠
捯mpany?
=
he礠Compan礠doal=
mrogre獳
=
tor欮comW=Thi猠獡mple=report=an獷er猠
que獴ion猠likeW
-
how=are=步礠compan礠goal猠
progres獩ng?
=
jo獴=a捴i癥=goal猠by=ceed=po獴s
=
tor欮comW=Thi猠獡mple=report=li獴猠the=most=
a捴i癥=goals=based=on=po獴猠in=the=goal猠feed.
=
ptale=doals
=
tor欮comW=Thi猠獡m
ple=report=displa祳ygoals=
whi捨=ha癥nDt=been=modified=in=PM=da祳
=
=
=


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11.5.1.

Coaching Reports


Report Name

Description

Coaching Activity Last 30 Days (Tasks,
Events and Feed count)

Work.com: Summarize all coaching activity by
department



11.6.

Perform Reports


Report Name

Description

All Active users with Managers

Work.com: All active users with managers

Performance Summaries with Answers

Work.com: Performance Summaries with
Answers

Performance Summary Cycle Status Update

Work.com: Performance Summary Cycle
Status Update

Summary Answers by Person

Work.com: Summary Answers by Person

Summary Answers by Question

Work.com: Summary Answers by Question

Summary Cycle Details

Work.com: Summary Cycle Details




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11.7.

Dashboards

Three example dashboards have been created as part of the packages. These can be
customized based on user personas
-

Admin or manager or company to provide the right set of
insights. All reports available in report folders are viewable in these example das
hboards.



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Performance Summary Dashboard



12.

Additional Resources:

Work.com Success Community

Salesforce Success Community

Salesforce.com Help

Salesforce Getting Started Series

www.yout
ube.com/salesforce

Dreamforce

DeveloperForce

Email:
support@work.com

Twitter:
@workdotcomhelp