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            Create a Badge

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            Create a Badge

            Create custom badges to recognize and thank your coworkers.

            Required Editions

            Available in: Salesforce Classic

            WDC is available for existing WDC customers in Professional Edition, Enterprise Edition, Performance Edition, Unlimited Edition, and Developer Edition.
            Important
            Important Starting in Spring ’22, WDC isn’t available to new Salesforce customers. For existing customers, WDC features and records from Badges, Skills, and Thanks aren’t affected and will remain available in the application beyond Spring ’22. WDC Goals, Coaching, Feedback, Performance, and Rewards features won’t appear in the application anymore, and records created previously will no longer be accessible.
            Note
            Note On May 1, 2020, we rebranded this suite. It's now called WDC.
            User Permissions Needed
            To view the Badges tab: No additional user permission needed
            To build a badge:
            • Create on Documents
            • The Restrict Custom Badge Creator setting is disabled by default. If the setting is enabled, users need the Create Custom Badge Definitions permission.
            1. Click the Badges tab.
              If the Badges tab isn’t displayed, click All tabs icon to the right of your current tabs and select it from the All Tabs page.
            2. Click New.
            3. Enter a name and description for the badge, add a badge image, and optionally assign badge limits.
              Note
              Note
              • Badges can’t be transferred from a sandbox organization to a production organization.
              • You can limit access to badge records with the Access related list, but badge images are externally available.
              Badge Field Description
              Badge Name The name of the badge.
              Active Indicates that the badge is active and available to give. This setting is enabled by default.
              Owner Name The name of the badge owner.
              Company Badge Select to make this badge a company badge. Only users with the Chatter moderator permission can create and edit company badges. Company badges enable all users to give the badge.
              Description A description that explains the significance of the badge.
              Image URL A visual representation of the badge. Click the image field to select a picture from a directory on your computer. Badge images are stored at 128 x 128 pixels and are externally available.
              Limit Number The number of badges that are available. This can be per user or across all users. The default value is unlimited badges.
              Limit Start Date Indicates when the system begins to count the number of badges used. The default value is the date the badge is created.
              Limit Type Select Per User to have Limit Number apply to each user. Select Per Company to have Limit Number apply to the entire organization.
            4. Click Save.

            Access for custom badges is set to all internal users by default. To change the access to a custom badge, go to the badge detail page and click Edit List on the Access related list.

            See Also

             
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