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            Assign Publisher Layout to Profiles

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            Assign Publisher Layout to Profiles

            Assign the publisher layout with Thanks to user profiles. People with these profiles can thank their coworkers directly from the publisher.

            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 set up quick actions: Customize Application

            If not everyone in your organization should have this feature, create another layout without Thanks and assign it to a profile. People with that profile won’t see Thanks in their publisher.

            1. From Setup, enter Publisher Layouts in the Quick Find box, then select Publisher Layouts.
            2. Click Publisher Layout Assignment.
            3. Click Edit Assignment.
            4. Select a user profile by clicking anywhere on its row in the table.
            5. From the Publisher Layout, select the global publisher layout that you want to assign to the highlighted profile.
            6. Save the layout.

            See Also

             
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