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Work.com on Salesforce Recommended Permission Sets

Knowledge Article Number 000188416
Description

Work.com on Salesforce Permission Sets

*This document should only be used as a guide and we recommend mapping out your permission sets before starting to build them.

Overview:

A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users' functional access without changing their profiles. 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 users with access to Work.com.

For example, to give users access to an object, create a permission set, enable the required permissions for that object, and then assign the permission set to those users. The user's profile does not change. You may want to have Work.com on Salesforce users with varying levels of permissions. While users can have only one profile, they can have multiple permission sets.

In this document you will find:
  • Links to Salesforce documentation on permission Sets and related information

  • Detailed instructions with screenshots that take you through setting up a new Permission Set

  • Examples of 5 different permission sets, including Standard Work.com User, Work.com Admin, Performance Cycle Manager, Reward Creator and Custom Badge Creator

  • Descriptions for each Work.com Object                       

Find some helpful links on permission sets below and at help.salesforce.com

Permission Sets                   

Assigning permission sets

AppExchange Tools for Mass Assigning Permission Sets

Object Permissions

Field Permissions

System Permissions


How to create a Permission Set: The screenshots provided here give an overview of what you steps you will take and what you should expect to see when creating permission sets for Work.com on Salesforce.

1. To create a Permission Set go to Setup ➔ Manage Users ➔ Permission Sets ➔ New


2. Click New and name your Permission Set


 
  • Label: For Example: “Work.com Standard User”

  • API Name: “Work.com_Standard_User” (This will be automatically taken from the Label)

  • Description: Describe your Permission Set here

  • User License: Choose and assign a specific User License to your Permission Set. It’s best practice to create Work.com permission sets for each license type used in the org. Selecting the 'none' option will allow admins to assign the permission set across license types, but may impact profile settings such as tab visibility.

3. To add Object Settings to your Permission Set, go to Setup ➔ Manage Users ➔ Permission Sets ➔ Choose the Permission Set you want to work on ➔ Object Settings


 

4. Object Settings - This is where you will set permissions to access objects, fields and tabs.

Work.com on Salesforce is made up of many distinct Objects, when enabling an Object you will notice that the Object may seem to be listed twice. This is not an error, one listing is for the object itself and one is for the tab associated with that object:

   You will want to enable both the tab and the object, as you’ll see in the Standard User Permission set included in this document.

Tab Settings

Object Permissions and Field Permissions - Clicking on an object in the Object Settings list. Notice there are Object Permissions and Field Permissions. Object permissions specify the access that users have to objects. Field permissions specify the access level for each field in an object. With Work.com on Salesforce, you will rarely need to specify Field Permissions.


5. System Permissions - System Permissions control users' ability to perform tasks that apply to all apps—such as “Modify All Data”—or tasks that don't apply to any apps—such as “API Only User.” For Work.com you will need to enable “API Enabled.”


Use these steps to set up your permission sets for Work.com on Salesforce.

Recommended Permission Sets - The following are Work.com on Salesforce permission sets that may apply for your organization. Review these with your business partners and adjust any permissions before finalizing your own permission sets.

Standard User - The Standard User permission set gives a user all the basic Work.com functionality.

Object Name ReadCreateEditDeleteView All Data (VAD)Modify All Data (MAD
Badges (tab)AvailableCheckbox
Visible Checkbox
      
Coaching (Object) CheckboxCheckboxCheckbox   
Coaching (tab)AvailableCheckbox
Visible Checkbox
      
Documents CheckboxCheckboxCheckbox   
Endorsements CheckboxCheckboxCheckboxCheckbox  
Goals (object) CheckboxCheckboxCheckboxCheckbox  
Goals (Field Permissions)Completion DateCheckbox Checkbox   
Goals (Field Permissions)Is Key Company GoalCheckbox     
Goals (tab)AvailableCheckbox
Visibile Checkbox
      
Goal Collaborators CheckboxCheckboxCheckboxCheckbox  
Goal Links CheckboxCheckboxCheckboxCheckbox  
Feedback (object) CheckboxCheckboxCheckboxCheckbox  
Feedback (tab)AvailableCheckbox
Visible Checkbox
      
Feedback Questions CheckboxCheckboxCheckbox   
Feedback Question Sets CheckboxCheckboxCheckbox   
Feedback Request CheckboxCheckboxCheckbox   
Metric Data Links (available for Enhanced Goals feature) CheckboxCheckboxCheckboxCheckbox  
Metrics (available for Enhanced Goals feature) CheckboxCheckboxCheckboxCheckbox  
Performance (tab)AvailableCheckbox
Visible Checkbox
      
Performance Cycles Checkbox     
Recognition (tab)AvailableCheckbox
Visible Checkbox
      
Reward Funds Checkbox     
Reward Fund Types Checkbox     
Rewards Checkbox     
Skills (tab)AvailableCheckbox
Visible Checkbox
      
Skills CheckboxCheckbox    
Skill Users CheckboxCheckboxCheckboxCheckbox  

Set your System Permissions on the Permission Set (Setup ➔ Manage Users ➔ Permission Sets ➔ Choose the Permission Set you want to work on ➔ System Permissions)

System PermissionsEnabled
API EnabledCheckbox
Edit EventsCheckbox
Edit TasksCheckbox
                                                                                                                                                                                                                                                                                            

Performance Cycle Manager - The Performance Cycle Manager permission set is typically used by your HR operations lead in charge of creating and deploying performance summaries to employees. This is intended to be assigned in addition to the Standard User permission set.

Object Name ReadCreateEditDeleteView All Data (VAD)Modify All Data (MAD
Calibration (tab)AvailableCheckbox
VisibleCheckbox
      
Feedback (object) CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Feedback Questions CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Feedback Question Sets CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Feedback Request CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Performance Cycles CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox

Set your System Permissions on the Permission Set (Setup ➔ Manage Users ➔ Permission Sets ➔ Choose the Permission Set you want to work on ➔ System Permissions)

System PermissionsEnabled
Enable Work.com CalibrationCheckbox
View Setup and ConfigurationCheckbox

                                                                                                                                                                                                                                                                                            

Custom Badge Creator - The Custom Badge Creator permission set gives users the ability to create custom badges. This is intended to be assigned in addition to the Standard User permission set.

*Note - If the Org Pref (Restrict Custom Badges) is enabled - user must have Create on Reward.

Set your System Permissions on the Permission Set (Setup ➔ Manage Users ➔ Permission Sets ➔ Choose the Permission Set you want to work on ➔ System Permissions)

System PermissionsEnabled
Create custom Badge DefinitionsCheckbox
Moderate ChatterCheckbox
                                                                                                                                                                                                                                                                                            

Reward Creator - The Reward Creator permission set is for users who should have the ability to create reward funds and badges. This is intended to be assigned in addition to the Standard User permission set.

Object NameReadCreateEditDeleteView All Data (VAD)Modify All Data (MAD
Reward FundsCheckboxCheckboxCheckboxCheckbox  
Reward Fund TypesCheckboxCheckboxCheckboxCheckbox  
RewardsCheckboxCheckboxCheckboxCheckbox  

Set your System Permissions on the Permission Set (Setup ➔ Manage Users ➔ Permission Sets ➔ Choose the Permission Set you want to work on ➔ System Permissions)

System PermissionsEnabled
Create custom Badge DefinitionsCheckbox

                                                                                                                                                                                                                                                                                            

Work.com Admin - The Work.com Admin permission set gives a user full administrative access to Work.com objects and features only. This is intended to be assigned instead of the Standard User permission set.
 

Object Name ReadCreateEditDeleteView All Data (VAD)Modify All Data (MAD
Badges (tab)AvailableCheckbox
Visible Checkbox
      
Calibration (tab)AvailableCheckbox
Visible Checkbox
      
Coaching (Object) CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Coaching (tab)AvailableCheckbox
Visible Checkbox
      
Documents CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Endorsements CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Goals (object) CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Goals (Field Permissions)Completion Date, Is Key Company GoalVisibleCheckbox EditCheckbox   
Goals (tab)AvailableCheckbox
Visible Checkbox
      
Goal Collaborators CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Goal Links CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Feedback (object) CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Feedback (tab)AvailableCheckbox
Visible Checkbox
      
Feedback Questions CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Feedback Question Sets CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Feedback Request CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Metric Data Links (available for Enhanced Goals feature) CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Metrics (available for Enhanced Goals feature) CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Performance (tab)AvailableCheckbox
Visible Checkbox
      
Performance Cycles CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Recognition (tab)AvailableCheckbox
Visible Checkbox
      
Reward Funds CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Reward Fund Types CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Rewards CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
 
Skills (tab)AvailableCheckbox
Visible Checkbox
      
Skills CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Skill Users CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox

Set your System Permissions on the Permission Set (Setup ➔ Manage Users ➔ Permission Sets ➔ Choose the Permission Set you want to work on ➔ System Permissions)

System PermissionsEnabled
API EnabledCheckbox
Create custom Badge DefinitionsCheckbox
 
Edit EventsCheckbox
Edit TasksCheckbox
Enable Work.com CalibrationCheckbox
Moderate ChatterCheckbox
View Setup and ConfigurationCheckbox

                                                                                                                                                                                                                                                                                            

Object Descriptions

User-added image

 





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