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Work.com on Salesforce Recommended Profiles

Knowledge Article Number 000194307
Description

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Work.com on Salesforce Recommended Profiles

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

Overview

A profile contains user permissions and access settings that control what users can do within their organization.

In this document you will find:

●  Links to Salesforce documentation on Profiles and related information

●  Detailed instructions with screenshots that take you through setting up a Work.com

Profile

●  Examples of 3 different Profiles, including Standard Work.com User, Work.com Admin,

Performance Cycle Manager
*Please refer to our Recommended Permission Set guide for permissions on 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:

Profile Overview
Cloning Profiles

 

How to create a Profile

The screenshots provided give an overview of what you steps you will take and what you should expect to see when creating profiles for Work.com on Salesforce.

1. To create a Profile go to Setup ➔ Manage Users ➔ Profiles ➔ New Profile

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2. Choose an existing Profile to clone from, and enter a name

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Profile Name: For Example: “Work.com Standard User”
 

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

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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 is listed twice. This is not an error, one listing is for the object itself and one is for the tab associated with that object:

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

Tab Settings

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When you click on an object in the Object Settings list, you will 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.

Object Permissions and Field Permissions

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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.”

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Setting up your Profiles for Work.com on Salesforce.

Recommended Profiles
The following are Work.com on Salesforce Profiles that may apply for your organization. Review these with your business partners and adjust any permissions before finalizing.

Standard User - The Standard User Profile 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
Visible 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 Link (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 Profile (Setup ➔ Manage Users ➔ Profile ➔ Choose the Profile you want to work on ➔ System Permissions)

System PermissionsEnabled
API EnabledCheckbox
Edit EventsCheckbox
Edit TasksCheckbox
                                                                                                                                                                                                                                                                                            

Work.com Admin - The Work.com Admin Profile gives a user full administrative access to Work.com objects and features only.

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 Link (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 Profile (Setup ➔ Manage Users ➔ Profiles ➔ Choose the Profile 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
 

Performance Cycle Manager - The Performance Cycle Manager Profile is typically used by your HR operations lead in charge of creating and deploying performance summaries to employees.

 
Object Name ReadCreateEditDeleteView All Data (VAD)Modify All Data (MAD
Badges (tab)AvailableCheckbox
VisibleCheckbox
      
Calibration (tab)AvailableCheckbox
VisibleCheckbox
      
Coaching (Object) CheckboxCheckboxCheckboxCheckbox  
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
Visible Checkbox
      
Goal Collaborators CheckboxCheckboxCheckboxCheckbox  
Goal Links CheckboxCheckboxCheckboxCheckbox  
Feedback (object) CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Feedback (tab)AvailableCheckbox
Visible Checkbox
      
Feedback Questions CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Feedback Question Sets CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Feedback Request CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Metric Data Link (available for Enhanced Goals feature) CheckboxCheckboxCheckboxCheckbox  
Metrics (available for Enhanced Goals feature) CheckboxCheckboxCheckboxCheckbox  
Performance (tab)AvailableCheckbox
Visible Checkbox
      
Performance Cycles CheckboxCheckboxCheckboxCheckboxCheckboxCheckbox
Recognition (tab)AvailableCheckbox
Visible Checkbox
      
Reward Funds Checkbox     
Reward Fund Types Checkbox     
Rewards Checkbox     
Skills (tab)AvailableCheckbox
VisibleCheckbox
      
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
Create custom Badge DefinitionsCheckbox
 
Edit EventsCheckbox
Edit TasksCheckbox
Enable Work.com CalibrationCheckbox
Moderate ChatterCheckbox
View Setup and ConfigurationCheckbox
 

Object Descriptions

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