Getting Started with Work.com Recognition - Feature Guide
|Knowledge Article Number||000199330|
Badge owners can mass assign access to non-public badges based on users, roles, and subordinates by using Public Groups. This is a more efficient and scalable way to grant access to badges.
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 administrators can enable “Restrict Custom Badge Creators” from the Work.com Settings page. This preference will restrict custom badge creation only to users with the "Create custom Badge Definitions" permission.
Giving Badges (Thanks) in the Chatter Publisher
Users with Thanks enabled in their organization can use Thanks in the Chatter publisher. Thank someone if they’ve done a great job or to recognize someone’s achievement and post the Thanks to the Chatter feed.
For more details on giving Thanks through the Chatter Publisher, visit Give Thanks to Your Coworkers.
To give Thanks, you must type in the user’s name that you would like to recognize, select a badge, and type a message. You can also select your audience (either your followers or a specific group).
User Permission: Users must have Thanks in their Chatter Publisher Layout.
Some Thanks features are limited to specific user licenses. For more information, see the Thanks and Skills User Licenses Knowledge article.
By default, badges are public read only. By default, both the badge owner and system administrators can edit the attributes of badges. If a badge is restricted to the badge owner, only the owner can edit the badge through the UI. System administrators can still edit badge attributes through the API, including changing the badge owner.
To edit a badge, find the badge you would like to edit from the Badges tab, and click the Edit button.
Configuring Access to Badges
Configure access to thanks badges by using the Access related list on each badge's detail page. Under the Access related list, click Edit List and enter the public groups or users you want to grant access to. You can only grant access to users with supported licenses.
Deleting badges through the UI 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 UI. Deleting the badge through the UI actually 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 record to “False.” Alternatively, system admins can also use the API to change the WorkBadgeDefinition record owner to themselves and use the UI to delete the badge.
To delete a badge that has been given:
1. Delete the related feed post.
2. Go to https://na15.salesforce.com/0W2 and locate the badge record. Replace the na15 portion of the URL with your Salesforce instance, such as na2.
Warning: Be sure you have the correct record, because delete the action can’t be undone.
3. Click Delete.
Rewards tie social recognition (badging and thanks) to tangible rewards. Users can tie badges to reward funds with gift codes to create Reward Badges.
User Permission: Users must have the "Create" permission on Reward Fund Types, Reward Funds, and Rewards to create reward fund badges.
Administrators can create reward badges in three steps:
1. Create a reward fund type or use the default Amazon.com reward fund type.
2. Create a reward fund and upload reward codes.
3. Tie a thanks badge to a reward fund.
For full details on Reward Funds, visit Reward Funds in the Salesforce Help.
Create a Reward Fund Type
2. Click New.
3. Enter the Reward Fund Type details.
4. Click Save.
Create a Reward Fund
1. Click the "Reward Fund" tab. If the Reward Fund tab isn’t available, click + to the right of your current tabs and select it from the "All Tabs" page.
2. Click New.
3. Name your fund, select the "Reward Fund Type," and enter the reward value.
4. Click Save.
5. Upload or enter your gift codes.
Note: To upload gift codes through a CSV file, select Upload CSV, then select Choose File. Select a CSV file and click Upload. Prior to uploading the CSV file, confirm that the first line is the header. The uploader begins uploading gift code data from the second line. To manually enter gift codes, select New Reward. Enter the value of your gift code and click Save.
To purchase gift cards, visit the TangoCard site.
You can find additional information about purchasing gift cards in the Guide to Open Rewards.
Create Reward Badges
1. Click the "Badges" tab.
2. Click New.
3. Enter a title and description for the badge, then add a badge image.
4. Select a reward fund for the badge.
5. Optionally, you can add badge limits, restrict users who can give the badge, and make the badge a Company Badge.
6. Click Save.
Reward badges and non-reward badges cannot be converted back-and-forth into one another. If a badge is created and it is not tied to a Reward Fund, it cannot later be converted to a reward badge. Similarly, once a reward badge is created and tied to a Reward Fund, it cannot be converted to a standard non-reward badge.
Recognition Tab from a User Profile
To see the badges you've received, go to the Recognition subtab on your profile (if available). Similarly, see the badges other users have received on their profile pages.
Work.com Badging in Communities
Users with a communities or portal license have access to badges. This feature allows badging between employees, customers, and partners in a community to drive engagement, motivation, and user reputation.
Which Features are Available?
All portal and communities user licenses have access to the following features:
- Thanks in the Publisher
- Badges received displayed in the feed
- Recognition tab in the profile - lists the badges received by a user
- Ability to give custom badges in the community
- Ability to receive Work.com Rewards (with a Work.com license)
Set Up Badging in Communities
Note: Default badges aren't available in communities. Additionally, there are other limitations for some user licenses. For more information, see the Thanks and Skills User Licenses Knowledge article in the Salesforce Help.
Once the community administrator has Work.com enabled, he or she should follow the following steps to enable the feature.
1. Under Setup, click Customize | Work.com | Settings, and enable the Thanks Settings.
2. Under Setup, click Customize | Chatter | Settings, and click Enable Publisher Actions.
3. Under Setup, click Customize | Chatter | Publisher Layouts, and confirm “Thanks” is available in the publisher layout for all Profiles with the ability to give “Thanks.”
4. Repeat step 3 for any other layout that will require Thanks. For example, if the community only uses the publisher in Groups, ensure that Group Publisher Layout includes “Thanks”.
Add the Profile Recognition Tab
All portal users in a community can have the Work.com Profile Recognition tab, which displays all the recognition a user has received or given within that community.
1. Under Setup, click Create | Apps, and in the Subtab Apps section, click Edit next to Profile in Communities (Self).
2. Add Recognition under "Included Tabs."
3. Repeat with Profile in Communities (Others).
Create Work.com Badges for the Community
Work.com badges created in a community appear only in that community. Badges created in an internal organization are not available in a community, so administrators must create the badges that they want to appear. Only users with a Salesforce internal license can create badges in a community.
The Company Badge field has unique properties when used within a community. If Company Badge is selected, everyone within the user's network will be able to give the badge automatically. If this field is not selected, people with sharing must be added to the badge's access list in order to give the badge.
Which Communities/Portal License Types are Supported?
Some user licenses have limited Thanks functionality. For more information, see the Thanks and Skills User Licenses Knowledge article.
- Authenticated Website
- Bronze Partner
- Customer Community
- Customer Community Login
- Customer Portal Manager
- Customer Portal Manager Custom
- Customer Portal Manager Standard
- Customer Portal User
- Gold Partner
- High Volume Customer Portal
- Internal Portal User
- INTERNAL Standard Partner
- Limited Customer Portal Manager Custom
- Limited Customer Portal Manager Standard
- Overage Authenticated Website
- Overage Customer Portal Manager Custom
- Overage Customer Portal Manager Standard
- Overage High Volume Customer Portal
- Partner Community
- Partner Community Login
- Silver Partner