Getting started with WDC Recognition

Recognition Overview

WDC Recognition makes it easy to publicly recognize and reward great work and winning behaviors in real time. Recognition is comprised of WDC Thanks with unlimited custom badges and WDC Rewards. With WDC Recognition, users can create custom, meaningful badges, view recognition they have received and given in real time, and tie badges to tangible rewards. Managers can create reports and dashboards to view data on recognition leaders.

Sales Cloud users can use skills and create, give, or receive non-rewards badges without a WDC license. However, users still need a WDC license to create, give, or receive badges tied to rewards. For more information, see the Salesforce Spring '15 Release Notes.

THANKS is a simple way to recognize winning behaviors. Each Thanks is comprised of a giver (you), a recipient, a custom message indicating why you are recognizing the recipient, and a badge.

Badges are a custom, visual way to represent recognition and achievements. WDC has predefined badges which represent the most popular use cases for customers, and allows users to create their own badges.

REWARDS is an extension of Thanks and Badges, and ties badges to tangible rewards. Our first fulfillment partner was Amazon.com, but you can now attach rewards from most digital gift codes globally. Gift codes are purchased directly from the provider, and are then loaded into WDC for future redemption by Reward Badge recipients.

If your administrator has configured your access to Recognition, you may find a Badges tab available in the WDC application tab set. You may also find a Recognition subtab in user profiles when you view your own profile or the profile of a colleague.

For additional details about Recognition, visit Recognition Overview in the Salesforce Help.
 

Enable Recognition Features

On the WDC Settings page, you can enable and disable Thanks and Rewards features. From Setup, click Customize > WDC > Settings, and then select the features you want to enable or disable.

All the settings except for Thanks Settings and Skills Settings require a WDC license.

For more information, see Enable or Disable WDC Settings in the Salesforce Help.
 

Key Features
 

Badges Tab
The Badges tab allows users to see the library of available badges and also create new badges. Users must use the Chatter publisher to give badges.

Users can search for badges by entering a badge name in the global search field. Only badges a user has permission to give (“Access”) will be displayed.

Creating Badges

 

Users with the proper permission can also create their own custom badges that represent their culture and use cases. Custom badges are a great way to recognize colleagues in a meaningful and authentic way.

For more details on how to create a badge, see Create a Badge.

Note:

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 WDC 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.

Note:

Editing Badges

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
 

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.

Reward Funds

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

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.

Note:

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.
 

WDC 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 WDC Rewards (with a WDC license)
  • The reward will not be visible within the community.  Users will receive an email notification which includes the reward code.

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 WDC enabled, he or she should follow the following steps to enable the feature.

1. Under Setup, click Customize | WDC | 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 WDC 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 WDC Badges for the Community

WDC 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.

Note:

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
• Partner Community
• Partner Community Login
• Silver Partner