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Sales Basics
Set Up WDC

Set Up WDC

Set up WDC and its features.

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.

WDC has various features to help your sales and service teams. These features include recognizing skills and giving thanks.

After you receive your WDC licenses, set up WDC.

  1. Considerations for Setting Up WDC
    Plan out your implementation before enabling WDC in your organization.
  2. Assign a WDC Administrator
    Before enabling WDC in your organization, you must assign a WDC user feature license to the person who will be the system administrator and responsible for setting up WDC for your organization.
  3. Enable WDC Features
    Administrators can enable preferences for WDC features on the WDC Settings page.
  4. Assign WDC Licenses
    After granting access to WDC features with permission sets or profiles, assign users a WDC license.
  5. Configure WDC Features
    Configure the Recognition and Skills features.
 
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