Set Up Workplace Command Center

Note To limit access to employee data, Salesforce strongly recommends that you install Work.com apps, including Workplace Command Center, in an org that’s used only for human resources. This way, only Work.com admins have access to employee data, but admins for your company’s other orgs don’t.

These setup instructions are for new Work.com orgs to install and configure Workplace Command Center, Wellness Check, and Shift Management.

For an existing configuration, review the most recent Work.com Release Notes and review Update an Existing Workplace Org section in Salesforce Help.

If you installed Workplace Command Center version 2 and didn’t complete your configuration, refer to the Workplace Command Center Setup Guide Version 2in the Trailblazer Community.

1. Configure General Settings for Workplace Command Center
   Before you can install Workplace Command Center and Wellness Check packages, configure these general settings in your org.
2. Install Workplace Command Center and Wellness Check
   Install the Workplace Command Center and Wellness Check packages. Then return to Salesforce Help to complete setup in your org.
3. Assign Workplace Command Center Permissions
   Permissions control what users see and do. The workplace permissions are automatically created when you install the Workplace Command Center package, but you must manually assign users their appropriate permissions.
4. Configure the Command Center
   Before you roll out the Command Center to users, clone it and activate it.
5. Configure Wellness Check
   To configure Wellness Check features, create authorization records for consent management, then use the Command Center Settings tab in the Command Center app. Consider configuring an organization-wide reply-to name and email address, and consider adding the My Wellness component to an Experience Cloud site.
6. Create and Import Data
   To create data, get to know the Work.com data model.
7. View Log Messages from Workplace Command Center and Wellness Check
   When logging is enabled, Workplace Command Center and Wellness Check add errors and exceptions as log messages to the Command Center Logs custom object.
8. Update an Existing Workplace Org
   Workplace Command Center is a managed package. New versions of the package are pushed to orgs automatically, but sometimes include features that need further configuration.
9. Workplace Command Center Limitations and Allocations
   A crisis recovery solution as flexible as Workplace Command Center doesn't come without some limitations. Consider the impact on your users and your overall business solution as you design your return-to-work strategy.