Recommended WDC Permission Sets

Create different permission sets for different types of WDC users.

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.
Note
Note On May 1, 2020, we rebranded this suite. It's now called WDC.

Create new permission sets for each type of WDC user.

Use the tables below to assign the appropriate object settings and system permissions for each permission set.

Standard User

The Standard User permission set gives a user all the basic WDC functionality.

Standard User Object Settings
Object Name Tab Settings Read Create Edit Delete View All Data (VAD) Modify All Data (MAD)
Badges (tab)

Available check icon

Visible check icon

           
Documents   check icon check icon check icon      
Endorsements   check icon check icon check icon check icon    
Recognition (tab)

Available check icon

Visible check icon

           
Skills

Available check icon

Visible check icon

check icon check icon        
Skill Users   check icon check icon check icon check icon    
Standard User System Permissions
System Permissions Enabled
API Enabled check icon
Edit Events check icon
Edit Tasks check icon

WDC Administrator

The WDC Administrator permission set gives a user full administrative access to WDC objects and features. This permission set should be assigned instead of the Standard User permission set.

Standard User Object Settings
Object Name Tab Settings Read Create Edit Delete View All Data (VAD) Modify All Data (MAD)
Badges (tab)

Available check icon

Visible check icon

           
Documents   check icon check icon check icon check icon check icon check icon
Endorsements   check icon check icon check icon check icon check icon check icon
Skills

Available check icon

Visible check icon

check icon check icon check icon check icon check icon check icon
Skill Users   check icon check icon check icon check icon check icon check icon
WDC Administrator System Permissions
System Permissions Enabled
API Enabled check icon
Edit Events check icon
Edit Tasks check icon
Moderate Chatter check icon
View Setup and Configuration check icon