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Considerations for Setting Up WDC

Plan out your implementation before enabling WDC in your organization.

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.
User Permissions Needed
To enable WDC features: Customize Application
To assign permission sets: Assign Permission Sets
To assign profiles: Manage Users
To set field-level security:

Manage Profiles and Permission Sets

AND

Customize Application

Before beginning the implementation process, Salesforce must enable WDC permissions and provision WDC licenses for your organization. Contact Salesforce to coordinate this with you. Meanwhile, check if your organization has available WDC licenses: in Setup, enter Company Information in the Quick Find box, then select Company Information, and check for WDC User under Feature Licenses.

Note
Note We recommend that you enable Chatter regardless of the edition your org is using. Many WDC features use the Chatter feed to notify and interact with users. To confirm that Chatter is enabled, from Setup, enter Chatter Settings in the Quick Find box, then select Chatter Settings, and verify that Chatter Settings is enabled.

When using WDC features in the mobile app, you can’t create custom badges.

See Also