Skills and Thanks functionality are freely available to Sales users. The permissions and preferences necessary for different tasks are broken up by feature area.
Required Editions
| Available in: Salesforce Classic |
|
WDC is available as an add-on license for Professional Edition, Enterprise Edition, Unlimited Edition, or Developer Edition, and is included in Performance Edition. |
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.
General WDC Administrator Tasks
This includes tasks for administering and implementing WDC.
| Administrator Task | Preferences and Permissions Required |
|---|---|
| Enable WDC features: | “Customize Application” |
| Assign a WDC administrator: | “Customize Application” |
| Assign permission sets: | “Assign Permission Sets” |
| Assign profiles: | “Manage Users” |
| Assign user licenses: | “Manage Users” |
| Assign user feature licenses | “Manage Users” |
| Set up actions: | “Customize Application” |
| Customize fields tracked in feeds: | “Customize Application” |
| Set field-level security: |
“Manage Profiles and Permission Sets” “Customize Application” |
Thanks Tasks
This includes tasks for WDC end users, such as viewing and creating thanks badges.
| End User Task | Preferences and Permissions Required |
|---|---|
| View the Badges tab: | No additional user permissions needed |
| Build a badge: | “Create” on Documents |
Skills Tasks
This includes tasks for WDC end users using skills.
| End User Task | Preferences and Permissions Required |
|---|---|
| Add skills: | “Create” on Skills and Skill Users |
| Remove skills: | “Delete” on Skill Users |
| Add endorsements to skills: | “Create” on Endorsements |