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Workcom Implementation Guide

Workcom Implementation Guide

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CONSIDERATIONS FOR SETTING UP WORKCOM

ENABLE WORKCOM

Assign a Workcom Administrator
Enable Workcom Features
Workcom Feature Access
Assign Workcom Permission Sets
Assign Workcom Profiles
Assign Workcom Licenses
Assign Workcom Only User Licenses
Assign Workcom User Feature Licenses

CONFIGURE WORKCOM FEATURES

Configure Workcom Features
Thanks and Skills Features
Configure Thanks in the Chatter Publisher and Salesforce App Action Bar
Assign Publisher Layout to Profiles
Goals and Coaching Features
Enable Feed Tracking for Goals
Enable Feed Tracking for Coaching
Enable Feed Tracking for Metrics
Enable History Tracking for Goal Fields
Enable History Tracking for Coaching Fields
Enable History Tracking for Metric Fields
Configure Key Company Goals
Performance Summary and Calibration Features
Set Up Calibration Reports

CONFIGURE WORKCOM REPORTS AND DASHBOARDS

Configure Workcom Reports
Workcom Perform Package Details

RECOMMENDED WORKCOM PERMISSION SETS

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