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Workcom Implementation Guide

Workcom Implementation Guide

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CONSIDERATIONS FOR SETTING UP WDC

Assign a WDC Administrator

Enable WDC Features

WDC Feature Access

Assign WDC Permission Sets

Assign WDC Profiles

Assign WDC Licenses

Assign WDC Only User Licenses

Assign WDC User Feature Licenses

Configure WDC Features

Thanks and Skills Features
Configure Thanks in the Chatter Publisher and Salesforce Mobile 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 WDC REPORTS AND DASHBOARDS

Configure WDC Reports

WDC Perform Package Details

RECOMMENDED WDC PERMISSION SETS

RECOMMENDED WDC PROFILES

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