Implement Gamification to Your Salesforce

Final Up to date on November 22, 2022 by Rakesh Gupta

Large Concept or Enduring Query:

How can I exploit gamification in Salesforce to drive gross sales?  What are the methods to automate gamification?

Targets:

After studying this weblog submit, the reader will be capable to:

• Create a movement that may routinely submit a badge
• Study how to make use of a Determination factor to search out whether or not a Record variable or a Record assortment variable accommodates a document
• Use determination factor to validate the info
• Robotically submit to Chatter
• and way more

Martin Jones is working as a System administrator at Gurukul On Cloud (GoC). His group needs to implement gamification to assist increase the gross sales pipeline. He obtained a requirement from his supervisor if an Alternative is closed inside 7 days of its creation, do the next:

• Give a Deal Maker badge to the Alternative Proprietor from the SVP of Gross sales & Advertising  (i.e., Tushar Gupta)
• Publish this information on the Alternative Proprietor’s Chatter profile (see screenshot)

Automation Champion Strategy (I-do):

Gamification is using recreation mechanics (challenges, competitors, scoring factors, and so forth.) in different areas of exercise. In enterprise, it’s a approach to harness the aggressive spirit of gross sales reps, the inventive drive of entrepreneurs, and the need for recognition and the reward of everybody in between. It helps your group increase Salesforce adoption by making use of confirmed recreation mechanics to reward gross sales representatives for driving precise enterprise outcomes.

The three main pillars of gamification are Problem, Competitors, and Recognition. We will implement gamification in Salesforce utilizing clicks, not code.  There are a number of options potential for the above enterprise state of affairs. We’ll use File-Triggered Circulate to resolve the above enterprise requirement. Earlier than continuing, you must perceive the below-mentioned objects in Salesforce.

1. WorkBadge: – This object contains details about who the badge was given to and which badge was given.
2. WorkThanks: – This object represents the supply and message of a thanks submit.

We’ll use Circulate to create WorkThanks, WorkBadge, and Chatter Publish data. To launch the Circulate each time Alternative will get Closed Gained. 

Earlier than discussing the answer, let me present you a diagram of a Course of Circulate at a excessive degree. Please spend a couple of minutes going by the next Circulate diagram and perceive it.

Let’s start constructing this automation course of.

Guided Follow (We-do):

There are Four steps to resolve Martin’s enterprise requirement utilizing File-Triggered Circulate. We should:

1. Steps to arrange work.com
2. Making a customized label to retailer the SVP of Gross sales & Advertising user-id
3. Making a customized label to retailer badge Id
4. Salesforce Circulate Steps:
   1. Outline Circulate properties
   2. Add a textual content variable to assemble a Chatter Publish Message
   3. Create a formulation to calculate elapsed days 
   4. Use a Determination factor to test elapsed days
   5. Add a create data factor  – create a thanks (WorkThanks) document
   6. Add a create data factor  – create a badge obtained (Work Badge) document
   7. Add a create data factor  – submit thanks badge to chatter 

Step 1: Setup Work.com

Comply with the steps supplied by Salesforce to arrange work.com (a few of it will must be finished in Traditional).

1. 1. Assign a Work.com Administrator
   2. Enable Work.com Features
   3. Assign Work.com Permission Sets

Step 2: Making a Customized Label to Retailer the SVP of Gross sales & Advertising Consumer’s Id

To retailer the ID for the SVP of Gross sales & Advertising, we have to get the Consumer ID **Alternatively, you might create a variable for the ID of the precise person, however it’s best follow to not hard-code Consumer IDs**

1. Click on Setup.
2. Within the Fast Discover field, kind Customized Labels.
3. Click on on the New Customized Label button.
4. Enter Quick Description the Identify will auto-populate. 
5. Now enter the SVP Tushar Consumer Id within the Worth.
   1. Within the Developer Console Question Editor, run the next SOQL question to get the SVP of Gross sales & Advertising person Id
      1. choose id from person the place userrole.Identify=’SVP, Gross sales & Advertising’
6. Click on Save.

Step 3: Making a Customized Label to Retailer Badge Id

Now we’ll create a Variable to retailer BadgeId, in this case, Badge Deal Maker.

1. Click on Setup.
2. Within the Consumer Interface, kind Customized Labels.
3. Click on on the New Customized Label button.
4. Enter Quick Description the Identify will auto-populate. 
5. Now enter the Deal Maker Badge Id within the Worth.
   1. Within the Developer Console Question Editor, run the next SOQL question to get the deal maker badge Id
      1. choose id from WorkBadgeDefinition the place Identify =’Deal Maker’
6. Click on Save.

Step 4.1: Outline Circulate Properties 

1. Click on Setup.
2. Within the Fast Discover field, kind Flows.
3. Choose Flows, then click on on the New Circulate.
4. Choose the File-Triggered Circulate choice, click on on Create and configure the movement as follows:
   1. Object: Alternative
   2. Set off the Circulate When: A document is created or up to date
   3. Set Entry Standards
      1. Situation Necessities: None
   4. Optimize the Circulate For Motion and Associated Data
5. Click on Finished.

Step 4.2: Add a Textual content Variable to Assemble a Chatter Publish Message

1. Below Toolbox, choose Supervisor, then click on New Useful resource to create a message for Chatter Publish. You too can use Textual content Template. 
2. Enter the next info: 
   1. Useful resource Sort: Variable
   2. API Identify: varT_Message
   3. Information Sort: Textual content
   4. Default Worth: Congratulations! You Simply earned Deal Maker badge for closing the Alternative “{!$File.Identify}” inside {!Day_Elapsed} days of it’s creation.
   5. Verify Out there for Enter
   6. Verify Out there for Output
3. Click on Finished.

Step 4.3: Create a System to Calculate Elapsed time

1. Below Toolbox, choose Supervisor, then click on New Useful resource to calculate elapsed time. 
2. Enter the next info: 
   1. Useful resource Sort: System
   2. API Identify: forN_ElapsedTime
   3. Information Sort: Quantity
   4. Decimal Locations: 2
   5. System: {!$File.LastModifiedDate} – {!$File.CreatedDate}
3. Click on Finished.

Step 4.4: Utilizing Determination Component to test Elapsed Days

Now we’ll use the Determination factor to test the chance stage and elapsed time. 

1. On Circulate Designer, click on on the +icon and choose the Determination factor.
2. Enter a reputation within the Label subject; the API Identify will auto-populate.
3. Below Final result Particulars, enter the Label the API Identify will auto-populate.
4. Situation Necessities to Execute Final result: All Circumstances Are Met (AND)
   1. Row 1:
      1. Useful resource: {!forN_ElapsedTime}
      2. Operator: Much less Than or Equal
      3. Worth: 7
   2. Click on Add Situation
   3. Row 2:
      1. Useful resource: {!$File.StageName}
      2. Operator: Equals
      3. Worth: Closed Gained
5. Click on Finished.

Step 4.5: Create Data – Create a Thanks (WorkThanks) File

If the time taken to efficiently shut a deal is lower than 7, the following step is to create a WorkThanks document. 

1. On Circulate Designer, under the <= 7 node, click on on the +icon and choose the Create Data factor.
2. Enter a reputation within the Label subject; the API Identify will auto-populate.
3. Enter the next info:
   
   1. How Many Data to Create: One
   2. Methods to Set the File Fields: Use separate sources, and literal values
   3. Object: WorkThanks
   4. Set Discipline Values for the Thanks
   5. Row 1:
      1. Discipline: GiverId
      2. Worth: {!$Label.SVP_Tushar_User_Id}
   6. Click on Add Row
   7. Row 2:
      1. Discipline: Message
      2. Worth: {!varT_Message}
4. Click on Finished.

Step 4.6: Create Data – Create a Badge Obtained (Work Badge) File

The subsequent step is to create a Work Badge document.

1. On Circulate Designer, click on on the +icon and choose the Create Data factor.
2. Enter a reputation within the Label subject; the API Identify will auto-populate.
3. Enter the next info:
   
   1. How Many Data to Create: One
   2. Methods to Set the File Fields: Use separate sources, and literal values
   3. Object: Badge Obtained
   4. Set Discipline Values for the Badge Obtained
   5. Row 1:
      1. Discipline: DefinitionId
      2. Worth: {!$Label.Deal_Maker_Badge_Id}
   6. Click on Add Row
   7. Row 2:
      1. Discipline: RecipientId
      2. Worth: {!$File.OwnerId}
   8. Click on Add Row
   9. Row 3:
      1. Discipline: SourceId
      2. Worth: {!Create_WorkThanks_Record}
4. Click on Finished.

Step 4.7: Create Data – Publish Thanks Badge to Chatter 

The ultimate merchandise to create is the Chatter submit.

1. On Circulate Designer, click on on the +icon and choose the Create Data factor.
2. Enter a reputation within the Label subject; the API Identify will auto-populate.
3. Enter the next info:
   1. Enter Label the API Identify will auto-populate.
   2. How Many Data to Create: One
   3. Methods to Set the File Fields: Use separate sources, and literal values
   4. Object: Feed Merchandise
   5. Set Discipline Values for the Feed Merchandise
   6. Row 1:
      1. Discipline: Physique
      2. Worth: {!varTMessage}
   7. Click on Add Row
   8. Row 2:
      1. Discipline: CreatedById
      2. Worth: {!$Label.SVP_Tushar_User_Id}
   9. Click on Add Row
   10. Row 3:
       1. Discipline: ParentId
       2. Worth: {!$File.Id}
   11. Click on Add Row
   12. Row 4:
       1. Discipline: RelatedRecordId
       2. Worth: {!Create_WorkThanks_Record}
   13. Click on Add Row
   14. Row 5:
       1. Discipline: Sort
       2. Worth: RypplePost
4. Click on Finished.

Ultimately, Martin’s Circulate will appear like the next screenshot:

As soon as every part appears to be like good, carry out the steps under: 

1. Click on Save.
2. Enter the Circulate Label the API Identify will auto-populate.
3. Click on Present Superior.
4. API Model for Working the Circulate: 56
5. Interview Label: Implement Gamification to Your Salesforce – Circulate {!$Circulate.CurrentDateTime}
6. Click on Save. 

Nearly there! As soon as every part appears to be like good, click on the Activate button.  

Proof of Idea

Suppose a enterprise person updates the Alternative Stage to Closed Gained. In that case, the record-trigger movement will routinely hearth and provides a badge to the chance proprietor if he closes the chance in lower than or equal to 7 days. 

1. Alternative Burlington Textiles Weaving Plant Generator  Third Section is in Stage Qualification and created on 3/17/2015, 12:54 am, as proven within the following screenshot:
2. Now replace the Alternative standing to Closed-Gained and test your Chatter profile ( At the moment, I’m logged In as Brandon Schaefer).

Unbiased Follow (You-do):

Create an automation that posts the Key Win badge to a person’s Feed when she closes a chance over $25,000.  The badge ought to come from a Gross sales Govt.

Formative Evaluation:

I wish to hear from you!

What’s one factor you realized from this submit? How do you envision making use of this new data in the true world? Be at liberty to share within the feedback under.