The term Gamification describes the use of game mechanics, such as challenges, achievements, and rewards, to motivate your sales team. Gamification is a way to harness the competitive spirit of sales reps, the creative drive of marketers, and the desire for recognition and reward of everyone in between. It helps your organization to boost the adoption of Salesforce by applying proven game mechanics to reward valuable Sales Representative to drive real business results. There are three major pillars of gamification is Challenge, Competition, and Recognition. The next question is how we can implement Gamification in Salesforce using click not code. Let’s start with a business use case
Business Use case
Martin Jones is working as System administrator at Universal Containers (UC). His organization wants to implement gamification so that it will boost Sales Pipeline. He received a requirement from his manager, whenever an Opportunity is closed within 7days of its creation do the following
- Give a Deal Maker badge to the Opportunity Owner from VP of Sales (i.e. Tushar Gupta)
- Post this info into Opportunity owner’s Chatter profile, Similar to the following screenshot
Solution for the above business requirement
There are multiple solutions possible for the above business scenario. We will use Flow and Process Builder to solve the above business requirement. Before proceeding you have to understand below-mentioned objects in Salesforce
A) WorkBadge: – This object contains information about who the badge was given to and which badge was given.
B) WorkThanks: – This object represents the source and message of a thanks post.
First of all, we will use Flow to create WorkThanks, WorkBadge and Chatter Post records. To launch the Flow whenever Opportunity gets Closed Won, we will use Process Builder. This article will help you to understand how to Implement gamification in Salesforce by using Work.com. Follow the below instructions to create a Flow for the above business requirement
1. Click on Setup | Build | create | Workflows & Approvals | Flows
2. Click on New Flow, it will open the Flow Canvas for you. Create Few Variables as Shown in the following table
| Name | Data Type | Input/Output Type |
Description |
| VarDT_CreatedDate | DateTime | Input and Output | To store Opportunity Created Date |
| DateTime | Input and Output | To store Opportunity Last Modified Date | |
| VarT_OpportunityId | Text | Input and Output | To store Opportunity ID |
| VarT_OpportunityName | Text | Input and Output | To store Opportunity Name |
| VarT_OpportunityOwnerId | Text | Input and Output | To store Opportunity Owner’s ID |
| VarT_WorkBadgeId | Text | Input and Output | To store WorkBadge ID |
| VarT_WorkThanksId | Text | Input and Output | To store WorkThank ID |
3. We have to create a few more variables. First, create a Text variable VP_SalesVP_UserId to store the User ID of VP Sales, in this case, User Id of Tushar Gupta, as shown in the following screenshot
User ID of VP Sales
Second Variable is to store BadgeId. In this case Badge Deal Maker, as shown in the following screenshot
Variable to store Badge ID
And third variable VarT_Message to store the message that you want to use in Chatter Post, as shown in the following screenshot
Variable to store Message
4. Next task is to calculate the day’s difference between CraetedDate and LastModifiedDate. We will pass the value to these variables from the Process Builder. For this, we will use Formula as shown in the following screenshot for more details
Formula – Day elapsed
5. Now drag-and-drop Decision Element (Give the name Number of Days Taken) to the time taken to successfully close a deal. Please refer to the following screenshot for more details
Decision – To calculate day elapsed
6. If the time taken to successfully close a deal is less than 7, then the next step is to create a WorkThanks record. Drag-and-drop Record Create element (Enter the name Create Work Thanks Record) on the Flow Canvas and fill the details as shown in the following screenshot
Record Create – Crete a WorkThanks record
Save the WorkThanks RecordId into a variable {!VarT_WorkThanksId}, as shown in the preceding screenshot.
7. The next step is to create WorkBadge record. For this drag-and-drop Record Create element (Enter the name Create Work Badge record) on the Flow Canvas and fill the details as shown in the following screenshot
Record Create – Create WorkBadge record
Save the WorkBadge RecordId into a variable {!VarT_WorkBadgeId}, as shown in the preceding screenshot.
8. The final step is to post Thank badge information to Chatter. For this For this drag-and-drop Record Create element (Enter the name Post notification to Chatter) on the Flow Canvas and fill the details as shown in the following screenshot
Record Create – Post notification to Chatter
Please make sure that you have selected Type = RypplePost, a shown in the following screenshot
10. Finally, your Flow will look like the following screenshot
11. Save your flow with name Implement Gamification to Your Salesforce and close the canvas. Don’t forget to Activate the Flow.
Launch a Flow from Process Builder
Our next task is to create a Process on Opportunity object to launch a Flow. To create a Process on the Opportunity object follow the below instructions
1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder and click on the New button, Enter Name, API Name and click on the Save button
2. Click on Add Object, select Opportunity object and for the entry criteria, Select when a record is created or edited, as shown in the below screenshot and also click on the Save button
Evaluation Criteria
3. The next task is to add Process Criteria, To do this click on Add Criteria, enter Name, Type of action and set filter conditions (In this case set [Opportunity].StageName Equals Closed Won and click on the Save button, as shown in the following screenshot
Process Criteria
4. Our final task is to add Immediate action to Process. Click on Add Action (Under Immediate actions), Select the type of action to create (In our case Flows), and then fill out the fields to define the action, as shown in the following screenshot
Add action – Flows
5. Once you are done, click on the Save button, it will redirect you to Process canvas. Finally, the Process will look like the following screenshot
Don’t forget to active the Process by clicking on the Activate button
It’s time to test this App
Now onwards if a business user updates the Opportunity Stage Closed Won, then Process Builder will automatically trigger and Launch the Flow
1. Currently Opportunity “Burlington Textiles Weaving Plant Generator – Third Phase” is in Stage Qualification and created on 3/17/2015 12:54 PM, as shown in the following screenshot
Opportunity information before update
2. Now update the Opportunity status to Closed-Won and check your Chatter profile ( Currently I am logged In through as Brandon Schaefer)
Note: – I will suggest you to implement this first on your developer org test it and then move it to Production.
