Implement Gamification to Your Salesforce

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 in Universal Container. 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 of 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
VarDT_LastModifiedDate	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

Second Variable VarT_BadgeId is to store BadgeId. In this case Badge Deal Maker, as shown in the following screenshot

And third variable VarT_Message to store the message that you want to use in Chatter Post, as shown in the following screenshot

4. Next task is to calculate the days difference between CraetedDate and LastModifiedDate. We will pass value to these variables form the Process Builder. For this we will use Formula as shown in the following screenshot for more details

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

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

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 nameCreate Work Badge record) on the Flow Canvas and fill the details as shown in the following screenshot

Save the WorkBadge RecordId into a variable {!VarT_WorkBadgeId}, as shown in the preceding screenshot.

8. Final step is to post Thank badge information to Chatter. For this For this drag-and-drop Record Createelement (Enter the name Post notification to Chatter) on the Flow Canvas and fill the details as shown in the following screenshot

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 toActivate 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 Opportunityobject follow the below instructions

1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder and click on the Newbutton, 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

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

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

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