Badges are a useful feature to encourage and track member engagement, assign Access Permissions, and/or provide special pricing to items in the system.  Badges are made up of three things:

  • Badge Type: Identifies the various badges available in the user's org

  • Badge Workflow: Defines when a badge will be assigned and to whom

  • Badges: Actual record that gets created when a Badge Type is assigned to an Account or Contact. 

A Schedule Job (BadgeBatchableScheduler) will need to be scheduled to activate and deactivate Badges based on Awarded Date and Expired Date, respectively. Once the End Date of the Schedule Item has past, then a new Schedule Job will need to be created. See our Scheduled Jobs page for more information.

The following pages will help you learn how to create Badges and Badge Workflows: