Glossary

Key terms used throughout the Novigem documentation.

Actor Mode

The setting on a rule that determines which user receives points when the rule fires. Options: Record Owner, Last Modified By, or Created By. See Actor Modes.

Badge

A visual reward that recognizes a significant achievement. Badges are permanent and appear on user profiles. See Badges.

Badge Award

A record linking a badge to a specific user, created when a user earns a badge through challenge completion.

Behaviour Change

The shift in how a team works day to day, such as logging activities, updating next steps, and keeping records current. Novigem drives behaviour change by rewarding the actions that lead to better data and pipeline quality. See Core Concepts.

Challenge

A structured program that motivates teams by rewarding specific behaviors over a defined period. Challenges contain rules and define goals. See Challenges.

Challenge Impact

An admin screen that compares participants’ tracked activity before, during, and after a challenge. It reports Activity Lift and Retention, so you can see whether the challenge changed behaviour and whether the change held.

Challenge Progress

A record tracking how far a user has advanced toward completing a challenge. Updated each time a linked rule fires.

Coaching Signal

A rule-based observation about one rep, produced by comparing their recent activity with their own history. Six types exist: momentum drop, momentum rise, inactive, rule gap, goal at risk, and streak break. Signals come from the nightly job and appear to the rep as a “Your next best action” card and to managers in Team Pulse. There is no model and no prediction. See Coaching messages.

Completion Badge

A badge awarded automatically when a participant completes a challenge goal.

Completion Bonus

Bonus points awarded once when a participant reaches a challenge’s target. Configured on the challenge record.

Condition

A filter criterion on a rule that determines which records qualify for points. Conditions specify a field, an operator, and a value. See Conditions.

Condition Group

A set of conditions combined with OR logic. Within each group, conditions use AND logic. Groups allow complex matching criteria. See Condition Groups.

CRM Adoption

How consistently a team uses the CRM the way it was designed: logging work, updating fields, and following the sales process. Low adoption leaves gaps in the data managers rely on, so Novigem rewards the day-to-day actions that raise it. See Better Hygiene.

Dedupe Key

A unique composite key on each ledger entry that prevents duplicate point awards for the same user-rule-record combination. See Deduplication.

Gamification

The use of game mechanics such as points, badges, and leaderboards in non-game settings to motivate specific actions. In Novigem, gamification runs on real Salesforce activity, so the rewards track the work that matters. See Core Concepts.

Goal Pace

The pace status shown on a time-boxed challenge: Ahead of pace, On track, or Behind pace. Behind pace also shows the daily rate still needed to finish, for example “Need 4/day to finish”. See My Challenges.

Leaderboard

A ranked view of users or teams by points earned over a given period. Leaderboards make progress visible and create friendly competition, and they update as the ledger records new point awards. See Progress Tracking.

Ledger

The immutable record of all point awards in Novigem. Each entry links a user, rule, challenge, and triggering record. See Ledger.

Ledger Entry

A single record in the ledger representing one point award event. Stored as Ledger_Entry__c in Salesforce. See Ledger Field Reference.

Nightly Maintenance

The scheduled job that generates coaching signals, awards streak milestone points, and resets recurring challenges. Until it is scheduled, no coaching signals exist. Its Run Now button only resets recurring challenges. See Scheduled Jobs.

Novigem Manager

The permission set that gives team leads access to Team Pulse. Assign it in addition to Novigem User, not instead of it. Novigem ships three permission sets: Novigem User, Novigem Manager, and Novigem Admin. See Permission Sets.

Operator

The comparison logic used in a condition (e.g., equals, isChanged, greaterThan). Novigem supports 12 operators. See Operators Reference.

Personal Best

A rep’s best single day and best week by points earned, shown next to their current daily and weekly streaks. See Quick Stats.

Points

The numeric value awarded when a rule matches. Points contribute to challenge progress and leaderboard rankings. See Rules.

Record Owner

The Salesforce user in the OwnerId field of a record. The default actor mode for most rules.

Recurring Challenge

A challenge type that resets progress on a cadence (weekly, monthly, or quarterly). Useful for sustaining habits over time. See Challenge Types.

Rule

The logic that evaluates Salesforce record events against conditions and awards points when criteria are met. See Rules.

Sales Contest

A time-limited competition that rewards reps for hitting a defined target, such as the most qualified meetings booked in a month. In Novigem you run a contest as a timebound challenge with clear rules and a prize. See Designing Challenges.

Sales Gamification

Applying game mechanics to sales activities like prospecting, meetings, and pipeline hygiene to reinforce the behaviours that drive revenue. Novigem ties the points and rewards to actions reps already take in Salesforce. See Sales Playbook.

SPIFF

A short-term sales incentive that pays out for a specific result, often a spot bonus on a product or deal type. The term stands for Sales Performance Incentive Fund. In Novigem you can model a SPIFF as a timebound challenge with a completion bonus. See Challenges.

Streak

The number of consecutive days or weeks a rep earned points. Novigem tracks a daily and a weekly streak, plus the best day and best week. Optional milestone bonus points are paid at 3, 7, 14, 30, 60, and 100 consecutive active days, controlled by streakMilestonePoints (default 25, set to 0 to disable). Streaks award points, not badges. See General Settings.

Suggested Challenge

A challenge Novigem proposes when peers earn points from a rule that some reps never trigger. The suggestion is a 14-day Timebound challenge called “Close the gap” plus the rule name, using the Count metric with a target of 3 and a 25-point completion bonus. Creating it needs the Novigem Admin permission set. See Team Pulse.

Team Pulse

The manager tab showing each direct report’s engagement status, goal pace, last activity, points, badges, completions, and open coaching signals, with at-risk reps sorted first. The team list comes from the standard Manager field on the User record, so a blank Manager field means an empty screen. Needs the Novigem Manager permission set. See Team Pulse.

Timebound Challenge

A challenge type with a fixed start and end date. Creates urgency by limiting the time to earn points. Timebound challenges also show goal pace, so a rep sees whether they are ahead, on track, or behind. See Challenge Types.

Tracked Object

A Salesforce object the Novigem engine evaluates. Opportunity, Lead, Task, and Event work out of the box. Any other object can be registered under Settings, General, Tracked Objects, then connected with a record-triggered Flow that calls the Evaluate Record with Novigem action. See Gamify a New Object.

Trigger Type

Determines when a rule evaluates: Create (new records) or Update (modified records). Change detection operators only work with Update triggers. On a registered object driven by a Flow, Novigem derives create versus update from whether the Flow passes Prior Record.