Salesforce: Setting up Student Linking Logic

Link your students to Salesforce records via Salesforce’s Student-linking logic within your Skilljar Dashboard. 

Skilljar’s Default Student-linking

To set up the linking logic for Students, you will need to install the Salesforce integration to your Skilljar dashboard. For more information, see Installing the Salesforce Integration Salesforce App. Once you’ve downloaded and installed the Skilljar Salesforce App, you can automatically link your student contacts to your Salesforce records by enabling the Student-linking logic on the Salesforce settings on your Skilljar Dashboard.

1. Open your Skilljar dashboard and access the Salesforce settings page.
2. Expand Authentication Settings.
3. Select the box by Link Contacts.
4. Select Save and Re-authenticate with Salesforce.

Once enabled, we’ll automatically search for a matching contact record when a new student is created on Skilljar by comparing the email addresses between the two. If a matching Contact is found, we’ll link them to the most recently updated contact on Salesforce. If a contact with the same email address can’t be found (known as an orphaned contact), we’ll create a new one on Salesforce and link the student to it. 

Note Regarding Orphaned Contacts

Newly created orphaned contacts may need to be associated with an account, which you must set up manually. You can find more details at Salesforce Integration: Custom Objects and their Fields.

To avoid creating orphaned contacts, you can use the Salesforce automation tools to customize the linking logic and set the appropriate handling of orphaned contacts. For automation, we recommend using Salesforce Flow Builder for the most common use cases, and APEX triggers for more complex scenarios. You can read more about linking with Salesforce Flow Builder at Customizing Student Linking Logic in Salesforce Flow Builder.