Installing the Salesforce Integration (SFDC App)

Follow

Skilljar offers a Salesforce integration as an add-on feature. Common Salesforce use cases include:

  • Viewing training registration and completion data with other SFDC data
  • Building consolidated SFDC dashboards with training and certification data
  • Adding training data to customer success software like Gainsight
  • Automatically adding training data to SFDC contact records
  • Sending signup fields (e.g. job title, company name) into SFDC

Please note our SFDC App is different from 2 other supported features:

As part of your onboarding process, your implementation manager will activate the add-on for your Organization.

Data Fields

Skilljar creates a number of custom objects and tabs within Salesforce that are updated in real-time. These include:

  • Skilljar Student (with a Skilljar ID and email address)
  • Published Courses (with URL, domain, and title)
  • Purchase information (Price, Currency, Promo Code)
  • Enrolled At timestamp
  • Latest Activity timestamp
  • Number of completed lessons
  • Number of total lessons in the course
  • Completed At timestamp
  • Success Status (Passed or Failed)
  • Course Score
  • Maximum Course Score
  • Credits Earned
  • Credit Units (e.g. Points, Hours)
  • Certificate URL
  • Certificate Code

See a full list of SFDC objects available with the SFDC App.

Installation

Step 1. Download the App

Go here to download the appropriate managed package into your Salesforce instance; make sure to click "Get it now" and log in to your SalesForce account. Within the workflow, you can select whether you want to install the Sandbox or Production version; we recommend installing the Skilljar App into your Salesforce sandbox prior to the production version.

Step 2. Select Skilljar Connection Options

After installing the package, go to dashboard.skilljar.com/salesforce (your account must be configured properly for this link to activate).

Select the two options:

  • Whether you are connecting to a SFDC sandbox
  • Whether you would like Skilljar to automatically update or add SFDC contact records. If this option is checked, we will automatically insert training data into contact records.

Screen_Shot_2018-11-16_at_3.53.30_PM.png

Step 3. Authenticate with Salesforce

Click "Save and Authenticate with Salesforce" to authorize the connection.

Step 4. Success!

You'll see a confirmation dialog if the authorization is successful. Now start sending data into Salesforce!

Screen_Shot_2018-11-16_at_3.32.54_PM.png

Have more questions? Submit a request

Comments

Powered by Zendesk