Salesforce: Install the Salesforce Integration App with Skilljar

  • Updated

This article includes the steps for how to install the Salesforce integration with your Skilljar training site. To learn more about Salesforce and Skilljar, see Salesforce & Skilljar 101.

To see which version of Salesforce you have installed, as well as other information regarding your package, please visit the Salesforce help center. All Salesforce steps and information are up to date at the time of writing. 

Check out the QuickTip on Skilljar Academy for a quick video of the installation of the Salesforce App from the app exchange.

Installing Salesforce With Your Skilljar Training Site

You can expect your Salesforce admin to spend 10-20 minutes on the initial installation

Before starting, contact your Implementation Manager or support@skilljar.com to ensure your organization is configured for Salesforce App integration.

  1. Download the App through the Salesforce app exchange
    • Go here to download the appropriate managed package into your Salesforce instance; make sure to select 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.

  2. After installing the package, visit dashboard.skilljar.com/salesforce
    • Note: Your Skilljar account must be configured in order to complete the authentication.
  3. Select and expand Domain and Authentication Settings.
    image (12).png
  4. Select which domains you want to use to pass training data to Salesforce, or leave blank to use all domains. 
    • Note: Students will only be created in Salesforce if they have a domain membership to one of the domains that are selected in this config.
    • Domain-level filtering happens live, if a domain is enabled on this config, data will start flowing once the Salesforce integration is re-authenticated.
    • Any historic data from this domain should be updated in Salesforce using the historic backfill process.
  5. If you’re connecting to a Salesforce sandbox, select Sandbox.
  6. If you’d like Skilljar to automatically update or add Salesforce contact records, select Link Contacts

    • If this option is checked, we will automatically insert training data into contact records.
      • If Link Contacts is checked - Students will be linked to contacts based on email. If no email is found, a new contact will be created.
        • If the above setting is selected and no matching contact is found when looking up the student’s email, selecting Create New Contacts in SFDC will create a new one. The contact will be linked to the student’s record but not associated with an account. 
      • If Link Contacts is not checked - no contacts will be linked or created in Salesforce.
  7. Select Include High Volume Custom Objects if you’d like to pass high volume API custom objects from Skilljar to your Salesforce app. Because of the high volume, we only recommend selecting this if you require live progress data in your Salesforce instance.  
    Screenshot 2024-04-12 at 3.45.08 PM.png
  8. Select Save and Authenticate with Salesforce to authorize the connection.
    • Note: Our recommended Best Practice is to create a "Skilljar Integration Admin" to use to authenticate the Salesforce Integration - this will ensure there are no interruptions in data being passed to Salesforce if your Skilljar Admin leaves your company.



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

image (12).png

Re-authenticating

You can re-authenticate with the latest version of the Salesforce managed package by following the steps below.

Note: Re-authenticating will not disrupt any current Salesforce workflows.

  1. Download the App through the Salesforce app exchange.

    • Go here to download the appropriate managed package into your Salesforce instance; make sure to select Get it now and log in to your Salesforce account.

  2. After installing the package, visit dashboard.skilljar.com/salesforce.

  3. Select Save and Authenticate with Salesforce to authorize the connection. Please make sure you have the appropriate permissions to re-authenticate with Salesforce. This should be completed by your Salesforce Admin or the person with access to the Salesforce account that is currently authenticated within the dashboard. This will ensure a seamless re-authentication process.

    image.png

Important things to note

  • Skilljar is currently using V.46 of the Salesforce API. 
  • If you would like to do a historical backfill for new objects that have been released, see this Importing Historical Skilljar Data into Salesforce
  • If you later decide you would like to "Link to Contacts," you will have to adjust the Authentication Settings, by selecting "Link Contacts" and then Save and Re-authenticate. 
    • Please ensure you have the appropriate permissions to re-authenticate with Salesforce. 
    • Please note that historical student records will not be automatically linked to contacts. Moving forward, as students take action on the training domain, they will be linked to the appropriate contact.
    • Screen_Shot_2021-06-16_at_10.20.31_AM.png

Was this article helpful?

0 out of 0 found this helpful