Salesforce Integration: Allow Reports

by Jessica Nelson
Please note before taking these steps: On 07/28/21, we upgraded our 
Skilljar SFDC app to have the “Allow Reports” setting checked as a
default on all objects. Upgrade to the new app to save time doing
manual tasks and take advantage of a new range of available objects.
If you have already upgraded to the new app, you do not need to
take the steps below.

Using Skilljar's Salesforce integration, many Skilljar customers leverage the Skilljar data to create custom reports in Salesforce. These Skilljar Objects need to be enabled for use in reports. This article provides an overview of allowing reports for the Skilljar objects. 

Your SFDC admin can also install the Salesforce Example Reports Managed Package which will create some example reports and custom report types to begin interacting with Skilljar data.

Please note: Every implementation of Salesforce varies greatly from company to company. The examples shown in this article reflect Skilljar's own environment for demo purposes and your organization's implementation may differ from what is displayed below. This portion of the set-up might need to be completed by your organization's SFDC Admin. 

Lightning Experience:

  1. Select the Setup Gear (Upper righthand corner)
  2. Navigate to Platform Tools, along the left-hand panel
  3. Expand the Objects and Fields section
  4. Select Object Manager. This should open a list of all SFDC Objects.
  5. From this view, try sorting by API Name (the goal is to group all Skilljar Objects together, by API name skilljar__)
  6. Click directly on the Label link of the Object required for reporting
  7. From this view, select Edit and under the Optional Features section, enable the "Allow Reports" option, and SaveScreen_Shot_2019-05-31_at_10.52.32_AM.png
  8. Repeat Steps 5 and 6 for all custom objects included in reporting

Classic View: 

  1. From Set-up, find the Build section (along the left-hand panel)
  2. Expand the Create menu option and select Objects. This will lead you to the Custom Objects page. All Skilljar custom objects will be included in this list. 
  3. From this view, select Edit for any custom object required for reporting
  4. Under the Optional Features section, enable the "Allow Reports" option, and Save
  5. Repeat Steps 3 and 4 for all custom objects included in reporting
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