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Salesforce Flow: create a portal invite to LearnUpon

Elizabeth
  • Updated

Summary

Use a Salesforce Flow to automatically invite a Salesforce Contact to a LearnUpon portal, based on any Salesforce trigger.

In this example, selecting Create in LearnUpon on the Salesforce Contact Layout triggers the invite to LearnUpon.

LearnUpon’s API and the Salesforce integration are available depending on your LearnUpon plan.

See Collection: Salesforce Flow about access permissions and prerequisites for this process.

Step 1. Create the Flow

  1. From the Salesforce home page, select Setup, aka the gear icon gear_icon.png.
  2. Use Quick Find to search for and open Flow.
  3. Select New Flow to open the Flows feature.

Step 2. Choose a trigger

The following screenshot shows New flow, with Record-Triggered Flow selected.

salesforce_new_flow_record_triggered_flow.png

  1. Select a specific trigger > Create to start building the flow.
  2. In Object, select Contact.
  3. In Configure Trigger, choose A record is created.
  4. In Set Entry Conditions, set Condition Requirements to None.
  5. In Optimize the Flow for: choose Actions and Related Records.
  6. Select Done.

Step 3. Create the Action

This action - inviting a Salesforce Contact to a LearnUpon portal - is the response to the trigger in the flow. At a minimum you must provide a learner’s name, email and Salesforce User ID to send the invite.

Tip: When you select the portal where you are creating the user, enter the portal subdomain only. For example, if the portal is myportal.learnupon.com, enter myportal.

You can add more options as required. See Salesforce Contact data you can send through an invite to a LearnUpon portal in this article.

  1. Select the plus symbol plus_symbol_add_element.png in the Flow line.
  2. Select Action.
  3. In Action, search for and select Create Portal Invite to LearnUpon.
  4. In Label enter a name for this action.
  5. In Email, choose $Record > Email or enter {!$Record.Email}.
  6. In LearnUpon portal (subdomain) to create user in, enter the subdomain as required.
  7. In First name choose $Record > FirstName or enter {!$Record.FirstName}.
  8. In Last name choose $Record > LastName or enter {!$Record.LastName}.
  9. In Salesforce Contact ID choose $Record > User ID or enter {!$Record.Id}.
  10. Select Done to save the changes to the action.
  11. Select Save to save the flow.
  12. In Flow Label, enter a name for your flow, and Save to finish.

When you are ready to use the Flow select Activate.

Step 4. Test the Flow - create the portal invite for a Salesforce Contact

Select a test Contact in Salesforce, to send them an invite to a LearnUpon portal.

  1. From the Salesforce home page, select Contacts.
  2. Select New.
  3. In Salutation, choose a Contact salutation.
  4. For the Contact, enter:
    • First Name
    • Last Name
    • Email
    • any other contact details as needed
  5. Save to finish.

Step 5. Confirm the portal invite exists in LearnUpon

To check if the process is creating new invites from Contacts:

  1. Log into your LearnUpon portal.
  2. From your portal's main navigation, go to Users.
  3. Search in 1 of 2 areas to confirm the invite exists, either as an active learner, or as pending:
    • use Search (magnifying glass) to find the user by name in the portal. The Contact appears in Users if they accepted the invite
    • from secondary navigation, select Pending Users to view invites where users have not yet responded

Salesforce Contact data you can send through an invite to a LearnUpon portal

As part of the action, aka inviting a Salesforce Contact to a LearnUpon portal, you can set any of the following fields in LearnUpon, based on Salesforce data:

  • Account expires on yyyy-mm-dd
  • Group ID
  • Salesforce Account ID, for API logging within Salesforce only
  • Salesforce User ID
  • User type: default is Learner
  • Username

Salesforce documentation for reference

Refer to Salesforce’s documentation for full guidance. LearnUpon is not responsible for content off this website.

See:

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