Collection: Salesforce Flow – Knowledge Base

Create automated processes for managing contacts and users

Availability of LearnUpon API and Salesforce integration: depends on your LearnUpon plan

Contact your Customer Success Manager to discuss your plan.

Salesforce Flow automates the work of creating users' accounts and details, creating groups, and creating enrollments in LearnUpon, based on Salesforce data. A Flow can streamline managing large numbers of accounts efficiently. It saves admins having to repeat routine processes in 2 different systems.

Flows work by using data from Salesforce to trigger an action that happens in LearnUpon. They don’t synchronize LearnUpon data to Salesforce.

Note: Salesforce Flow replaces a previous feature called Salesforce Process Builder. See Salesforce's guidance about migrating to Flow.

Access permissions

All these tasks require:

a Salesforce admin account
a LearnUpon admin account with full portal permissions

Prequisites

Before you create any flows in Salesforce:

set up the LearnUpon integration in Salesforce. See: Salesforce: set up LearnUpon and add a tab for all users
connect the LearnUpon API to Salesforce. See: Salesforce: connect to the LearnUpon API

Salesforce Flows: overview

Salesforce Flow is a powerful tool to automate business processes through a drag-and-drop interface, without requiring coding skills. A Flow uses Salesforce data to create users, groups, and enrollments in LearnUpon automatically.

Flows are highly customizable and can fit a wide range of process needs.

These example Salesforce Flows all follow a similar sequence:

start a new record-triggered Flow
select a trigger based on Salesforce objects and criteria
create an action that happens when the objects meet the conditions
test the flow with a sample entry in Salesforce
check the results in LearnUpon

Example Salesforce Flows

The following examples demonstrate typical Salesforce and LearnUpon processes you can automate with Flow. Use these examples to create Flows for Salesforce Contacts, Users and Groups in your LearnUpon portal.

Note: These examples are for reference purposes. Create Flows using criteria that work best for your organization.

Salesforce Flow: create a user in LearnUpon

Automatically create a Salesforce user in a LearnUpon portal when a specific option appears on the Salesforce Users page.

Salesforce Flow: create a user from a Salesforce Contact

Automatically create a Salesforce Contact in a LearnUpon portal when a specific option appears on the Salesforce Contact page.

Salesforce Flow: create a portal invite to LearnUpon

Automatically invite a Salesforce Contact to join a LearnUpon portal when a new Contact record is created in Salesforce.

Salesforce Flow: create a group in LearnUpon

Automatically create a Group in a LearnUpon portal whenever you create or edit a Group record in Salesforce.

Salesforce Flow: create a group membership in LearnUpon

Automatically add a Salesforce Contact to a LearnUpon group in a LearnUpon portal when a Salesforce text field contains a specific value.

Salesforce Flow: create an enrollment from a Salesforce Contact

Automatically create a Salesforce Contact course enrollment in LearnUpon, whenever you create or edit a Contact record in Salesforce.

Salesforce Flows: add a learner to a learning path

Automatically assign new or changed Salesforce users to a learning path, whenever you create or edit a Salesforce user record and a text field equals a specific value.

Salesforce documentation for reference

The Salesforce help files explain Salesforce Flows in detail. LearnUpon is not responsible for content off this website.

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