Salesforce: auto-add users to LearnUpon groups

Summary

When you integrate a LearnUpon portal with Salesforce, you can create up to 30 auto-assign rules specifically for Salesforce users and contacts. These rules let you add your users to LearnUpon groups, based on their Salesforce profiles. 

This feature helps you manage your Salesforce Users and Contacts, and automate enrollments.

To use this feature you need to:

• integrate your portal with Salesforce
• create Groups in LearnUpon for your users

Create a rule for Salesforce users

From the LearnUpon portal:

1. Navigate to Settings > Users > Auto-Assign Rules and select Salesforce Rules.
2. Select New Salesforce Rule to open the rule window.
3. Enter a Rule Name: make it meaningful, related to the users and groups where you apply it.
4. From Salesforce Object, select Salesforce Users.

Note: A rule can only target one object. If you need a rule for both Salesforce Users and Contacts, create a separate rule for each object.

5. From Rule Applies for, select either Standard & Custom Fields (fields on your Salesforce Users profile) or Role Hierarchy (the Users Role in Salesforce).
   You can apply either a Field or a Role to the rule: you cannot use one rule to cover both.

Your choice in Rule Applies for  makes LearnUpon import either Selected Fields or Selected Roles data from Salesforce.

6. Select the fields or roles where you want to apply the rule. 
7. Enter the If Selected Values operation, match or contain, and the Selected Value.
8. Select the Group where the application adds these users. The list of group names comes from your LearnUpon portal.
9. Select Create to finish.

Create a Rule for your Salesforce Contacts

From the LearnUpon portal:

1. Navigate to Settings > Users > Auto-Assign Rules and select Salesforce Rules.
2. Select New Salesforce Rule to open the rule window.
3. Enter a Rule Name: make it meaningful, related to the users and groups where you apply it.
4. From Salesforce Object, select Contacts.
5. From Selected Field, choose a field name. This list of fields comes from your Salesforce environment.
6. Enter the If Selected Values operation: match or contain, and the Selected Value.
7. Select the Group where the application adds these users. The list of group names comes from your LearnUpon portal.
8. Select Create to finish.

A note on Salesforce Community Users

Community Users in Salesforce are Salesforce Contacts that have been converted to Salesforce Users, so they can log in to the Community.

They have a User profile in Salesforce, so they are treated as Salesforce Users for the purpose of auto-assign rules.

To create an auto-assign rule which adds Community Users to a group in LearnUpon, create the rule using the Salesforce Object User.

See:

• Groups: Auto-assign users into groups
• Manage groups