Summary
Include LearnUpon in a Salesforce Community to share training with your contacts in Salesforce.
For example, if you sell a product then you can set up a Community for people who have purchased your product, and provide training courses for them to learn how to use your product.
If you have not yet set up a Salesforce Community, see the instructions from Salesforce.
Prerequisites
Ensure that the LearnUpon Connected App has access set to Admin approved users are pre-authorized and the Community profile(s) added.
Navigate to the LearnUpon Connected App and update the OAuth Policies
- In Salesforce navigate to Setup > Manage Apps > Connected Apps.
- Select LearnUpon to open the Connected App page.
- In Connected App page, select Edit Policies.
- In OAuth Policies section, change Permitted Users selection to Admin approved users are pre-authorized. An alert appears: select OK to confirm.
- Save to finish.
Provide access via profiles
After you lock the access to the Connected App through OAuth policies, two additional sections appear in the Connected App page: Profiles and Permission Sets.
- Within Profiles, select Manage Profiles.
- Select the appropriate profiles to provide access to LearnUpon.
- Save to finish.
Add LearnUpon to a Salesforce Tabs + Visualforce Community
Salesforce Classic: Navigate to Setup > Customize > Communities > All Communities
Salesforce Lightning: Navigate to Setup > Feature Settings > Communities > All Communities
- Select your Community's Workspaces
- Select Administration > Tabs
- From Available Tabs, choose LearnUpon, and select Add to move it to Selected Tabs. Add any more tabs you want your users to access.
- Save to finish.
The LearnUpon tab now appears in your Salesforce Community.
Missing tabs: edit settings to display tabs
By default, Salesforce hides Tabs in the navigation for preconfigured templates.
If you can't find Tabs:
- Go to Administration | Preferences.
- Select Show all settings in Site Management or Show all settings in Experience Workspaces.
See Salesforce article Add Tabs to Your Salesforce Tabs + Visualforce Site.
Add LearnUpon to a Lightning Community
Salesforce Classic: Navigate to Setup > Customize > Communities > All Communities
Salesforce Lightning: Navigate to Setup > Feature Settings > Communities > All Communities
- Select your Community's Workspaces.
- Select the Builder.
- Within the Builder, select Home > New Page .
- Select Standard Page, pick the 1 full-width column layout, and select Next.
- The tab's default title is based on the URL: enter a name for the tab, such as LearnUpon, and select Create.
- In your newpage, from the Components menu, select Visualforce Page.
- Select and hold Visualforce Page and drag and drop it into the Content section.
- Within the Visualforce Page settings, select the Visualforce Page Name LearnUpon and set a height of 900.
Add the LearnUpon page to the Community Navigation menu
This step ensures that your users can access LearnUpon, in Salesforce.
- Select the Navigation Menu section.
- In the Navigation Menu modal, select Navigation Menu.
- Select + Add Menu Item.
- Set the name, choose the LearnUpon page.
- Save to finish.
You can now access LearnUpon within your Salesforce Community.