Summary
Integrate Salesforce and LearnUpon, so customers can access all of their training data directly from Salesforce’s platform.
The Salesforce integration is available depending on your LearnUpon plan.
This integration synchronizes learners' data in real time between LearnUpon and Salesforce, including:
- user profiles
- group memberships
- learner progress
- course completion histories
Getting started
The following articles help you set upLearnUpon in the Salesforce environment.
Salesforce: LearnUpon application specifications
Salesforce: quick guide to data sync between Salesforce and LearnUpon
Salesforce: set up LearnUpon and add a tab for all users
Salesforce: restrict access to LearnUpon by Salesforce users
Salesforce: import and sync contacts from Salesforce to LearnUpon
Change the look and feel
Use these options to support your brand in Salesforce.
Salesforce: rename the LearnUpon tab
Salesforce: change colors in Salesforce to match your LearnUpon portal
Extend LearnUpon features
Salesforce: add a training widget to user profiles
Salesforce: add a training widget to the Contacts page layout
Connect your Salesforce environment to multiple LearnUpon portals
Automate and customize LearnUpon in Salesforce
Set up automatic processes once, and let them run.
Salesforce: auto-add users to LearnUpon groups
Salesforce: add LearnUpon to your Salesforce Community
Use Salesforce Flow to automate routine processes
Use Salesforce Flow with LearnUpon to create automated processes for managing contacts and users in LearnUpon.
See Collection: Salesforce Flow for full details and context.
These worked examples illustrate typical uses of Salesforce Flow. They start with new or edited Salesforce records as a starting point to create users, invites, groups and enrollments.
Salesforce Flow: create a user in LearnUpon
Salesforce Flow: create a user from a Salesforce Contact
Salesforce Flow: create a portal invite to LearnUpon
Salesforce Flow: create a group in LearnUpon
Salesforce Flow: create a group membership in LearnUpon
Salesforce Flow: create an enrollment from a Salesforce Contact
Salesforce Flows: add a learner to a learning path
Add LearnUpon to Salesforce's mobile app
Salesforce: access LearnUpon on Salesforce mobile
Optional: use Salesforce as an identity provider (IdP) for your SAML configuration
This option is not required to use the Salesforce integration.
Integrate Salesforce SAML SSO with LearnUpon
See: