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 Process Builder to automate routine processes
The Process Builder lets Salesforce admins automatically create user accounts, invites, groups and enrollments in Salesforce and LearnUpon at the same time, without writing any code.
The first article is an overview of how the Process Builder works, and demonstrates using the 2 default templates provided.
Salesforce Process Builder: Making automated calls to LearnUpon
These worked examples illustrate typical uses of Process Builder. They start with new or edited Salesforce records as a starting point to send invites, enroll users on courses and learning paths, and create groups.
Salesforce Process Builder: create a portal invite to LearnUpon
Salesforce Process Builder: create a course enrollment in LearnUpon
Salesforce Process Builder: create a group in LearnUpon
Salesforce Process Builder: create a learning path assignment in LearnUpon
This worked example demonstrates using 2 processes together: 1 invoked process that runs whenever you invoke it, and 1 process that does the invoking. You can use an invoked process over and over as a part of extended processes.
Salesforce Process Builder: create a group membership in LearnUpon
Add LearnUpon to Salesforce's mobile app
Salesforce: access LearnUpon on Salesforce mobile
See:
- Use the LearnUpon API about using the LearnUpon API to support Salesforce integration