Summary
Send LearnUpon portal invites automatically, whenever you create or edit a Contact record in Salesforce.
The Salesforce integration is available depending on your LearnUpon plan.
The Salesforce Process Builder allows you to create an automated process with Salesforce records, without writing any code.
In this worked example, the only required criteria is the email address on the Contact record in Salesforce. You can set up additional criteria to make your Process Builder calls more detailed.
This procedure is grouped into sections to make it easier to follow: the steps follow each other directly after each Save.
When the process is complete, select Activate to apply it to your Salesforce data.
Prerequisites
To use Salesforce's Process Builder:
- install the LearnUpon app in your Salesforce organization - see Salesforce: set up LearnUpon and add a tab for all users
- add the LearnUpon API connection to Salesforce - see Salesforce Process Builder: Making automated calls to LearnUpon
For each Salesforce Contact, create an invite to the LearnUpon portal
When active, users receive an invitation to the LearnUpon portal, as soon as their Contact record exists in Salesforce.
Create a Process in Process Builder
Create a process, give it a name and API name, and define the process type.
- From Salesforce Home select Setup.
- Use Search to access Process Builder.
The following screenshot shows Setup in Salesforce.
- From the Process Builder, select New, to open a new process.
- Enter a Process Name and Api Name. Optionally, add a description.
- From The process starts when, select one of:
- A record changes (used in this sample process)
- A platform event message is received
- It's invoked by another process
- Save this part of the process.
The following screenshot shows the Process Builder's New Process screen.
Select the Objects and process trigger, and define the criteria
- In the process builder, select Add Object.
- In Object, search for the record to use as source for the invite, one of:
- Contact for the Contact record
- User for the User record
- For Start the process, choose what event makes the process start. Select one of:
- when a record is created
- when a record is created or edited
- Save to finish this section.
The following screenshot shows the Object and Start the Process entries and decision tree.
- In the process builder, select Add Criteria and define the condition which triggers the action, one of:
- Conditions are met, used in this example
- Formula evaluates to true
- No criteria - just execute the actions
- The criteria you choose define any additional conditions you add. In this example of Conditions are met, the criteria in Set Conditions are that [Contact].Email field is present
- Save to finish this section of the process.
The following screenshot shows the Add Criteria entries and decision tree.
Set the process action, aka what happens when data meets all the criteria
- In the process builder, select Add action to define the action that happens when the criteria are met.
- From Action Type, select Apex and enter a name for the action.
- From Apex Class, select an action: in this example, enter create and select Create Portal Invite to LearnUpon.
- After selecting the Apex class, fill in the values for the apex variables. Make sure to add the subdomain of your portal correctly. Salesforce sends these variables to the portal via API, and triggers a portal invite.
- Save to finish the process.
The following screenshot shows the Add Action entries and decision tree.
When the process is complete, select Activate to apply it to your Salesforce data.
To view the process from the start, return to Salesforce Home, and access Process Builder from the beginning.
Confirm the portal invite exists in LearnUpon
To check if the process is creating new user invites:
- From your portal's main navigation, go to Users.
- Search in 1 of 2 areas:
- use Search to find users who have accepted the invite
- from secondary navigation, select Pending Users to view invites where users have not yet responded
See: