Salesforce App

Overview


Salesforce is a cloud-based CRM system allowing businesses to manage business relationships along with the data and information associated with them.

Since many customers manage their Contacts, Accounts, and User Group memberships from their own Salesforce CRM, our Learndot Package allows this data not only to flow from Learndot to Salesforce but also from Salesforce to Learndot. Choose a synchronization type that is preferred for your Organizational activities. Thereafter, data will be synchronized respectively. 

Salesforce App Training: please click here to take our Salesforce training course.

However, note that, when data is synchronized from Salesforce to Learndot, there are two main criteria:

  • Data is synchronized depending on last modified time (based on the date of sync), and
  • NOT last modified by Salesforce integration account.

Additional cost are associated with this App, please contact us using our success portal for details or reach out to us at support@learndot.com

Key Resources

Quick links to additional resources for Salesforce App:

App Aim 

It is important first to understand the goal of the integration and what problem it will solve. The purpose of this connector is to:

  • Allow Training Managers to see all the training purchases, customers and accounts in one system (Salesforce)

  • Avoid manually copying data from Learndot to Salesforce - for either data accuracy or invoicing purposes
  • Allow Training Managers to use their existing Salesforce reports and easily share this information with other areas of the business
  • Allow Training Managers to use their existing business workflow, they don't need to change the way they work to use Learndot, it can easily slot into the existing systems

The purpose of this App is not limited to the above context and can be utilized for other goals as well.

Configuring the App

The Learndot Package for Salesforce offers TWO types of data Synchronization: 

  1. Learndot to Salesforce Synchronization: 
    • Objects (including Account, Contact, Enrollment and others) are synchronized from Learndot to Salesforce at a scheduled interval (by default Learndot syncs to Salesforce every 1 hour). 

  2. Salesforce to Learndot Synchronization: 
    • Objects (including Native Salesforce Account(s) and Contact(s) ONLY) are synchronized from Salesforce to Learndot at a scheduled interval (by default Salesforce syncs to Learndot every 30 minutes).

Salesforce to Learndot Use-caseLearndot to Salesforce Use-case
Best used when the objective is to perform User ManagementBest used when the objective is to perform Reporting

App Requirements - Salesforce Access

Required for Production instance:

DetailsNotes
Salesforce Production Username and Password
  • Read and Write access to all objects that need syncing
  • Password should not expire
Salesforce Production API Token for the account

Required for Sandbox instance:

DetailsNotes
Salesforce Sandbox Username and Password
  • Read and Write access to all objects that need syncing
  • Password should not expire
Salesforce Sandbox API Token for the account

To set up a Salesforce Sandbox environment, please see: https://help.salesforce.com/HTViewHelpDoc?id=data_sandbox_create.htm&language=en_US

Data Mapping

See here to check how the data is mapped between Learndot and Salesforce.

Audit Logs is a component created to record logs each time synchronization is executed. Also, Audit Logs display when the last update was recorded on the App.

How the App Works

This section describes how the app works when data is synchronized from Learndot to Salesforce:

  • When an action is performed (e.g., creating, purchase, updating an Object, etc.); Objects (including Account, Contact, Enrollment and others) are synchronized from Learndot to Salesforce at the scheduled interval. 
  • When a data object is deleted in Learndot, it does not automatically delete in Salesforce. Instead, navigate to the data object in Salesforce and delete it from within Salesforce. 


This section describes how the app works when data is synchronized from Salesforce to Learndot:

  • When an action is performed (eg., creating or updating an Object); Objects (including Account, and Contact) are synchronized from Salesforce to Learndot at the scheduled interval. 
  • When a data object is deleted in Salesforce, it does not automatically delete in Learndot. Instead, navigate to the data object in Learndot and delete or set it as inactive.