Salesforce connector

Salesforce connector connects Learning Manager and Salesforce accounts to automate data synchronization. Salesforce connector capabilities are as follows:

Map attributes

Integration Administrator can choose Salesforce columns and map them to corresponding Learning Manager’s group-able attributes. Once the mapping is completed, the same mapping is used in subsequent user imports. It can be reconfigured if Administrator wants to have a different mapping for importing users.

Automated user import

User import process allows Learning Manager Administrator to fetch employee details from Salesforce and import them into Learning Manager automatically. This automation avoids the manual effort involved in creating CSV and uploading into Learning Manager.

Auto Schedule

Using auto scheduling feature along with automated user import feature can be effective. Learning Manager Administrator can set up schedule according to organization’s needs. Users in the Learning Manager application can be up-to-date according to the schedule. Sync can be performed on daily basis in Learning Manager application.

Filtering users

Learning Manager Administrator can apply filtering on the users before importing them. For example, Learning Manager Administrator can choose to import all users in the hierarchy under one or more specific Managers.

Configure Salesforce connector

To integrate Salesforce with Learning Manager, learn the process

Pre-requisites

Ensure that you have your Salesforce organization URL with you. For example, if your organization name is myorg, the Salesforce URL could be https://myorg.salesforce.com. It is the only input which is required to connect Salesforce account with Learning Manager.

Also make sure that you have the appropriate credentials to log in to the account.

Create a connection

  1. In Learning Manager home page, hover mouse over the Salesforce card/thumbnail. A menu appears. Click Connect item in the menu.

    Connect option

  2. A dialog appears prompting you to enter the org-url. Click Connect after providing the URL.

  3. Upon successful connection, the overview page appears.

Map attributes

Once the connection is successfully established, you can map Salesforce columns to the corresponding attributes of Learning Manager. This step is mandatory.

  1. In the mapping page, on left side you can see Learning Manager’s columns and on right side you can see the Salesforce columns. Select the appropriate column name that maps to the Learning Manager’s column name.


    Map attributes

    NOTE
    Learning Manager’s column data shown on the left side are fetched from the active fields. The manager field must be mapped to a field of type email address. Mapping all the columns is mandatory before the connector can be used.
  2. Click Save after completing the mapping.

  3. The connector is now ready for use. The account that has been configured and appears as a data source within the Administrator app. The administrator can schedule the import or for on-demand sync.

Using Salesforce connector

Salesforce connector connects to Salesforce.com to fetch the users as configured and add them to Learning Manager.

Import users from Salesforce contacts

Learning Manager enhances the Salesforce connector to fetch Contacts as well as Salesforce Users and import them into Learning Manager automatically.

On the Salesforce connector page, enter the Salesforce url and complete the authentication. Once you’ve authenticated, you can then proceed to import users or contacts. If you choose the option Contacts, then specify the subset of contacts to be imported.

Choose the Salesforce columns and map them to corresponding Learning Manager’s group-able attributes. Once the mapping is completed, the same mapping is used in subsequent user imports.

  1. Sign in to Salesforce.

  2. On the connection page, click Import Internal Users.


    Import internal users

  3. On the Import Users page, there is a new option, Contacts. Click the radio button Contacts and you will see the following options.


    Map the contact attributes

  4. If you click Yes, you can perform the following:

    • Choose Contacts column: Select the field that you want to import to Learning Manager.
    • Specify values: Choose the values that represent the field selected.


    Specify the values

    • Map the Salesforce columns with that of Learning Manager.
    • To start importing, click Save.
  5. If you click No. Import all Contacts, you can map the fields directly without filtering the contacts. Here, you’d import all contacts from Salesforce.

  6. To start importing, click Save.