In This Article
Before You Begin
We recommend that you first install Salesforce in a sandbox account to test its components without inadvertently damaging the integrity of your records. After you're comfortable with the integration, proceed to install it in your production environment.
Also, bookmark this installation documentation. It provides step-by-step instructions on installing the Lessonly app in Salesforce, and provides more detail on the integration's capabilities.
Permissions
After Lessonly and Salesforce have been connected, one of three roles can be assigned to Salesforce users. Each role includes a set of permissions that determines what tools and functions the use can access. Permissions are pre-defined and cannot be edited.
The following roles can be assigned:
Lessonly administrators have access to everything in the package: the Lessonly app, all tabs within the Lessonly package, all reports in the package, all data associated with the package. This permission set is intended for the few individuals who administrate the integration (i.e., your Salesforce administrator).
📝 Note: Only admins can view and edit settings.
Lessonly standard users have access to the Lessonly app and the Lessonly tab, which embeds Lessonly within Salesforce as an iframe. This role is intended for Salesforce users who need to access Lessonly inside Salesforce.
Lessonly reporting users have access to Lessonly reports and all of their underlying data. This role is intended for users who need to report Lessonly data.
Users without permissions will not see the Lessonly Package or know it exists.
Lessonly in Salesforce
Depending on the permission set assigned, specific users have access to the Lessonly app and the Lessonly tab within the app. This tab provides users access to Lessonly inside of Salesforce through an iframed experience.
Before users can see Lessonly inside of the tab, access to the connected app must be finalized. This is done by setting up permitted users and assigning profiles. Only the profiles selected can view Lessonly inside of their account.
Once permission sets have been assigned and users have been given access to the connected app, users can access the Lessonly tab within Salesforce.
For existing users in the Lessonly Account, the email address is matched and authenticated. If someone is not a user in the Lessonly account and they navigate to the Lessonly tab in Salesforce, a new learner account is created at that time.
Information Passed to Lessonly
As a part of the user management sync, Lessonly pulls over several pieces of data for a given user and updates the Lessonly user with their data if it exists. If a value exists on the Salesforce user record for any of the fields below, that value will be applied to the Lessonly user.
💡 Note: Existing values on a Lessonly user are overridden when a sync is run for designated users. This could impact Smart Group setups if they are connected, so this should be reviewed prior to user management set-up.
Reporting Overview
Companies have the ability to report on their Lessonly account within Salesforce by passing Lessonly data into Salesforce.
Data automatically refreshes on a daily basis for the account based on the time they selected during set-up. Users with the right permission set have the option to manually refresh the data at any point in time.
With the Lessonly Integration, several reports are included. All reports are located in a new folder titled "Lessonly."
The following reports are included:
Assignments Report: provides a list of all of the assignments created for all time.
Top Assigned Content Report: provides a list of the top assigned lessons or paths based off how many users have been assigned.
Assignment Completion by Content Report: provides a list of all assignments and shows stats such as: number of times assigned, completion percentage, incomplete percentage, and overdue percentage.
Assignment Completion by Group: provides a list of all groups and completed assignment data.
Learn Report: provides a list of all the optional learning content being viewed.
Learn Top Groups Report: provides a list of groups and data around top viewed optional learning content.
Top Attempted Content Report: provides a list of the most viewed content.
Frequently Asked Questions
Q. If a user is logged into Salesforce are they automatically logged into Lessonly?
A. This depends on the permissions of the user. If the appropriate permission set has been assigned and the user has been given access to the connected app, existing Lessonly users are automatically authenticated by their email address when they access the Lessonly tab. If a user in Lessonly does not yet exist, a new learner account is created upon accessing the Lessonly tab.
Q. Is a Salesforce user updated when a user is changed or updated in Lessonly?
A. No, the integration does not push updates to a Salesforce user if changes or updates are made in Lessonly.
Q. Are there any notifications that occur between Lessonly and Salesforce?
A. Not at this time.
Q. Where can I find instructions for installing into a sandbox or production account, assigning permission sets, setting up permitted users for the Lessonly tab, and loading/automating reporting data?
A. For help with these items, please contact your Account Manager.
Q. Are event and practice data brought over in the SFDC integration?
A. No.
Questions? Contact the Support team at support@lessonly.com