In This Article
About the Integration
SalesScreen is a gamification platform motivating sellers by celebrating their success, encouraging camaraderie, and making recognition fun through gamification.
Learn more about SalesScreen here.
The SalesScreen <> Seismic Learning integration, teams is a read-only integration meaning SalesScreen only reads/receives Seismic Learning data through the Learning REST API and webhooks.
SalesScreen receives notifications of completed lessons in real-time.
Setting Up the Integration
To begin setting up the SalesScreen <> Seismic Learning integration, the user needs to have admin rights in both platforms.
In SalesScreen, navigate to Manage > Settings > Integrations, and then scroll to find Learning in the list of available integrations. Select Integrate.
After selecting integrate, the user is prompted to authorize the integration by entering the Learning subdomain and API key.
📝 Important Note: Your API key and subdomain can be found in Seismic Learning by selecting the gear icon > Settings > API & Webhook.
SalesScreen then validates the API Key and configures the integration. A default workflow receiving completed lessons is added automatically.
Integration Video Tutorial
These instructions are also available as a video walkthrough (~11 minutes).
Importing Seismic Learning Users (Optional)
Once the authorization has been completed, the user is presented with a list of their current Seismic Learning users. They can then choose to import those users to SalesScreen or map existing SalesScreen users to their Seismic Learning account.
When you import users, SalesScreen creates an account for them, and they are mapped to their corresponding Seismic Learning account. Check user(s) in the list and select Add Users.
To skip this step select Continue to workflows.
Mapping existing users allows teams to connect a Seismic Learning user to an existing SalesScreen user with their email or name.
Select Map Existing.
Then select Confirm to link the users' accounts.
Important Note: Customers can manage Seismic Learning user imports at any time by following these steps: select Manage > Settings > Integrations > Manage Seismic Learning > Settings > Import Users
After either successfully importing users or skipping the import process, the user is then navigated to the workflows dashboard.
The workflow dashboard presents an overview of a team's currently active and inactive workflows and serves as the main integration dashboard.
A workflow presents the records of what is received from Seismic Learning and then visualized in SalesScreen.
Workflows can be created, modified, paused/resumed, and terminated at any time from the workflow dashboard.
Managing Activity Types
Activity types can be managed by navigating to Manage > Activity Types. There is an activity type called "Lessons."
Select the gear icon to create, edit, or update the data fields being tracked through the workflow.
Reporting in SalesScreen
Once installed, managers can review data for their team’s lesson completions by navigating to Reports > and selecting the Lessons activity type.
Admins can set up a celebration for completed training by navigating to Manage > Activity Types > Lessons > Completed Lessons and selecting whether to show the completed lesson in the feed or as a popup on the screen. Then select "Save Changes."
If admins want to change the wording of the celebration when it appears on the feed or on-screen, they can do so in the textual presentation section.
Admins can set up competitions around lesson completion by navigating to Competitions > select "Type of Competition" and then following the prompts to plan the competition.
Terminating the Integration
The integration can be terminated at any point. To do so, navigate here, then select Manage > Settings > Integrations > Manage Seismic Learning > Settings > Terminate Integration.
Terminating the integration deletes all workflows; SalesScreen will no longer be authorized to access Seismic Learning data. Furthermore, the Learning webhook will no longer notify SalesScreen about completed lessons.
For additional support on syncing specific data to a workflow, please contact the SalesScreen support team at firstname.lastname@example.org