Embedding Docebo in Salesforce Communities

Embed Docebo in your Salesforce Communities

Last Updated

July 13th, 2020

Docebo Module

Integrations

Reading Time

2 min

User Level

Introduction

The integration between Docebo and Salesforce includes the support of Docebo in Salesforce Lightning and Classic Communities, for authenticated users only. This article details the instructions on how to make Docebo available on Salesforce Communities. 

Before we start, both if you are using the Salesforce Lightning or Classic experience, start by creating your own community following the steps listed in this article of the Salesforce Knowledge Base. 

Remember that the tab shared in communities is the Learner tab (Docebo LMS tab), it is not possible to embed the Admin tab (Docebo Admin tab). Refer to this article for further information on tabs. 

Use Case Scenario

Communities are useful tools to connect to customers, partners and employees. Embedding Docebo into a community offers a great opportunity for them to be trained without leaving Salesforce.

Lightning Communities

Once you have created your community, and you are using the Salesforce Lightning experience, move to the community workspace, click Builder, a new tab will open for the customization of your community. Click on the pen icon to open the Theme section, click on the arrow close to the window title and select Edit CSS, copy the following CSS and paste it into the dedicated area:

.hideEl {
   display: none;
}

Press Save to proceed. You now need to add a page for Docebo in your community. Move now to the Home dropdown menu and select + New Page. Select Standard Page and the 1-full width column option. Type a name for your page and press Create to continue.

Click now on the flash icon to add the Docebo Component to your community, scroll down to the Custom Components section and drag and drop the DoceboLmsLightningComponent into your page. After a few seconds, your platform will be loaded into the page.

Click Navigation Menu under the Template Header Top area, and click again Navigation Menu from the top right window that will open. Click Add Menu Item and type a name for your page, then select the Community Page Type and select you have just created in the Page dropdown menu.

Click Publish in the top right corner to publish your page and make it available in your community.

Classic Communities

Once you have created your community, and you are using the Salesforce Classic experience, move to the Setup menu, then select Build -> Customize -> Communities -> All Communities. Form this page, click New Community and select the Salesforce Tabs + Visualforce experience. Click Get Started in the experience dedicated page, and enter a name for your community, and optionally customize its URL. Click Create.

The community is being created. Once the community is ready, you will be redirected to the area dedicated to the newly created community. Click on Administration, and move to the Tabs tab, selecting it from the left menu. Add the Docebo LMS tab in the Selected Tabs box and make sure it is the only tab in the box. 

Move now to the Settings tab and activate the community by clicking on Activate Community. The community is now published. This operation may take some minutes. 

Classic communities can take advantage of the maximized view, meaning that the tab header is not displayed and users can enjoy a full-screen experience. Check out this article to learn more about it.