Installing the Salesforce App in Docebo

Follow the steps of the installation procedure

Last Updated

June 26th, 2019

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5 min

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Introduction

The integration between Docebo and Salesforce requires a one-time installation procedure, and an initial configuration of data synchronization. Synchronization is later carried out as a daily procedure or can be scheduled according to your needs.

This article will guide you through the installation procedure and will provide you with the necessary information on pre-requisites and security requirements for this integration.

Please note that images and videos shown in Docebo Knowledge Base articles for Salesforce are in the Lightning experience mode.

Pre-Requisites and Costs

Before activating the Salesforce App, make sure that the Superadmin user running the activation in Docebo is also present as an Admin user in the Salesforce user database: usernames MUST be the same in both systems. If you cannot set the same username on both systems (in case of SSO and federated scenarios), we suggest that you create a non-federated Superadmin user in Docebo to complete the installation procedure.

When integrating Docebo with Salesforce, nine Salesforce custom objects will be instanced for Docebo. Data stored in these custom objects will be used for user provisioning, synchronization and for Salesforce reports. Check out here further information on data model.

Please note that when embedding the LMS into Salesforce, two Salesforce tabs will be dedicated to Docebo. One tab is for Superadmins, and one for learners.

Important Note: Once you set up the integration between Salesforce and Docebo, the Admin user profile that set up the integration, both in Salesforce and in Docebo, should never be deleted. Deleting or disabling the user profile that set up the integration in either system will result in the integration no longer working.

Activating the App in Docebo

To activate the Salesforce app in your LMS you need to contact Docebo via the Communication Center or work with your Solutions Deployment Manager. Log into your platform as the Superadmin, then access the Admin Menu from the gear icon in the top right corner of the homepage. At the top of the Admin Menu, press the Add New Apps button, the reach the Third Party Integrations tab.

Find the Salesforce App in the list of apps and click Contact Us. You will be redirected to the platform Communication Center.

Activating Your Salesforce Installation

After activating the Salesforce App, access your Admin Menu from the gear icon, find the SalesforceV3 section, and press Manage. On the Salesforce Configuration page, insert the URL of your Salesforce org. To retrieve the URL of your Salesforce org, connect to your Salesforce developer account, click on the Setup icon in the top right corner, move to the Settings section of the left side menu, select Company Settings, and finally the My Domain option.
If your domain name has already been configured, it is displayed in the Your domain name is field. If you do not have a domain name, then create it from scratch.

It is possible to use the domain name automatically attributed by Salesforce to your org (displayed in your internet browser), but  we highly suggest you customize it. While it’s rare that you run into problems during your integration (and in the case that you do, Docebo can still identify you easily), customizing your Domain Name is a great way to save a few minutes in the troubleshooting process, as it allows Docebo to quickly identify you by the Domain Name only. Refer to this article in the Salesforce Knowledge Base for further information on how to customize your domain.

Insert the domain name in the dedicated area of the Salesforce Configuration page, and copy the Secret Key automatically generated by the your platform. You will be asked to enter the Secret Key later on, during the Salesforce Installation Activation procedure.  As an option, you can select the Sandbox Mode option to link your integration to the sandbox org instead of the production org. Please note that if you are using a sandbox, and you do not flag this option, or if the Salesforce URL is not correct, the Salesforce List Views will not be loaded during configuration of the user synchronization. Click Activate. You will then be redirected to the Salesforce package installation page. Please note that the Activate button is active only after inserting your Salesforce platform URL.

Once on Salesforce, select the types of users for which you would like to install the Docebo App (if in doubt, select Install for All Users) and click on Install to proceed. Please note that the app version name and the app version number may be different from the ones shown in this article.

The installation will continue running, a message will inform you when the installation procedure is over. Click Done to go back to your Salesforce org.  Should the installation take longer than expected, you will be informed via email when the installation is complete.

Finalizing Your Salesforce Installation

When the Docebo App installation is completed, you need to finalize it. If not automatically redirected to the Installed Packages section, click on the Setup icon in the top right corner, move to the Platform Tools section of the left side menu, select App and, finally, Installed Packages. Check that Docebo is listed in the Installed Packages section of the page.

Configure the visibility of Docebo in Salesforce for your users so that users are not allowed to auto-authorize themselves to connect to Docebo, but they need the Admin authorization. Still in the Platform Tools section of the left side menu, select App, then Connected Apps and Manage Connected Apps. Select Docebo from the list of connected app, then click on Edit Policies. Set the Permitted Users option value to Admin approved users are pre-authorized. Move to the Profile related list and define the users’ profiles that will be able to access the platform.

Go to the Applications page, select Docebo and insert the URL of your Docebo platform, then paste the Secret Key automatically generated by your platform. When the installation is completed, the Secret Key value will always be accessible in the Settings tab of SalesforceV3 section of the Admin Menu. Move to the Docebo tab, Press Activate to complete the installation process.

You will now be logged in the Docebo App in Salesforce, with the Salesforce Admin user, who is also a Docebo Superadmin. You can now start configuring the synchronization between Salesforce and Docebo.

To do so, access your Admin Menu from the gear icon, find the SalesforceV3 section, and press Manage. When the Salesforce package installation is over, this settings page displays five tabs, each one managing different aspects of the integration. You can now start synchronizing users, courses and enrollments.

Configuring the Tabs Visibility

If you are planning to use Docebo embedded into Salesforce, you need to configure the tab visibility for users. Refer to this article for instructions on how to do it.

Changing the Salesforce Org URL

You can change the Salesforce Org URL at any time. After the installation process is complete, access your Admin Menu from the gear icon, find the SalesforceV3 section, and press Manage. Move to the Settings tab, type the new URL in the URL field, then press Update to confirm your changes and start the installation process for the new domain.

Please note: When the Salesforce Org URL is changed, data is not removed from Docebo, nor from Salesforce. The integration will simply point to a different Salesforce Org.