Using Docebo Embedded into Salesforce

Learn to use Docebo embedded into Salesforce

Last Updated

July 9th, 2019

Reading Time

7 min

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Introduction

When the Salesforce application installation is over, Docebo is embedded into Salesforce. Besides synchronizing data, and having a learning platform available within your Salesforce org, embedding Docebo into Salesforce is also an efficient way of taking advantage of other Docebo functionalities without moving from one platform to the other.

As an example, you can use My Team to set up your org chart by creating associations and hierarchies, monitor your team members and identify their knowledge gaps, use catalogs from external content providers, and Coach & Share to take advantage of informal learning to foster cooperation and collaboration in your company.

When Docebo is embedded into Salesforce, two tabs are reserved for the LMS in Salesforce, both with Lightning and Classic experience: a tab for administrators and one for learners. Tabs have been named after their purpose, Docebo Admin and Docebo LMS.

This article will guide you on how to configure the tabs visibility, how to use the Docebo Admin and the Docebo LMS tabs and the deeplinking for courses, as well as on the configuration of Salesforce Lightning communities. Let’s start by configuring the visibility of these tabs.

Configuring the Tabs Visibility

After completing the installation of Salesforce, you need to configure the visibility of the the Docebo Admin and the Docebo LMS tabs. Both on Classic and Lightning experience, access to the Salesforce Setup menu, in the Administration section, select User and then Profiles. Look for the System Administrator profile and click on Edit.

Move now to the Custom Tab Settings section and set Docebo Admin and Docebo LMS to Default On. Set all the other options to Tab Hidden.

Please note that the deeplink functionality is not supported when configuring the tab visibility with the Lightning experience. If you are interested in deeplinking, set the Docebo Lightning option to Default On, instead of Docebo LMS. Further information on deeplinking are available at the end of this document.

Further information on the tab visibility is available in the Salesforce Knowledge Base.

Docebo Admin Tab

This tab is used for the management of a handful of  Docebo administrative functionalities. Users not configured as Superadmins in the LMS will not be allowed to use this tab.

The left sidebar menu of Salesforce lists the following options:

– Global Search. Use the free text area to look for any type of content in the platform. Refer to this article for further information on the Global Search. Please note that you can look for courses and learning plans from the Salesforce search engine as well.

– Home. This is the page that opens every time you move to the Docebo Admin tab and allows you to run the data synchronization and to configure the integration settings.

– Notifications. Click on this option to access the Communication Center of the platform. This area lists all the notifications sent to the LMS Superadmin. This option is always visible for Superadmins, and can be shown to other users in the Docebo tab by enabling the Show Notification into Menu toggle.

– Background Jobs. Click on this option to access the Docebo Background Jobs console. Background jobs are used in the synchronization process, it can be very useful to monitor this console to check the synchronization status.

– Go to My LMS. This option is a link to the not-embedded instance of the LMS. Clicking on this link will redirect you to a new tab in your browser with a Docebo session already active for your user. This option is always visible for Superadmins, and can be shown to other users in the Docebo tab by enabling the Show “Go to My LMS” into menu toggle.

As a Superadmin you can disable the mouse right-click usage in your platform to avoid users to open new instances of Docebo in other windows or tabs for the user currently logged into the platform. To do so, move to the Homepage of your Docebo Admin tab, select Embedder and switch off the toggle Disable mouse right click usage when Docebo is embedded into Salesforce. Please note that disabling the mouse right click means disabling all the available options of the mouse right-click feature for Docebo embedded into Salesforce,  not for the non-embedded version of the platform.

Please note that Superadmin activities related to the management of courses, users, platform configuration, etc., must be carried out in a not-embedded instance of the platform.

Docebo LMS Tab

This tab is for learners, and gives them full access to the learner menu of the LMS. From the learner point of view, it makes no difference to use Docebo in a not-embedded instance and using it from Salesforce, besides the fact that they will not be allowed to buy courses from the embedded version of Docebo in Salesforce. The menu options available in the Docebo user menu will be listed in the left sidebar menu of the Docebo LMS tab in Salesforce. Users will have the same options as the ones they have in the non-embedded version of the platform.

You can additionally enable two extra options to allow users to access the Notifications page and to make the Go to My LMS link available to learners in the learner menu. Refer to the previous chapter for further information on how to enable them.

Please note that Salesforce users using Docebo embedded will be provisioned individually in the platform. The provisioning from Salesforce is active only when the Allow user provisioning via SFDC option is enabled in the Users Datasource configuration area, accessible from the Synchronization tab.

Deeplinking

As a Superadmin, you may want to provide your users with the deeplink of a course or a learning plan, to make sure they are redirected to the right page of the embedded LMS.

The course deeplink must be created manually, by adding

deeplink=course/learning plan slug

to the URL of your Salesforce Org. Here follows an example of deeplink:

https://docebo02-dev-ed–docebov3.visualforce.com/apex/DoceboLms?sfdc.tabName=01r0Y000000BunE&deeplink=learn/course/193/business-analytics-forecasting-with-trended-baseline-smoothing

You can find the course/learning plan slug in a non-embedded instance of  Docebo by opening the course or the learning plan page in and copying it from the page URL, or in Salesforce, in the course/Learning Plan detail page.

Please note that the deeplink functionality is available for the Docebo LMS tab only, not for the Docebo Admin tab, both for Classic and Lightning Experiences. Deeplinking with Salesforce Classic only works with the Salesforce tab included in the integration, while deeplinking on Lighting Experience (including communities) only works with the Lightning Component tab.

Overriding the Salesforce Search Results Page

By default, when searching for a course from the Salesforce Global Search, results are shown in the Salesforce Search Results page. In order to redirect your learners directly to the page of the course upon searching for its description, you have to override the search results page with a Visualforce page included in the Docebo installation package.

To do so, access the Object Manager page, select the Course object and select Edit from the dropdown menu at the end of the object row. Move to the Buttons, Links and Actions section in the left menu, look for the View option and select Edit from the dropdown menu at the end of the row.

Set the Salesforce Classic Override to Visualforce Page and select DoceboLMS [docebo_v3__DoceboLMS]. Make sure that the Lighting Experience Override configuration is set to Use the Salesforce Classic override. Click on Save to confirm your changes. Now, when searching for a course, you will be automatically redirected to its page.

Lightning Communities

The integration between Docebo and Salesforce includes the support of Docebo in Salesforce Lightning Communities for authenticated users only. Communities can be used, for example, to manage external training for partners. Follow the instructions in this section to activate the LMS on communities.

Start by creating your own community following the steps listed in this article of the Salesforce Knowledge Base. Once in 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:

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 second, your LMS 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.

Best Practices – Browsers

Please remember the following information when embedding Docebo into Salesforce:

  • The Docebo embedded feature is optimized for Chrome, Firefox, Safari and Microsoft Edge
  • Since this feature is not optimized for Internet Explorer 11, you may experience poor performance while using your embedded LMS
  • When using Safari, remember to flag the Disable Cross-Origin Restrictions option from the Develop menu for a proper browser configuration

Disclaimer

This article describes the synchronization process and how to use the integration in detail. Please note, however, that the integration covers a large number of scenarios and it is not possible to list all of them here. If this documentation does not provide enough information for your specific case, please contact us via the Communication Center.