Video of Installation & Setup

Installation & Setup Video URL

Prerequisites

  • LMS admin login credentials
  • Salesforce orgs admin credentials
  • Create a permission set and Assign it to system it to System Administrator - Salesforce admin should have system permission -  "Change Dashboard colors permission" enabled.
    • Create Permission Set named lets say "DashboardColorsPermissionSet" 

      • Go to Setup > Users > Permission Set.

      • Create new permission set for your admin.

      • Under Permission Set Overview -> System -> System Permissions.

      • Click 'Edit' and enable "Change Dashboard colors permission" permission

    • Permission Set ->"DashboardColorsPermissionSet" -> Manage Assignment -> Assign Admin user to this permission sets 

Package Installation

Login on SalesForce Org with admin login . In same browser in different Tab paste <Installation package URL> . This will Install EduBrite’s package onto Your SalesForce Org.

 

Our latest package URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0H0000015pBl

 

 

Configuration

Edubrite LMS Configuration

Go to Site Admin -> Site Details => Integration Tab

  • Enable Salesforce Integration

and provide following details and save

  1. Admin Email - Salesforce user email with admin access on your salesforce instance
  2. Instance URL - my domain url of salesforce instance example : https://my.salesforce.com

Ignore if not specifically  given "staging" package

If you are using staging package, add following property in Site Admin -> Site Details -> Customization

SALESFORCE_PKG_PREFIX= edubrite_stage

Additional custom properties. Skip this step if email is going to be unique. 

  • SF_SYNC_DISABLE_UNIQUE_EMAIL=true

Make email NON-Unique. By default Sync operation is syncing with email being unique key along with LMS userId. Set above to true if we want to disable.

 

Salesforce Configuration

In Salesforce quick way to reach any set up is by #1 "Search Setup" at top.

Few setups are available in "Quick Find" in left panel

1. Add CustomSetting called Microsite with LMS microsite url

Develop -> Custom Setting -> Click on Manage  OR Search Setup => Custom Settings

 

Create new custom setting with name  “Microsite”  and value “<lms-microsite-url>”   (no http)

Click New

 

Add New custom property named  “Microsite”  and value “<lms-microsite-url>”   (no http)

 

2. Update Connected App Properties and Profiles

Administer -> Manage Apps -> Connected Apps -> Edubrite_LMS OR Search Setup => apps  And select "Manage Connected Apps"

Click On EduBrite LMS app

 

  • OAuth Policies

Click on Edit -> on details page clik Edit Policies

Set Permitted Users : Admin approved users are pre-authorized

 

  • Manage Profiles

​Scroll a little to section "Profiles"

Click Manage Profiles ->  add the profiles we want to access . Example : 

  1. System Administrator
  2. Standard User
  3. Standard Platform User​

3. Assign permission sets to users

Before we assign permission set, we need to clone and add permission for standard object.

3a. Clone, Edit Permission Set

Administer -> Manage Users -> Permission Sets

1) Click on Clone for "EB_Learner_Permissions"

2) Save with different name 

3) Click on Cloned permission set for  Editing and Click on "Object Settings"

4) Click on Object "Contact"

5. Click on Edit Properties

6. On Edit mode . Enable "Read" and "View all"

3b. Assign Permission Set to users

Administer -> Manage Users -> Permission Sets

We need to give permission for Contact Object, In order to do that we can clone existing permission set

Click on Cloned Permission Set

Click on Manage Assignment button

Add all users whom we want to give access

 

On finish click Done.

 

4. Home Page Configuration for Admin and Normal users (Lightening page assignment for profiles)

See further for Classic

In Lightning experience we can setup Custom Home Page which can be assigned to different profiles.

We have two Custom home pages available as part of package and can be assigned to profile

  • Admin users
  • Learner users

Here are steps to create

1. Click on setup  and search "Lightning App Builder" in Quick search. There will be two lightening pages available 

2.Click on View link of "EB_Admin_Home_Page"

3. Click on "Activation.." and Select "System Administrator" 

 

4. Follow Same steps #2 and #3 above for "EB_Learner_Home_Page" and activate "Standard" and "Standard Platform" profiles

5. Contact layout assignment

a) Customize -> Contact -> Page Layout

b) Click on Page Layout Assignment

c) Click on Edit Assignment

d) Click on System Administer

e) Page Layout To Use : Contact Layout. Click Save

 

 

6. Add LMS  Tab 

See further for Classic

Click on app launcher icon

 

 

Search "Edubrite_LMS_LX", you will find app, which can be accessed by clicking and can be added to Nav Bar.

Note:

For Lightening mode use : Edubrite_LMS_LX

For classic mode use : Edubrite_LMS

7. Accessing Reports & Dashboard

  • Reports 

Click Report => View All reports

 

  • Dashboard (Report dashboard )

Click Dashboard => View All 

 

 

Additional Steps for classic mode

8. Classic Mode - Home page layout

Build -> Customize -> Home -> Home Page Layouts

Click on "Page Layout Asignment"

Click on Edit Assignments and Assign Page layouts to profiles as needed.

Example :  1. Learner_Home_page   to   Standard User & Standard Platform User

2. Admin_Home_Page   to  System Adminiter

9. Classic Mode - LMS Tab

Click on  "+"

Click on Customize Tab

Select Edubrite LMS tab and click "save"