Continuation of Salesforce Integration. (Creating custom objects and reports)
The following diagram depicts how the data integration & exchange is set up between EB and SF.
The first step is to set up keys and URL for authentication. The second is one-step initialization of the SF from LMS site setups all the components needed for Integration.
Once that's done then ongoing sync of data between EB and SF can be set up as a batch process running on EB.
Detailed steps needed to setup
1) Set up credentials on EB
i. Go to your salesforce account and click on your profile name
ii. Click on My Settings.
iii. In Personal Settings click on Reset my security token.
iv. Security token would be mailed on your address. Mark this token string in user property SALESFORCE_USER_SECRET_TOKEN (see step # 5 below)
v. Add below user properties to Custom user properties.
Site Admin -> Custom Properties -> User Properties (add following properties)
-
SALESFORCE_USER_ID
-
SALESFORCE_USER_PASSWORD
-
SALESFORCE_USER_SECRET_TOKEN
Note: Once created these will be available to be viewed/updated in Profile -> Edit -> Go to Personal tab
vi. Enable Velocity at Site Admin -> Site Details -> Customization . Add following property
ENABLE_VELOCITY=true
vii. Add new placements for enabling SF button for site admin.
Site Admin -> Placements -> V2 Navigation
Add following snippet
${UIContext.getUiManager().getTopNav().getHtml()} #if ($UIContext.isAdminOrSiteAdmin() ) <ul class="customMenu"> <li><a href="/oltpublish/site/sf.do?dispatch=processSalesforceMetadata" target="_parent"> <i class="fa fa-cog"></i> <spanclass="menu-item-parent">Saleforce Initialization</span></a></li> </ul> #end |
Save and Publish the microsite.
2. Initial key setup and microsite configuration is done. We will see something like the below on left hand menu for Site Admin. Click on Salesforce Initialization. This will set up the initial configuration including the creation of custom objects and other components on SF.
3. Ongoing sync will take care of syncing the related properties between EB and SF.
Following are in detail screen-shot of components and reports on SF post integration
With initial setup, Custom Object gets created as shown below. This is used for syncing all the course/course session learner's data on the SF platform.
Make note of relation with Contact as highlighted below.
- Frequently run batch job can sync now data between LMS and SF.
Reports about course progress report can be viewed as below.
List view of the report
Learners Reports
List view
Integrations
- Single Sign on with ADFS v2
- Single Sign on in EduBrite with Okta
- Single Sign on with Azure AD (SAML)
- Custom Single Sign on with 3rd party applications
- Facebook, LinkedIn and Twitter Integration
- EduBrite for Yammer - Quick Start
- Integrate Google Analytics
- iCal Integration
- EduBrite Salesforce Integration
- Amazon Cloudfront Integration for Streaming Videos
- GotoMeeting / GotoWebinar Integration
- Integration with ReadyTalk Conferencing