Salesforce instance can be connected to your lms microsite and SF users can access courses from salesforce portal, Users will be created in lms microsite when a user access training page first time in SF.
For integration following actions needs to be done in SF and lms site.
- SF site -> Create a connected app.
- SF site -> Create Visualforce page to launch connected app.
- SF site -> Create Visualforce tab to show Visualforce page.
- SF site -> Granting app and page access to users through permission set or user's associated profile.
- EduBrite microsite -> Specify SF instance URL, customer Key and Secret. And Enable self signup setting.
Create Connected App
Saleforce instance can be connected to your EduBrite microsite, for that integration you need to setup a connected app at salesforce site.
1. Access Setup -> Create Apps menu
Click New in Connected Apps section to create a app -
URLs those needs to be added in app settings -
Callback URL - https://<lms-microsite-url>/oltpublish/site/sf.do?dispatch=oauthcodecb |
Canvas App URL - https://<lms-microsite-url>/oltpublish/site/sf.do?dispatch=canvas |
2. Note down the oAuth settings (consumer key and consumer secret). You would need to specify them in microsite
Set the Connected App oAuth Policy as admin approved users are pre-authorized.
Create Visualforce page
Go to Setup -> develop -> pages
4. Create new page
5. Enter the code in the Visualforce markup and save
Code : You can copy and paste below code for the page -
<apex:page sidebar="false" > <apex:canvasApp width="100%" applicationName="EduBrite_LMS" height="600"> </apex:canvasApp> </apex:page> |
Create Visualforce Tab
Go to Setup -> Create -> Tabs and create a new Visualforce Tab
Select the Visualforce page that you had created -
8. Specify the profiles on which this tab would be visible, click next
9 Specify the apps where this tab would be visible, and save
10. Now you would see the new EduBrite LMS tab on the global navigation bar
Salesforce - User Permission Setup
To Access connected app, user should be provided oAuth Connected App access and VF page access. That permission can be provided in following two ways -
A. Provide access through user profile -
Update Standard User Profile or create a custom profile by cloning standard user profile.
a. Enable Connected App Access for EduBrite LMS app.
b. Enable Visualforce page access
B. Permission Set - Create a permission set and assign EduBrite connected app access and VF page access to that permission set. This permission set can be assigned to individual users using 'Manage Assignments option.
Micro-site Settings
- In microsite, open Site Details->Customization and add following properties
SALESFORCE_LOGIN_URL=https://login.salesforce.com
SALESFORCE_INSTANCE_URL=https://edubrite-dev-ed.my.salesforce.com
SALESFORCE_CLIENT_SECRET=xxxxxxxxxxxxxxxxxxxxxxxxxxxx [Consumer secret]
SALESFORCE_CLIENT_ID=xxxxxxxxxxxxxxxxxxxxxxxxxxxxx [Consumer Key
- In Site Details->Security enable self signup and in Site Details->Integration, enable auto create users via api
User Experience
- Open a new browser and access your salesforce account, open the EduBrite LMS tab
- A user account would get created in microsite with username same as your salesforce username (if not already present). Make sure you are not already logged in to microsite with a different username otherwise you will receive a error message.
- You would see your training dashboard tabs - enrolled courses, resources, completed courses and calendar and you can launch the courses
Trouble-shooting Tips
1. If a user gets 'Insufficient privilege message' on accessing EduBrite LMS Tab.
Issue - user doesn't have access to VF page. Please check the user have access to VF page either through associated profile or thru permission set.
2. On accessing EduBrite LMS Tab - A blank page appears
Issue - A error is happening but message is not appearing in the iframe, In most of the cases it's a message to self grant access to connected app. Verify connected app oAuth Policy should be set as 'Admin approved users are pre-authorized', if it's set as self approve then a popup appears to grant access and that popup gets blocked in iframe.
3. A message 'error' appears on the screen after loading Edubrite app -
a. A user might be existing with the same email-id in microsite and API not able to create a new user using same email-id.
b. There could be another user already logged-in in the same browser session, Please logout then access the app.
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