Important: Follow this article to set up user provisioning. You cannot push training records back to SalesForce without provisioning coming from Salesforce.
How to configure user provisioning from Salesforce to Skillcast.
Before you Start
Speak to your Customer Success Manager (CSM) and Account Manager (AM) about your options and the costs around a training record feed. You will also need to ensure that your users are provisioned via Salesforce as this part of the integration will not work without it.
If your Customer Success Manager (CSM) will manage the Skillcast set-up part of the integration, please provide details and fields from your custom report to your CSM.
Preparing the Custom Training Objects
In order for the Skillcast LMS to be able to record training results on the Salesforce platform, a few custom objects will have to be created in order for the Skillcast LMS to be able to register courses and results on the platform.
Course Object
Log in to Salesforce as an Administrator
Go to Setup
Navigate to PLATFORM TOOLS > Objects and Fields > Object Manager
Create > Custom Object
Create the “Training Course” Object
For the LMS the labels and description do not matter, but the object must be “Training_Course”
Object Manager > Training Course > Fields & Relationships
Object Manager > Training Course > Fields & Relationships > New
Create the following fields
Type | Name | Description | Related Object |
Text | Brand | 3rd Party Provider name | - |
Text | Training Course Code | Identifier used by 3rd Party Provider | - |
Text | Training Course Name | Title of Training provided by 3rd Party Provider | - |
Text Area (Long) | Training Course Description | Description of Training provided by 3rd Part Provider | - |
URL | Training Course URL | Direct access URL of Training provided by 3rd Party Provider | - |
Individual Result Object
Log in to Salesforce as an Administrator
Go to Setup
Navigate to PLATFORM TOOLS > Objects and Fields > Object Manager
Create > Custom Object
Create the “Training” Object
For the LMS the labels and description do not matter, but the object must be “Training”
Object Manager > Training Course > Fields & Relationships
Object Manager > Training Course > Fields & Relationships > New
Create the following fields
Type | Name | Description | Related Object |
Lookup Relationship | User | Salesforce User Object | User |
Lookup Relationship | Training Course | Salesforce Training Object | Training Course |
Number | Score | Score achieved by user | - |
Number | Time Spent | Time Spent of the training (expressed in minutes | - |
Date/Time | Course State Date Time | Date/Time User commenced the training | - |
Date/Time | Course End Date Time | Date/Time User completed the training | - |
Preparing to send data from Skillcast to Salesforce
Go to Management Console > Configuration > User attributes. Click 'add new attribute'.The attribute name, display name and Data feed name must be WID. Make sure to click. 'Add Attribute'
Go to Management console > Configuration >External connections
Enusre connection type is 'Add new connection', and from the Type drop-down and choose 'WorkDay'. Fill out the fields for user provisioning How to configure user provisioning from Workday to Skillcast. If you are updating an existing connection for provisioning, select it from the drop-down to edit the fields.
Under features tick the appropriate option(s) for the records you want to send:
Fill out the fields related to sending training records and click Add or update connection.
Go to portal settings/portal functionality and enable settings Tracking feed realtime and/or Tracking feed realtime (start of activity) based on what option(s) you ticked in Features.Turning on these settings will schedule the sending of training records automatically.
In the appropriate role, including your role, ensure the permission Training Record Feed is ticked.
Click on the menu item Training Record Feed. Select the external connection configured for training records from the Connection drop-down. Leave the Start date blank if you want to send all records, or add a date only to send started/completed records from that date onwards/. Make sure to click Update connection
A scheduled task will now start pushing records back to WorkDay. Any failed records will be resent every 5 mins for the next 15 days. After such time, any failed records will appear in a table on the Training Records Feed page. Each errored record will show a reason, for example, if there is no completion date or the user WID does not exist. You can choose to send records again, which will start the schedule again and push the records every 5 minutes for another 15 days.
Limitations and Considerations
1. You can set up user provisioning via WorkDay without enabling the option to send training records. You must ensure that user provisioning is configured via WorkDay to ensure that Skillcast can push back training records.