This article will walk you through configuring your Skillcast application to allow automated user provisioning via an external connection with Salesforce. Follow the steps below to ensure a smooth integration.
Before You Start
Speak to your Customer Success Manager (CSM) and Account Manager (AM) about your options and any costs associated with user provisioning. Discuss details such as which domains you want to use auto-provisioning on and what attributes you need to capture.
Your CSM will manage the Skillcast set-up part of the integration once all the necessary information is provided.
Preparing the Salesforce Instance
Skillcast LMS communicates with Salesforce using the built-in Salesforce REST API. To enable this, you need to allow Skillcast LMS access to the Salesforce API using a dedicated user account.
Steps to Prepare Salesforce:
Create a dedicated user account for Skillcast LMS
This user must be in a security group with access to manipulate custom objects and have permission to view all users in Salesforce.
You will need the Username, Password and Security Token for this user.
Generating a Security Token
Log in to the Salesforce account.
Click your profile avatar and choose ‘Settings’.
Select My Personal Information > Reset My Security Token.
Check your email for the security token.
The Salesforce user must be an organisation member or have admin access to the repository where Skillcast users and training will be stored.
Preparing the Application
Create a dedicated Salesforce Connected App for Skillcast LMS
Log in to Salesforce as an Administrator.
Go to Setup.
Navigate to PLATFORM TOOLS and select App Manager.
Create a New Connected App.
Basic Information
Use clear naming conventions for transparency.
Use [email protected] as the contact email.
API (Enable OAuth Settings)
Enable OAuth as Skillcast LMS will connect using OAuth.
Custom Connected App Handler
Select the user created in the previous step as the “Run As” option for this Connected App.
Save the Connected App
Retrieving the Client ID and Client Secret
Navigate to PLATFORM TOOLS and select App Manager.
Find the Connected App and choose to View.
Under API (Enable OAuth Settings), select Manage Consumer Details.
Verify your identity if prompted.
Copy both the Consumer Key (Client ID) and Consumer Secret (Client Secret).
Add these to your File Exchange along with the attributes you wish to use in Skillcast.
What your CSM will do next
The following steps will be managed by your CSM.
Adding Salesforce Connection to Skillcast
Your CSM will use the Salesforce details to add a new external connection in Skillcast.
They will complete all required fields, including connection name, domain, features, username, password, client ID, client secret, and security token.
Setting Up User Provisioning on the Domain and Testing
Your CSM will ensure user attributes are mapped correctly.
They will add the connection to the relevant domain and test the integration before processing or scheduling the user provisioning
Limitations and Considerations
Note:
You must enable user provisioning to return training records to Salesforce. See the article on enabling training record options.
Conclusion
You have now learned how to prepare your Salesforce instance for automated user provisioning with Skillcast. Your CSM will handle the Skillcast configuration and testing. If you have any questions or need further assistance, please contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].