Salesforce integration
Yes, one way. When an administrator presses Sync now, Personal Academy pushes every course completion and certificate issued since the last sync to Salesforce, as a completed Task on the Contact whose email matches the learner. A learner with no matching Contact is reported, not created. It suits customer and partner training teams who want training visible to account owners. It is not yet tested against a live Salesforce org.
See pricing (from $1 per active user)
Included from the Advanced plan, $2 per active user per month.
At a glance
The sync keeps a watermark per provider, so each run sends only what is new. Certificate Tasks carry the certificate verification code.
| Status | Built, not yet verified |
|---|---|
| Included from | Advanced plan (integrations module) |
| Authentication | Connected App with the Client Credentials flow |
| Data that flows | Out: completions and certificate issuance as Tasks on matching Contacts. In: nothing |
| Not yet | Scheduled sync, Contact creation, a test against a live Salesforce org |
How to set it up
- Create a Connected App in Salesforce and enable the Client Credentials flow with a run-as user.
- Open Integrations in the Personal Academy admin area, choose Salesforce, and enter the instance URL, consumer key and secret.
- Test the connection, then press Sync now and review the result.
Highlights
- Sync now: completions and certificates since the last run
- One Task per event on the Contact with the learner's email
- Missing Contacts reported by email
Technical overview
Authentication:OAuth 2.0 Client Credentials (Connected App)
Setup Time:~20 minutes
Prerequisites:
- •A Salesforce Connected App with the Client Credentials flow enabled.
- •The Advanced plan.