learncore opportunity view in salesforce · 1. have your organization’s main salesforce admin...
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*Version: 1.28 (as of 10/9/17)
App Package Installation Instructions 1. Have your organization’s main Salesforce Admin place the LearnCore install link provided by your Client Strategy rep into their browser’s URL bar. Click Enter. 2. Once logged in and everything loads, you should see a Salesforce page that looks like this. The best option is Install for Admins Only, Click Install. If your case is different, please see your LearnCore Client Strategist.
Technical Requirements
● LearnCore Professional+ account (Works with or without Pitch IQ) ● Salesforce Enterprise+ account ● Access to your organization’s SFDC main admin ● Salesforce Admin user credentials ● New Production Install Link*
Basic Instructions
● Have your organization’s main Salesforce Admin place the LearnCore install link provided by your Client Strategy rep into their browser’s URL bar. Click enter.
● The majority of the installation will be automatic based on SFDC’s pre-determined configurations.
● Follow the instructions and specifications for your specific organization.
3. Allow Salesforce’s installer to run.
4. Once the app successfully installs, you will see Salesforce provided page. Click Done.
5. You will automatically be brought to the following page.
6. The app is now successfully installed to your organization's Salesforce account.
User Integration Users are matched between LearnCore and Salesforce by user email. The Salesforce username does not need to match the LearnCore user email.
Salesforce User Security for the LearnCore App
LearnCore Salesforce LearnCore Salesforce app
LearnCore Permission
“LearnCore Admins” Permission Set
“LearnCore Learners” Permission Set
LearnCore section on the Opportunity page layout
LearnCore Admin Management tab
View tab
Create, read, edit, delete rules
Admin yes yes yes yes yes
Learner yes yes yes yes no
Admin yes no no yes yes
Learner yes no no yes yes
Admin no yes yes no no
Learner no yes yes no no
LearnCore Opportunity View in SFDC To add a LearnCore application tab to Salesforce, follow these steps:
1. Click into an opportunity. In the upper right corner, click “Edit Layout.”
2. Drag a new Section onto the page.
3. Configure the section: a. Section Name: “LearnCore” b. Display Section Header On: Detail Page c. Layout: 1-Column
4. Click OK
5. Click on Visualforce Pages 6. Drag OpportunityCourseView into the LearnCore section you just created
7. Click the edit wrench icon on the OpportunityCourseView 8. Change the page height to 420 pixels
9. To enable the application, move the applicable available visualforce pages to the “enabled visualforce pages” section. Then, click “Save.”