This feature requires the Salesforce connector, which is part of the Tech Services catalog and has separate pricing. Contact your Customer Success Partner (CSP) for more information.
The Salesforce connector synchronizes users from Salesforce to 360Learning.
Powered by Workato, a middleware orchestration system between the 2 platforms, this connector is highly configurable and provides the following features:
- User identification/reconciliation: User matching between the 2 systems is guaranteed.
- Status management: You can configure specific data from Salesforce to automatically drive the activation and deactivation of user accounts in 360Learning.
- User standard fields: Define which fields from Salesforce will automatically populate the user standard fields in 360Learning.
- User custom fields: Define which fields from Salesforce will automatically populate the user custom fields in 360Learning.
- Filtering: Use filters to synchronize only a specific subset of your population, rather than the entire directory.
- Group assignment: Define rules to automatically assign users to the correct groups within 360Learning.
- Data standardization: This feature allows you to change and standardize data to ensure it perfectly matches the requirements of 360Learning.
- Notifications: You will be automatically notified if any issues or errors occur during the synchronization process.
- Reporting: For the full synchronization, a detailed report is sent to you by email.
For step-by-step instructions on getting started, see the Setup guide.