Build Salesforce reports with 360Learning statistics

  • Updated

This feature requires the HCM Connect Solution. Contact your Account Manager to know more.

You can install a 360Learning package in Salesforce that will allow Salesforce admins to build reports with 360Learning statistics.

This article will cover how to install and activate the package, as well as the list of new objects available in Salesforce reports.

We will only briefly cover how to create or edit reports in Salesforce. For more information, check Salesforce’s official documentation about building reports.

We also recorded a video walkthrough of the setup, with a quick overview of building a report at the end.

Step 1: add Salesforce to your list of integrations in 360Learning

Contact your Account Manager, so they can add Salesforce to the list of available integrations in your platform.

You can check if the integration is available in the platform group settings:

  1. In the left sidebar of the homepage, click on the platform group.
  2. At the top right, click ...Settings.
  3. In the left column, click Integrations.

There should be a tile named Salesforce.

Step 2: install the package

  1. In the left sidebar of the homepage, click on the platform group.
  2. At the top right, click ...Settings.
  3. In the left column, click Integrations.
  4. Click on the tile Salesforce.
  5. In the dropdown menu, select the Salesforce environment where you want to install the app
  6. Click INSTALL THE PACKAGE.
  7. Connect with an admin account to the Salesforce environment.
  8. Select Install for Admins Only.
  9. Since the 360Learning app isn’t part of Salesforce’s AppExchange Partner Program, check the option I acknowledge....
  10. Click Install.

This typically takes a few minutes, but can take up to 30 minutes. In that case, you will receive a confirmation email once it is completed.

You can check the app is correctly installed by doing the following (check Salesforce’s official documentation for accessing installed packages ↗):

  1. In Salesforce, at the top right, click the gear icon, and select Setup.
  2. On the top left, in the Quick Find search box, enter Installed and select Installed packages.

In the column Package Name, you should see 360Learning Stats.

Step 3: enable the connector in 360Learning

  1. Go back to the Integrations menu in 360Learning.
  2. Click ENABLE THE SALESFORCE CONNECTOR.
  3. Connect with the Salesforce admin account again (the same as for the previous step)
  4. Salesforce will list the authorizations required by the 360Learning connector to work. Click Allow.

Data is refreshed every 24 hours. The first report will be available 24h after the initial activation.

Step 4: use the 360Learning objects in the Salesforce report builder

We will only briefly cover how to create or edit reports in Salesforce. For more information, check Salesforce’s official documentation about building reports.

We also recorded a video walkthrough of the setup, with a quick overview of building a report at the end.

  1. In Salesforce, from the reports tab, click New Report.
  2. In the Report Type search bar, enter "360Learning", to filter on 360Learning reports.
  3. Click on a report and click Start report.
  4. In the left sidebar, click the search field in the section Columns to see all the available fields for the report.

Example: creating a report in Salesforce with statistics for a specific program session in 360Learning

  1. In Salesforce, from the reports tab, click New Report.
  2. In the Report Type search bar, enter "360Learning".
  3. Click on "360Learning Session Stats" and click Start report.
  4. In the left sidebar, click the search field in the section Columns and select the following fields:
    • 360Learning Program session name
    • 360Learning User name
    • 360Learning Last activity
    • 360Learning Time spent (seconds)
    • 360Learning Progress
    • 360Learning Score
  5. In the left sidebar, in the section Columns, remove the original field (called "360Learning Session Stat: 360Learning Session Stat name").
  6. Optionally, drag and drop the items in the section Columns to reorder them.
  7. At the top right of the left sidebar, click Filters.
  8. Click the field Add filter….
  9. Select 360Learning Program session name.
  10. In Operator, select equals.
  11. In the field below, enter the exact name of a program session.
  12. At the bottom right, click Apply.

Appendix: 360Learning objects created in Salesforce

Users

Field name API name Type
360Learning User id lep360learning__User_id__c Text
360Learning creation date lep360learning__creation_date__c Date
360Learning user deletion date lep360learning__user_deletion_date__c

Date

Contacts

Field name API name Type
360Learning User id lep360learning__User_id__c Text
360Learning creation date lep360learning__creation_date__c Date
360Learning user deletion date lep360learning__user_deletion_date__c

Date

Leads

Field name API name Type
360Learning User id lep360learning__User_id__c Text
360Learning creation date lep360learning__creation_date__c Date
360Learning user deletion date lep360learning__user_deletion_date__c

Date

Session stats

Field name API name Type
360Learning First activity lep360learning__First_activity__c Date
360Learning Last activity lep360learning__Last_activity__c Date
360Learning Program session end date lep360learning__Program_session_end_date__c

Date

360Learning Program session id lep360learning__Program_session_id__c Text(255)
360Learning Program session name lep360learning__Program_session_name__c Text(255)
360Learning Program session start date lep360learning__Program_session_start_date__c Date
360Learning Program template id lep360learning__Program_template_id__c Text(255)
360Learning Program template name lep360learning__Program_template_name__c Text(255)
360Learning Progress lep360learning__Progress__c Percent(16, 2)
360Learning Score lep360learning__Score__c Percent(16, 2)
360Learning Time spent (seconds) lep360learning__Time_spent_seconds__c Number(18, 0)
360Learning User email lep360learning__User_email__c Text(255)
360Learning User id lep360learning__User_id__c Text(255)
360Learning Username lep360learning__User_name__c Text(255)
SF Contact lep360learning__SF_Contact__c Lookup(Contact)
SF Lead lep360learning__SF_Lead__c Lookup(Lead)
SF User lep360learning__SF_User__c Lookup(User)

Certifications

Field name API name Type
360Learning Certification date lep360learning__Certification_date__c Date
360Learning Certification id lep360learning__Certification_id__c Text(255)
360Learning Certification name lep360learning__Certification_name__c Text(255)
360Learning Program session id lep360learning__Program_session_id__c Text(255)
360Learning Program session name lep360learning__Program_session_name__c Text(255)
360Learning User email lep360learning__User_email__c Text(255)
360Learning User id lep360learning__User_id__c Text(255)
360Learning Username lep360learning__User_name__c Text(255)
SF Contact lep360learning__SF_Contact__c Lookup(Contact)
SF Lead lep360learning__SF_Lead__c Lookup(Lead)
SF User lep360learning__SF_User__c Lookup(User)

 

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