Build Salesforce reports with 360Learning statistics

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 for your platform.

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

• If you don’t see Settings in the left sidebar, replace the first step with:
  1. In the left sidebar, click on the platform group (the one with the golden crown).
  2. At the top right of the main section, click Settings.

1. In the left sidebar, hover over the platform group (the one with the golden crown), then click Settings.
2. In the left column, click Integrations.

There should be a tile named Salesforce.

Step 2: Install the package

• If you don’t see Settings in the left sidebar, replace the first step with:
  1. In the left sidebar, click on the platform group (the one with the golden crown).
  2. At the top right of the main section, click Settings.

1. In the left sidebar, hover over the platform group (the one with the golden crown), then click Settings.
2. In the left column, click Integrations.
3. Click on the tile Salesforce.
4. In the dropdown menu, select the Salesforce environment where you want to install the app
   • Production: this will install the app on your production environment (https://login.salesforce.com/).
   • Sandbox: this will install the app on your test environment (https://test.salesforce.com/).
5. Click Install the package.
6. Connect with an admin account to the Salesforce environment.
7. Select Install for Admins Only.
8. Since the 360Learning app isn’t part of Salesforce’s AppExchange Partner Program, check the option I acknowledge....
9. 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 that 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

• If you don’t see Settings in the left sidebar, replace the first step with:
  1. In the left sidebar, click on the platform group (the one with the golden crown).
  2. At the top right of the main section, click Settings.

1. In the left sidebar of your 360Learning platform, hover over the platform group (the one with the golden crown), then click Settings.
2. Go back to the Integrations menu.
3. Click Enable the Salesforce connector.
4. Connect with the Salesforce admin account again (the same as for the previous step)
5. 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. To filter on 360Learning reports, enter "360Learning" in the Report Type search bar.
3. Click 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: Create a report in Salesforce with statistics for a specific path session in 360Learning

1. In Salesforce, from the reports tab, click New Report.
2. In the Report Type search bar, enter "360Learning".
3. Click 360Learning Path 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 Path session name
   • 360Learning User name
   • 360Learning Path session completed at
   • 360Learning Path time spent (seconds)
   • 360Learning Path session progress
   • 360Learning Path session score
5. In the left sidebar, in the section Columns, remove the original field (called 360Learning Path Session Stat: 360Learning Path Session Stat).
6. Optional: 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 Path session name.
10. In Operator, select equals.
11. In the field below, enter the exact name of a path session.
12. At the bottom right, click Apply.

Appendix: 360Learning objects created in Salesforce

Users

Contacts

Leads

Path session stats

Path certifications

Program session stats

Program certifications