Display learning suggestions from 360Learning in Salesforce

  • Updated

You can display 360Learning widgets in specific Salesforce pages (such as Opportunity pages), that will suggest content based on the value of a field in your page.

For instance, if you link the widget to your field "Competitors", and the value for that field in your page is "Acme", the widget will show you the four most relevant search results in 360Learning for "Acme".

You can also manually search for content in 360Learning directly from the widget, via a search field.

Step 1: add your 360Learning URL to the CSP trusted sites in Salesforce

This will allow the package to retrieve info from your 360Learning platform without being blocked by Salesforce.

Learn more about managing CSP trusted sites in Salesforce’s official documentation ↗.

  1. Connect to Salesforce with an admin account.
  2. At the top right, click the gear icon, and select Setup.
  3. On the top left, in the Quick Find search box, enter « CSP » and select CSP Trusted Sites.
  4. At the top of the table, click New Trusted Site.
  5. In Trusted Site Name, enter the name of your 360Learning platform (replace spaces with underscores).
  6. In Trusted Site URL, enter the URL of your 360Learning platform.
  7. In the section CSP Directives, check Allow site for connect-src, and uncheck Allow site for img-src.
  8. At the bottom, click Save.

Step 2: install the 360Learning package in Salesforce

We recommend you to install the package on your Salesforce sandbox environment first. When you’ve performed all your tests and are happy with the setup, install and configure the package in your production environment.

  1. Connect to Salesforce with an admin account.
  2. Click on the following link:
  3. Select Install for All Users.
    • If you wish for learning content to be suggested to Salesforce admins only, or specific profiles, select Install for Admins Only or Install for Specific Profiles….
  4. Since the 360Learning app isn’t part of Salesforce’s AppExchange Partner Program, check the option I acknowledge….
  5. 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_App_Prod.

Step 3: configure the Salesforce page

The suggested learning content section can be displayed in various pages in Salesforce. We recommend adding it to the Opportunity page.

  1. Connect to Salesforce with an admin account.
  2. At the top right of the page where you want to add the section (for instance: an Opportunity page), click the gear icon, and select Edit page.
  3. In the left sidebar, in the section Custom, look for the components 360Learning and 360Learning Administration.
    • You can filter on the term 360 in the search field, or collapse the section Standard to display only the section Custom.
  4. Drag and drop both components somewhere in your page (we recommend the right side of the page).

Step 4: filter the admin component

Configure the component 360Learning Administration, so that it is only visible for Salesforce admins.

This requires that you can easily filter admins in your user list (for instance: have « admin » in their name, or a specific field in their user profile).

  1. Click on the component 360Learning Administration.
  2. In the right sidebar, click the button + Add Filter.
  3. In Filter Type, select Advanced.
  4. In Field, click Select.
  5. Select the field that you use to identify admins (for instance: User > Last name).
  6. Select the operator and value (for instance: Contains "admin").
  7. At the bottom right, click Done.
  8. At the top right of the page, click Save.
  9. At the top left, click Back.

Step 5: configure the admin component

  1. Open a page where the admin component is displayed, with an account that can see it (depending on the conditions added in the previous section).
  2. In Tenant URL, enter to your 360learning URL.
  3. In Competitor field, enter the API name of the field in the current page that should be used to search for learning content in 360Learning.
    • For example, enter MainCompetitor_c if you want to show all courses, programs and paths from your 360Learning platform containing the value of the field whose API name is MainCompetitor_c.
    • You can check the API name of a specific field in your page by opening your Object Manager in Salesforce (see Salesforce’s official documentation ↗).
Check out our blog for more L&D resources.

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