Embed 360Learning in Salesforce

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.
   • It should be either https://yourcompanyname.360learning.com or your fully customized domain.
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: allow Salesforce to display an embed of your 360Learning platform

Send an email to your SA or CSP with your Salesforce URL.

Once we confirm that you have been whitelisted, you can continue to step 3.

Step 3: add your 360Learning platform as a Web tab to Salesforce

See the official documentation for adding Web tabs in Salesforce ↗. Below is an adapted version, for 360Learning.

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, search for the menu Tabs and select it.
3. Scroll down to the section Web Tabs.
4. At the top of the table, click New.
5. Choose Full page width, and click Next.
6. In Tab Type, select URL.
7. In Tab Label, enter the name of your platform (this is what will be displayed as the tab title).
8. In Tab Name, enter a unique identifier for the tab (this will be used by Salesforce’s API).
9. In Tab Style, select an icon for the tab.
10. In Content Frame Height (pixels), select the height of the Iframe. We recommend a minimum of 1000 pixels.
11. Click Next.
12. In Button or Link URL, enter the URL for your 360Learning platform.
13. If you want to allow only certain user profiles to see the tab, select Apply a different tab visibility for each profile and then change the Tab Visibility for each of them. Otherwise, click Next.
14. If you want to customize for which custom apps will the tab be available, check and uncheck the corresponding apps. Otherwise, click Save.
15. Go back to the homepage, you should now see your tab.