Disclaimer: This article describes the synchronization process and how to use the integration in detail. Please note, however, that the integration covers a large number of scenarios and it is not possible to list all of them here. If this documentation does not provide enough information for your specific case, please contact us via the Help Center.
Introduction
When the Salesforce application installation is over, Docebo is embedded into Salesforce. Besides synchronizing data, and having a learning platform available within your Salesforce org, embedding Docebo into Salesforce is also an efficient way of taking advantage of other Docebo functionalities without moving from one platform to the other.
When Docebo is embedded into Salesforce, two tabs are reserved for Docebo in Salesforce by default, both with Lightning and Classic experience: a tab for administrators and one for learners. These tabs have been named after their purpose, Docebo Admin and Docebo LMS.
This article will guide you on how to manage and configure these tabs, both in Lightning and Classic Experience. Before you start, please note that when you are embedding Docebo in Salesforce, during the user fields mapping procedure of the user synchronization process, make sure that the username attribute in use are the Salesforce usernames and not the Docebo usernames. Learn more on the synchronization of users between Docebo and Salesforce.
Please note:
- Users on Google Chrome version 83 and higher: In Google Chrome, since version 83, in order to embed Docebo while using the browser in Incognito mode, third-party cookies must be manually turned on (opens in a new tab).
- E-Commerce purchasing is disabled when Docebo is embedded in Salesforce.
- The Docebo platform user provisioning through the Salesforce embedded experience does not take the Update user information flag into consideration.
Use case scenario
When Docebo is embedded into Salesforce, you can use My Team to set up your org chart by creating associations and hierarchies, monitor your team members and identify their knowledge gaps, use catalogs from external content providers, and take advantage of informal learning to foster cooperation and collaboration in your company.
Docebo Admin tab
This tab is used for the management of a handful of Docebo administrative functionalities. Users not configured as Superadmins in Docebo will not be allowed to use this tab.
The left sidebar menu of Salesforce lists the following options:
- Global Search. Use the free text area to look for any type of content in the platform. Further information on the Global Search. Please note that you can look for courses and learning plans from the Salesforce search engine as well.
- Home. This is the page that opens every time you move to the Docebo Admin tab and allows you to run the data synchronization and to configure the integration settings.
- Notifications. Click on this option to access the Help Center of the platform. This area lists all the notifications sent to the Docebo Superadmin. This option is always visible for Superadmins and can be shown to other users in the Docebo tab by enabling the Show Notification into Menu toggle.
- Background Jobs. Click on this option to access the Docebo Background Jobs console. Background jobs are used in the synchronization process, it can be very useful to monitor this console to check the synchronization status.
- Go to My LMS. This option is a link to the not-embedded instance of the platform. Clicking on this link will redirect you to a new tab in your browser with a Docebo session already active for your user. This option is always visible for Superadmins and can be shown to other users in the Docebo tab by enabling the Show “Go to My LMS” into menu toggle.
As a Superadmin you can disable the mouse right-click usage in your platform to avoid users to open new instances of Docebo in other windows or tabs for the user currently logged into the platform. To do so, move to the Homepage of your Docebo Admin tab, select Embedder and switch off the toggle Disable mouse right-click usage when Docebo is embedded into Salesforce. Please note that disabling the mouse right-click means disabling all the available options of the mouse right-click feature for Docebo embedded into Salesforce, not for the non-embedded version of the platform.
Please note: Superadmin activities related to the management of courses, users, platform configuration, etc., must be carried out in a not-embedded instance of the platform.
Docebo LMS tab
This tab is for learners and gives them full access to the learner menu of the platform. From the learner's point of view, it makes no difference to use Docebo in a not-embedded instance and using it from Salesforce, besides the fact that they will not be allowed to buy courses from the embedded version of Docebo in Salesforce. The menu options available in the Docebo user menu will be listed in the left sidebar menu of the Docebo LMS tab in Salesforce. Users will have the same options as the ones they have in the non-embedded version of the platform.
You can additionally enable two extra options to allow users to access the Notifications page and to make the Go to My LMS link available to learners in the learner menu. Refer to the previous chapter for further information on how to enable them.
Please note that Salesforce users using Docebo embedded will be provisioned individually in the platform. The provisioning from Salesforce is active only when the Allow user provisioning via SFDC option is enabled in the Users Datasource configuration area, accessible from the Synchronization tab.
Lightning and Classic Communities
The integration between Docebo and Salesforce includes the support of Docebo in Salesforce Lightning and Classic Communities. Further details on Salesforce communities.
Configuring the tabs visibility - Lightning and Classic experience
After completing the installation of Salesforce, you need to configure the visibility of the Docebo Admin and the Docebo LMS tabs. Both on Classic and Lightning experience, access to the Salesforce Setup menu, in the Administration (Administer on Classic Experience) section, select User (Manage Users on Classic Experience) and then Profiles. Look for the System Administrator profile and click on Edit.
Next, move to the Custom Tab Settings section and set Docebo Admin and Docebo LMS to Default On. Set all the other options to Tab Hidden.
If you are interested in deep-linking in Lightning, set the Docebo Lightning option to Default On for SFDC users who access such tab, instead of Docebo LMS. Further information on deep-linking.
Further information on the tab visibility is available in the Salesforce Knowledge Base (opens in a new tab).
Configuring the tabs with maximized view - Classic experience
If you are using the Salesforce Classic Experience, you can take advantage of the maximized view mode for the Docebo LMS and the Docebo Admin tab, so that the tab header is not displayed and you can enjoy a full-screen experience. The maximized view mode can be used both for your Salesforce Org and for your Salesforce Communities.
In order to set up this configuration, you need to create a new tab, you cannot maximize the view of existing tabs. To do so, move to the Setup menu, then to the Build section of the left menu and select Create, and click on Tab. In the Visualforce Tabs section, click on New to create a new VisualForce tab. Select the DoceboLmsNoHeader Visualforce Page, then set a tab Tab Label, a Tab Name and a Tab Style and click Next. Make sure that the System Administrator and the Standard User profiles are associated with the VisualForce page and click Next. In the following page, make sure that the Docebo App is associated with the Lightning page you are creating and click on Save to terminate the creation process. The new Visualforce tab is now listed in the Visualforce Tabs section. Configure the tab visibility as described in the Configuring the Tabs Visibility - Lightning and Classic Experience chapter of this article.
If you want to apply the maximized view to a community, move back to the left menu and select Build, then Customize and Communities. Select All Communities. Now, create a new community as described in this article, and associate the Docebo No Header tab to it. It is not possible to associate the maximized view to an existing community.
Advanced configuration: renaming tabs
The installation package used for the Docebo for Salesforce integration includes two Visualforce tabs for the Classic Experience (Docebo Admin and Docebo LMS) and one Lightning Page tab (Docebo Lightning). These tabs cannot be deleted, since they are embedded in the installation package, and can be only edited as far as the Tab Style is concerned.
If you need to rename the Learner tab (Docebo LMS), you have to create a new tab and name it according to your needs. Here is how to do so, depending on the Salesforce experience you are using.
Classic experience
In order to create a new, branded tab when using the Classic Experience, move to the Setup menu, then to the Build section of the left menu and select Create, and click on Tab. In the Visualforce Tabs section, click on New to create a new VisualForce tab.
Select the DoceboLms[docebo_v3__DoceboLms] Visualforce Page, then set a tab Tab Label, a Tab Name according to the name you want to give to your branded tab, select and a Tab Style and click Next. Make sure that the System Administrator and the Standard User profiles are associated with the VisualForce page and click Next. In the following page, make sure that the Docebo App is associated with the Visualforce page you are creating and click on Save to terminate the creation process. The new Visualforce tab is now listed in the Visualforce Tabs section. Configure the tab visibility as described in the Configuring the Tabs Visibility - Lightning and Classic Experience chapter of this article, and remember to remove the visibility for the Docebo-branded tabs to hide them.
Lightning experience
In order to create a new, branded tab when using the Lighting Experience, move to the Setup menu, then to the Platform Tools section of the left menu, select User Interface, and click on Tabs. In the Lightning Page Tabs section, click on New to create a new Docebo Lightning tab.
Select the Docebo Lightning [docebo_v3__Docebo_Lightning] Lightning Page, then set a tab Tab Label, a Tab Name according to the name you want to give to your branded tab, select and a Tab Style and click Next. Make sure that the System Administrator and the Standard User profiles are associated with the VisualForce page and click Next. On the following page, make sure that the Docebo App is associated with the Lightning page you are creating and click on Save to terminate the creation process.
The new Lightning tab is now listed in the Lightning Page Tabs section. Configure the tab visibility as described in the Configuring the Tabs Visibility - Lightning and Classic Experience chapter of this article, and remember to remove the visibility for the Docebo-branded tabs to hide them.
Best practices
Browsers
Please remember the following information when embedding Docebo into Salesforce:
- The Docebo embedded feature is optimized for Chrome, Firefox, Safari and Microsoft Edge
- When using Safari, remember to keep it updated to the last version and to disable the Prevent cross-site tracking option (go to Preferences → Privacy). Disabling this option does not expose users to any security issue (Prevent cross-site tracking in Safari on Mac - opens in a new tab). If enabled it just prevents third-party sites to collect your web browsing data.
Clickjacking
If you have enabled the clickjacking prevention option in the Platform Advanced Settings, when embedding Docebo into Salesforce, remember to place the URL of your platform on the allow list, together with the following URLs:
https://*.docebo.cloudhttps://*.salesforce.comhttps://*.force.com
Tips and tricks
If the Docebo embedded tabs cannot load, make sure that both the Allow user provisioning via SFDC and the Update information for existing records options are selected in the Import Options section of the users' synchronization configuration panel.