Zum Hauptinhalt gehen

Docebo Hilfe

Wie können wir helfen?

Configuring Salesforce notifications

Zuletzt aktualisiert
Docebo-Modul
Lesezeit
Benutzerlevel
  • Administrators

Introduction

The data synchronization between Salesforce and Docebo is a daily process, and configuring dedicated notifications can help in monitoring this activity. This article is a guide to the available notifications, and to how to configure them. Notifications are a summary of the synchronization process, they do not provide details about the errors occurred. Please refer to the Logs section for detailed information on synchronization errors.

Please note: Salesforce notifications are part of the Salesforce integration, and they are not managed by the Docebo Notification App.

Enabling notifications for the synchronization process

Access the Admin menu from the gear icon, find the Salesforce section, and press Manage. Move to the Notifications tab. This area lists the available notifications for Salesforce.

First, in the Recipients area, type the email addresses of the people you would like to notify. You can add up to ten recipients.

Tip: You can use distribution lists to notify more users at a time. Both internal and external email addresses (email addresses of users not registered in the Docebo platform) can be added in this area.

Please note:
  • Since users will be notified via email, make sure your users have a valid email address associated to their accounts before setting up a notification system.
  • The recipients will receive all the notifications enabled in the Events area, it is not possible to send different notifications to different recipients.

The email is sent by the Docebo Superadmin email address. In the Events area, activate the notifications by switching on the corresponding toggle:

Toggle name Description
Synchronization Error

Notifies recipients every time there is an error in the sync process between Salesforce and your Docebo platform.

Notification contents:

  • platform name
  • error timestamp
  • error details
Imported Users Summary

Every time a scheduled import of Salesforce users is completed, notifies recipients of the total number of created or updated users.

Notification contents:

  • platform name
  • event timestamp
  • number of new users
  • number of updated users
  • number of errors occurred during the synchronization

Notification structure:

LMS Platform: integration03.dev.docebo.cloud
Sync Date & Time: 30th Nov 2018 14:12 (EET)
6 Total users
0 new users added
5 existing user(s) updated
1 error(s) occurred
Imported Contacts Summary

Every time a scheduled import of Salesforce contacts is completed, notifies recipients of the total number of created or updated contacts.

Notification contents:

  • platform name
  • event timestamp
  • number of new users
  • number of updated users
  • number of errors occurred during the synchronization
Imported Custom Objects Summary

Every time a scheduled import of Salesforce custom objects is completed, notifies recipients of the total number of created or updated users.

Notification contents:

  • platform name
  • event timestamp
  • number of new users
  • number of updated users
  • number of errors occurred during the synchronization
Courses Sync Summary

Every time a scheduled synchronization of courses is completed, notifies recipients of the total number of newly created and updated courses.

Notification contents:

  • platform name
  • event timestamp
  • number of learning plans
  • number of new learning plans
  • number of updated learning plans
  • number of errors occurred during the learning plan synchronization
  • number of courses
  • number of new courses
  • number of updated courses
  • number of errors occurred during the courses synchronization
  • number of webinar sessions
  • number of new webinar sessions
  • number of webinar sessions updated
  • number of errors occurred during the webinar session synchronization
  • number of ILT sessions
  • number of new ILT sessions
  • number of updated ILT sessions
  • number of errors occurred during the ILT session synchronization

Notification structure:

LMS Platform: integration03.dev.docebo.cloud
Sync Date & Time: 30th Nov 2018 16:49 (EET)
10 Total Learning Plans
0 New Learning Plans added
10 Existing Learning Plan(s) updated
0 Error(s)
182 Total Courses
0 New Courses added
181 Existing Course(s) updated
1 Error(s)
70 Webinar Sessions
0 Webinar Sessions added
70 Existing Session(s) updated
0 Error(s)
53 ILT Sessions
0 ILT Sessions added
53 Existing Session(s) updated
0 Error(s)
Enrollments Sync Summary

Every time a scheduled synchronization of enrollments is completed, notifies recipients of the total number of newly created and updated enrollments.

Notification contents:

  • platform name
  • event timestamp
  • number of enrollments in learning plans
  • number of new enrollments in learning plans
  • number of updated enrollments in learning plans
  • number of errors occurred during the enrollments in learning plans synchronization
  • number of enrollments in courses
  • number of new enrollments in courses
  • number of updated enrollments in courses
  • number of errors occurred during the enrollments in courses synchronization
  • number of enrollments in webinar sessions
  • number of new enrollments in webinar sessions
  • number of enrollments in webinar sessions updated
  • number of errors occurred during the enrollments in webinar sessions synchronization
  • number of enrollments in ILT sessions
  • number of new enrollments in ILT sessions
  • number of updated enrollments in ILT sessions
  • number of errors occurred during the enrollments in ILT sessions synchronization

Notification structure:

LMS Platform: integration03.dev.docebo.cloud
Sync Date & Time: 30th Nov 2018 17:34 (EET)
6 Total Learning Plans
0 New Learning Plans added
0 Existing Learning Plan(s) updated
6 Error(s)
41 Total Courses
0 New Courses added
41 Existing Course(s) updated
0 Error(s)
2 Webinar Sessions
0 Webinar Sessions added
2 Existing Session(s) updated
0 Error(s)
0 ILT Sessions
0 ILT Sessions added
0 Existing Session(s) updated
0 Error(s)