Introduction
The integration between Docebo and Salesforce requires a one-time installation procedure and an initial configuration of data synchronization. Synchronization is later carried out as a daily procedure or can be scheduled according to your needs.
This article will guide you through the installation procedure and will provide you with the necessary information on pre-requisites and security requirements for this integration.
Please note that images and videos shown in Docebo Knowledge Base articles for Salesforce are in the Lightning experience mode.
Pre-Installation Notes
Here is what you need to know before installing the Salesforce app in Docebo:
- Make sure that the Admin user running the Salesforce installation in Docebo is also an Admin user in the Salesforce user database: usernames MUST be the same in both systems. If you cannot use the same username on both systems (in the case of SSO federated scenarios, for example), we suggest that you create a non-federated Superadmin user in Docebo to complete the installation procedure
- The Admin user profile that set up the integration, both in Salesforce and in Docebo, must never be deleted or demoted. Deleting, demoting, or disabling the user profile that set up the integration in either system will result in the integration no longer working. We suggest you create a user dedicated to the Salesforce installation in both systems. The Docebo user must be an active Superadmin. The Salesforce user must have installation permissions and a profile with minimum security requirements (as described in the Minimum User Security Requirements chapter of this article)
- When integrating Docebo with Salesforce, nine Salesforce custom objects will be instanced for Docebo. Data stored in these custom objects will be used for user provisioning, synchronization and for Salesforce reports. Find out more.
- When Docebo is embedded in Salesforce, two Salesforce tabs will be dedicated to Docebo. One tab is for Superadmins, and one for learners. These tabs have been named after their purpose: Docebo Admin and Docebo LMS.
Activating the App in Docebo
To activate the Salesforce app in your LMS you need to contact Docebo via the Communication Center or work with your Solutions Deployment Manager. Log into your platform as the Superadmin, then access the
Admin Menu from the
gear icon in the top right corner of the homepage. At the top of the Admin Menu, press the
Add New Apps button, the reach the
Third Party Integrations tab.

Find the
Salesforce App in the list of apps and click
Contact Us. You will be redirected to the platform Communication Center.
Activating Your Salesforce Installation
After activating the Salesforce App, access your
Admin Menu from the
gear icon, find the
Salesforce section, and press
Manage. On the
Salesforce Configuration page, insert the URL of your Salesforce org. To retrieve the URL of your Salesforce org, connect to your Salesforce developer account, click on the
Setup icon in the top right corner, move to the
Settings section of the left side menu, select
Company Settings, and finally the
My Domain option.
If your domain name has already been configured, it is displayed in the
Your domain name is field. If you do not have a domain name, then create it from scratch.

It is possible to use the domain name automatically attributed by Salesforce to your org (displayed in your internet browser), but we highly suggest you customize it. While it’s rare that you run into problems during your integration (and in the case that you do, Docebo can still identify you easily), customizing your Domain Name is a great way to save a few minutes in the troubleshooting process, as it allows Docebo to quickly identify you by the Domain Name only. Refer to
this article in the Salesforce Knowledge Base for further information on how to customize your domain.
Insert the domain name in the dedicated area of the Salesforce Configuration page, and copy the
Secret Key automatically generated by your platform. You will be asked to enter the
Secret Key later on, during the Salesforce Installation Activation procedure. As an option, you can select the
Sandbox Mode option to link your integration to the sandbox org instead of the production org.
Please note that if you are using a sandbox, and you do not flag this option, or if the Salesforce URL is not correct, the Salesforce List Views will not be loaded during configuration of the user synchronization. Click
Activate. You will then be redirected to the Salesforce package installation page. Please note that the
Activate button is active only after inserting your Salesforce platform URL.

Once on Salesforce, select the types of users for which you would like to install the Docebo App (if in doubt, select
Install for All Users) and check the components that will be installed by clicking
View Components in the
Additional Details section. Click on
Install to proceed. Please note that the app version name and the app version number may be different from the ones shown in this article.
The installation will continue running, a message will inform you when the installation procedure is over. Click
Done to go back to your Salesforce org. Should the installation take longer than expected, you will be informed via email when the installation is complete.
Finalizing Your Salesforce Installation
When the Docebo App installation is completed, you need to finalize it. If not automatically redirected to the
Installed Packages section, click on the
Setup icon in the top right corner, move to the
Platform Tools section of the left side menu, select
App and, finally,
Installed Packages. Check that Docebo is listed in the
Installed Packages section of the page. You can check what is included in the Docebo package you have just installed by clicking on the Docebo link under the
Package Name and clicking
View Components and
View Dependencies.
Configure the visibility of Docebo in Salesforce for your users so that users are not allowed to auto-authorize themselves to connect to Docebo, but they need the Admin authorization. Still, in the
Platform Tools section of the left side menu, select
App, then
Connected Apps and
Manage Connected Apps. Select
Docebo from the list of connected apps, then click on
Edit Policies. Set the
Permitted Users option value to
Admin approved users are pre-authorized. Click
Save. On the next page, move to the
Profile related list and define the users’ profiles that will be able to access the platform. This last step ensures that you as an admin and other users in Salesforce can use the application.

Go to the Applications page, select Docebo and insert the URL of your Docebo platform, then paste the
Secret Key automatically generated by your platform. When the installation is completed, the
Secret Key value will always be accessible in the
Settings tab of the
Salesforce section of the
Admin Menu. Move to the
Docebo tab, Press
Activate to complete the installation process.

You will now be logged in the Docebo App in Salesforce, with the Salesforce Admin user, who is also a Docebo Superadmin. You can now start configuring the synchronization between Salesforce and Docebo.
To do so, access your
Admin Menu from the
gear icon, find the
Salesforce section, and press
Manage. When the Salesforce package installation is over, this settings page displays five tabs, each one managing different aspects of the integration. You can now start synchronizing
users,
courses and
enrollments.
Configuring the Tabs Visibility
If you are planning to use Docebo embedded into Salesforce, you need to configure the tab visibility for users. Refer to
this article for instructions on how to do it.
Changing the Salesforce Org URL
You can change the Salesforce Org URL at any time. After the installation process is complete, access your
Admin Menu from the
gear icon, find the
Salesforce section, and press
Manage. Move to the
Settings tab, type the new URL in the
URL field, then press
Update to confirm your changes and start the installation process for the new domain.
Please note: When the Salesforce Org URL is changed, data is not removed from Docebo, nor from Salesforce. The integration will simply point to a different Salesforce Org.
Resetting Your Salesforce Configuration
Resetting your Salesforce configuration means deleting the integration between Docebo and Salesforce as well as all the synchronized data in Docebo, including the SFDC_ID and SFDC_type additional fields. You will then be able to integrate with a different Salesforce environment or restart the current integration from scratch.
In order to reset your Salesforce configuration, access your
Admin Menu from the
gear icon, find the Salesforce section, and click on
Manage.

Move to the
Settings tab, and click on
Reset in the
Reset area. Confirm you intend to proceed in the pop-up box, clicking on the
Reset button again.
Minimum User Security Requirements
When the installation of the Salesforce package is completed, the Salesforce user profile of the users performing the installation can be restricted. Connect to Salesforce, move to the
Administration section of the left side menu, select
Users and
Profile. Then, identify the profile and press
Edit. Configure now the profile according to this list of the minimum user requirements needed for the users managing the integration between Docebo and Salesforce, as described hereafter:
1. Salesforce user profiles must have the Docebo App and any Docebo package components assigned
2. In the
Connected App section, Docebo must be selected
3. In the
Administrative Permission section, flag the following permissions:
Apex REST Services,
API Enabled and
View All Users
4. In the
Standard Object Permissions section, set the
Read access to
Account and
Contacts objects. As an option, it is possible to set
Read and
View All. If you set
Read, the user profile will see only a subset of records due to Sharing Rules configured in Salesforce Org. If you set
Read and
View All, the user profile will have read access to any object records regardless of Sharing Rules configured in Salesforce Org.
5. In the
Custom Object Permissions section, set the
Modify All access to on
all SFDC v3 data model custom objects