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Introduction to Docebo for Salesforce

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Introduction

Docebo for Salesforce is an integration between the Docebo learning platform and Salesforce CRM that allows the Salesforce admin to embed an AI-powered learning experience via the Docebo native app for the company sellers directly where they’re already working, in Salesforce. With Docebo for Salesforce, learners are provided with the opportunity to inject AI-powered social learning in their CRM, supporting how they learn on-the-job every day: through interactive tasks and experiences rather than formal courses and training. Get the best from the integration in four steps:

Install
Install the Salesforce app in Docebo and run the installation procedure following the guided steps. When the installation procedure is over, Docebo is embedded into Salesforce.
Synchronize
Synchronize users, courses, learning plans and enrollments between the two systems from the Salesforce area in Docebo. From now on, existing Salesforce users are provisioned and available in Docebo.
Monitor the synchronization
After the first synchronization, schedule the synchronization or run it again manually, whenever needed. Synchronization results are available in the Salesforce area in Docebo, and, in case of errors, you can check the logs to easily identify what you need to do to avoid the error again.
Learn from within Salesforce

It’s now time for users to start learning about the company selling strategies or the product they are selling directly in Salesforce. No need to look elsewhere, just switch over to the Docebo (or white-labeled) tab, engage in AI-powered social learning. The integration with Salesforce V3 (both Classic and Lightning experiences) allows you to configure one Salesforce Org per platform.

Tip: At present, the integration is available only for the desktop version of the platform, it is not supported on mobile.

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Use cases

Docebo for Salesforce opens your company to new scenarios and to new possibilities:

Internal sales enablement: Enable sales at scale
Enabling your sales team to increase the average deal size and improve win rates. Make your sales onboarding process effective and efficient. Provide key information about product and positioning, and offer continuous learning opportunities for your entire sales force, through Salesforce.
External partner enablement: Power your partner channel
Measure the performance of your channel partnerships by tying training and certification programs to sales metrics. Create custom reports and dashboards from or in Salesforce using completion data from Docebo.
External customer success: Increase adoption and renewal of your product
Increase renewals and reduce customer churn. Provide your customers with the best learning experiences that boost customer success, create new net promoters, increase customer lifetime value, nurture your champions, prevent churn, upsell, and cross-sell.
External learning content sales: Generate revenue streams with your content
Sell your online courses to worldwide audiences, generating an additional revenue stream for your learning content. Create, sell and deliver online courses, catalogs, bundles, and subscriptions that are easy to browse, evaluate, and buy online.
External learning content sales: Measure sales performance for content business
Measure the performance of your training content sales business. By integrating Salesforce and Docebo, you now have the data to make data-driven, informed decisions that improve your bottom line.

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Let’s get started

Start by installing the Salesforce app, then synchronize your data. The Docebo knowledge base provides you with full support during the procedure. Here are the links to all the articles related to Salesforce:

Installing the Salesforce app in Docebo
A guide through the installation procedure and will provide you will all the necessary information on the prerequisites and the security requirements of this integration.
Synchronizing users from Salesforce to Docebo
Configure the synchronization of users, contacts and Salesforce custom objects from Salesforce to Docebo.
Synchronizing courses from Docebo to Salesforce
Configure the synchronization of courses, sessions, and learning plans data between Docebo and Salesforce, so that both systems are aligned and synchronized.
Synchronizing enrollments from Docebo to Salesforce
Configure the synchronization of enrollment data between Docebo and Salesforce, so that both systems are aligned and synchronized.
Checking Salesforce logs in Docebo
All the activities related to the configuration and the synchronization between Docebo and Salesforce are logged in the platform. Learn how to extract the information you need from them.
Using Docebo embedded into Salesforce
When the Salesforce application installation is over, Docebo is embedded into Salesforce. Learn how to configure the tab's visibility, how to use the Docebo Admin and the Docebo LMS tabs
Embedding Docebo in Salesforce communities
The integration between Docebo and Salesforce includes the support of Docebo in Salesforce Lightning and Classic Communities.
Configuring Salesforce notifications
The data synchronization between Salesforce and Docebo is a daily process, and configuring dedicated notifications can help monitor this activity.
Salesforce V3 data model
Learn more about the Salesforce custom objects involved in the integration with Docebo.

Important notes:

  • For items synchronized, changes or additions made in Salesforce (such as to courses or enrollments) will not be synchronized back to Docebo.
  • The integration with Salesforce V2 reached its end of life on November 5, 2019.

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Related articles

The following articles are useful for finding information on configuring, maintaining and using various aspects of Docebo for Salesforce:

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