This article will help you in configuring the synchronization of courses, sessions, and learning plan data between Docebo and Salesforce so that both systems are aligned and synchronized.
The data master for courses, sessions, and learning plans data is Docebo. This data is always synchronized from Docebo to Salesforce, not the other way round. Please note that the synchronization process includes course data, and does not include the training material.
In order to configure the synchronization process, after installing the Salesforce package, move to the Admin Menu from the gear icon, find the Salesforce section, and press Manage.
Move to the Synchronization tab. The Sync Courses, Sessions and Learning Plans section of this tab is used to configure the synchronization of this data.
Please note that, when running the synchronization for the first time, it is not possible to synchronize Courses, Sessions and Learning Plans if the users' synchronization has not been properly configured and successfully run.
Configuring Courses’ Synchronization from Docebo to Salesforce
The Sync Courses, Sessions and Learning Plans section of the Synchronization tab is used to configure the synchronization of courses, sessions and learning plans from Docebo to Salesforce.
Enable the Courses toggle and click on Configure. From the right panel select whether to configure:
- All Courses. Select this option to synchronize data for all the courses available in the platform.
- Course Categories. Select this option to limit the synchronization to selected course categories. Choose one or more categories from the list by selecting the folders close to the category name, or use the search text area to look for a specific category. When this option is selected, learning plans will not be imported, only courses will be imported.
- Course Catalogs. Select this option to limit the synchronization to selected catalogs. Select one or more catalogs from the list or use the search text area to look for a specific catalog. When this option is selected, the synchronization process will include all the courses and all the learning plans in the catalog. Please note that if a learning plan includes courses that are not included in the catalog, they will be imported as well so that the completion rate of a learning plan is calculated on the basis of all the courses assigned to it.
The maximum length for the learning plan name in the Salesforce system field (LearningPlan -> Name field) is 80 characters. When this limit is exceeded, learning plan names are cut by the synchronization process. However, the full learning plan name is stored in the docebo_v3_name_c field of the LearningPlan Custom Object.
When ready, click on Confirm to go back to the Synchronization tab and launch the synchronization.
Running the Synchronization
The course synchronization is run in real-time by default, on an event basis. The events are related to the creation, update or deletion of a course, session or learning plan. This means that, for example, when a learner achieves a goal within a course (for example, they terminate a session or execute a test), the course data is synchronized.
This synchronization is thus incremental. You can manually run a complete synchronization at any time from the Synchronization tab of the Salesforce configuration page, Sync Courses, Sessions and Learning Plans area. A background job will be started for every entity you are importing (one for courses, one for learning plans, one for sessions).
You can stop the synchronization at any time while it is running. Click the ellipsis button in the Sync Courses, Sessions and Learning Plans box and select Stop Synchronization. In order to re-launch the synchronization, click the ellipsis button again, and select Resynchronization. The synchronization will restart from scratch, it will not restart from where you left off.
Once the synchronization is over, the Synchronization Status will be shown in the right section of the Sync Courses, Sessions and Learning Plans area. If the synchronization process fails or ends with errors, click on the View Logs button to move to the Logs section of the Salesforce configuration page that will open on the event generating the synchronization error or the failure. Further information on synchronization logs.
Please note that the right section of the Sync Courses, Sessions and Learning Plans area is enabled only after the users' synchronization has been properly configured and successfully run.
After the first synchronization, the timestamp of the last synchronization, together with the number of imported courses will be displayed on the right side of the Sync Courses, Sessions and Learning Plans area.
After the first synchronization, the Start button will no longer be available but you can run the synchronization again at any time, by clicking on the ellipsis button under the number of imported courses and selecting Resynchronize. Remind that since this type of synchronization is executed in real-time (on event-basis), the Resynchronize option is used to resynchronize all data.
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.