Salesforce
Overview
Our Salesforce integration allows you to access the platform from within Salesforce, where you can see course information, administer your portal, and add existing Salesforce users or contacts into your portal.
Installation
To start using the Salesforce app, go to Admin/App center and install the app.
The Salesforce app is currently not on AppExchange, but it's invitation-based. You can install it by accessing this link, or by clicking the "Install MATRIX Salesforce app" link in the Admin/Salesforce area. Please note you will need a Salesforce account to access the link.
Notes:
- Because it's using Apex classes, the app is only available on the following Salesforce editions: Enterprise, Unlimited, Force.com, Developer, Performance.
- Only portals with .matrixlms.com subdomains will be able to access the app, custom domains are not currently supported.
- SSL is mandatory (Admin / Portal).
- Make sure you are logged out of your portal before installing the Salesforce app.
Configuration
Firstly, after the installation of the MATRIX app, you will have to assign MATRIX page layouts to add the MATRIX widgets to the Home Page, Contact page, and User page.
Using the Salesforce Classic layout is recommended since it makes it easier to find the MATRIX App. You can switch to the classic layout in the profile dropdown.
To do this, please go to Setup and in the "Quick Find / Search" field enter "Page Layout".
From the search results, click on "Home Page layouts".
Then click on the "Page layout Assignment".
Click on the "Edit Assignment" button.
Find the "Standard User" and "System Administrator" fields and set them to "MATRIX Home" then click Save.
After saving your settings, go to the search results and click "Page layouts" under Contacts.
Click on "Page layout Assignment".
Then click the "Edit Assignment" button.
Find and click on the "System Administrator" field then select "Contact Layout (Installed Package: MATRIX)" option from the "Page Layout To Use" dropdown and click Save.
After saving the new settings, go to the search results and click "Page Layouts" under Users.
Click on "Page layout Assignment".
Then click the "Edit Assignment" button.
Find and click on the "System Administrator" field then select "User Layout (Installed Package: MATRIX)" option from the "Page Layout To Use" dropdown and click Save.
When you finished configuring the Page Layout settings, click on Content in the top right corner.
Click on MATRIX from the dropdown to open the MATRIX interface.
You will see the default app with two tabs: Home and MATRIX. To connect your account to your Salesforce account, you will need to log into your administrator account from the MATRIX tab.
Please enter your portal name or URL, then select your portal from the list of results, if needed. On the next screen, you will be able to log in.
After logging in, you will see the familiar LMS interface, where you have access to all the features of the LMS.
Home page widget
If you go to the Home tab (which is a general tab accessible in all apps), you will see a new widget "Courses" with your course information. Please note that the widget is read-only, any changes need to be done inside the MATRIX tab.
User profile and Contact profile widget
In addition to viewing course information, as an administrator, you can add existing Salesforce users or contacts into your MATRIX portal. Once you add users to the platform, you will be able to see their course progress from the platform widget inside their Salesforce profile page.
To add contacts, click on Sales form the top-right corner.
Go to the Contacts tab and click New.
Fill in the form with the contact details and click Save. Please note that it is important to add the email address of the contact.
After creating the contact the "Add to MATRIX" option will appear.
If the e-mail address is matching with one of the users from the portal, the contact will be added and you will see its courses. They will receive their username and password via email.
After reloading the page, you will see the "Courses" widget, but since the user is not enrolled in any courses you won't see any course information. You can easily go to the MATRIX tab and enroll the user into a course, then you will see the updated information in the widget.
Adding users to MATRIX is an identical process. To access a user’s profile page, please go to Setup/Manage Users/Users, then select a user or create a new one. The next time users log into Salesforce, they will also have access to the MATRIX tab and see the Home page widget with course information.
Contacts can also log into Salesforce if you enable the Customer Portal for them. More information on getting started with Salesforce is here.
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