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Salesforce Integration

Salesforce is a two-way integration that is native to the EasyLlama Dashboard. It's easy to set up, and will sync Learners daily from Salesforce to your EasyLlama dashboard. You may also auto-assign and send course links to your Learners. To get started, follow the steps below.

Step 1. Add a Training Object

In Salesforce, go to the Object Manager, then click on Create > Custom object

Then create the "Training" object:

Step 2. Connect SalesForce with EasyLlama

Go to Settings > Integrations > Salesforce > Connect. Follow the instructions: 

Trainings endpoint name is the custom object configured above

Learners endpoint name is the type of user to pull from SalesForce, Contact or User

That's it! Congratulations - Your SalesForce account is now connected to EasyLlama! Learners will synchronize daily.

Fields that Sync

Salesforce

EasyLlama

Name

Name

Work email

Email

Mobile phone

Phone

Department

Department

Reports to

Manager

Mailing address

Region

Creation date

Start date

To ensure a successful sync:

Once you have set up your integration, you can adjust your settings for auto-assignment and other considerations. Please review Integration Settings for more information!