Use our Salesforce Integration to sync data from your Employee LMS to your Salesforce CRM!
Integration Overview
This integration creates 3 new custom SFDC objects in your Salesforce Instance and Out of the Box Dashboards and Reports.
Objects:
WorkRamp ELMS Assignments: An enrollment in an individual training (guide, resource, SCORM)
WorkRamp ELMS Events: A registration in an individual Event Session
WorkRamp ELMS Assignment Logs: A log of errors from DML operations on the WorkRamp ELMS Assignment Object (Note: This object is for tracking errors and is not used to measure ELMS performance).
Reports:
Created in the Folder "WorkRamp Employee LMS Reports
Average Score by Challenge
Average Score by Guide
Avg Guide Score by User
Challenges Awaiting Review
Completed Guides
Completion Rate by Challenge
Completion Rate by Guide
Events This Year Attendance Numbers
Guide + Challenge Completions This Year
Incomplete Assignments
New Assignments Created This Month
New Assignments Created THis Quarter
New Hire Assignment Completion
Overdue Guides
Dashboards:
Created in the Folder "WorkRamp Employee LMS Dashboards"
WorkRamp Enablement Admin Dashboard
WorkRamp Enablement Manager Dashboard
WorkRamp Content Performance Dashboard
You can use these objects to set up reports and dashboards. These objects are automatically associated with Salesforce accounts, contacts, and leads using the record's contact email domain. These objects can be accessed on those records as related lists.
The integration syncs daily at 5:10pm PT.
Install the Salesforce Integration
Head over to Settings > Integrations to set up the integration for your Employee LMS.
The user setting up the integration needs to be an Enterprise Admin. You can manage Enterprise Admins by heading to Employee Learning Cloud > Settings > Permissions.
Click Install Salesforce Package and follow the instructions after authenticating your Salesforce account.
After entering your login, you will be taken to the Install Page for the WorkRamp Managed Package. You can select who you want the package installed for. If you do not want all of the WorkRamp objects & fields visible to users, we recommend selecting "Install for Admins Only." Once the package is installed, you can update any permission settings for user profiles to grant access to additional users.
Once the package is installed, come back to WorkRamp to click "Enable" and click "Allow" on the SFDC access modal.
Important: To enable the integration, you must sign in to Salesforce with a user that has the required permissions. You can use an existing Salesforce administrator account or create a dedicated integration user (for example, "WorkRamp Integration User") with only the permissions needed for this integration.
If you create a dedicated integration user, it should be assigned the "Salesforce API Only System Integrations User" profile. In addition, assign the following permissions:
Approve Uninstalled Connected Apps
Bypass Validations
Password Never Expires
WorkRamp Objects – Modify All
The integration is now complete and your WorkRamp data will now begin syncing to SFDC. The sync will automatically run daily, but you can also force a sync as needed.
"Sync Now" will force a normal sync - this syncs any changed records since the last sync.
"Sync all records" will force a full sync - this will perform a full sync of all records.
Filter Settings: If you have any trainings that you do not want pushed to Salesforce, you can add Tags to the Filter Settings and that will prevent those records from pushing to SFDC.
Integration Details
The Salesforce Integration will create 3 Objects - WorkRamp ELMS Assignments, WorkRamp ELMS Events, and WorkRamp ELMS Assignment Logs. It will also create a new field on the User Object to track WorkRamp Groups for users. This integration does not create new User records, so any users in your Employee LMS that need to be measured in SFDC will need to have a SFDC license.
Video Walkthrough of SFDC Objects:
You can view the WorkRamp ELMS Objects by going to Setup >> Object Manager and search for WorkRamp.
WorkRamp ELMS Assignment
This object represents a single assignment for a single user. For example, when a user takes a 'Sales Enablement 101' guide. This object's fields include:
Field Name | API Name | Field Type |
Assigned Date | WorkRampApp__AssignedDate__c | Date |
Assigner Email | WorkRampApp__AssignerEmail__c | |
Assignment ID | WorkRampApp__AssignmentId__c | Text (External ID) |
Completion Date | WorkRampApp__CompletionDate__c | Date |
Created By | CreatedById | Lookup (User) |
Due Date | WorkRampApp__DueDate__c | Date |
Earned Points | WorkRampApp__EarnedPoints__c | Number (5,0) |
Grading Complete | WorkRampApp__GradingComplete__c | Checkbox |
Last Accessed | WorkRampApp__LastAccessed__c | Date/Time |
Last Modified By | LastModifiedById | Lookup (User) |
Learner | WorkRampApp__Learner__c | Lookup (User) |
Learner Deactivated | WorkRampApp__LearnerDeactivated__c | Checkbox |
Learner Email | WorkRampApp__LearnerEmail__c | |
Learner Groups | WorkRampApp__LearnerGroups__c | Long Text Area (100000) |
Learner Name | WorkRampApp__LearnerName__c | Text (128) |
Link | WorkRampApp__Link__c | Formula (text) |
Max Points | WorkRampApp__MaxPoints__c | Number (5,0) |
Name | Name | Text(80) |
Owner | OwnerId | Lookup (User/Group) |
Passed | WorkRampApp__Passed__c | Checkbox |
Percent Complete | WorkRampApp__PercentComplete__c | Percent (3, 0) |
Score | WorkRampApp__Score__c | Percent (3, 0) |
Tags | WorkRampApp__Tags__c | Text Area (255) |
Time Spent | WorkRampApp__TimeSpent__c | Number (18, 0) |
Training ID | WorkRampApp__TrainingId__c | Text (128) |
Training Type | WorkRampApp__TrainingType__c | Text (128) |
WorkRamp ELMS Events
This object represents a user registering for an Event Session. For example, when a User registers for an 'IT Security Awareness' event, this would get logged to this object. This Object's fields include:
Field Name | API Name | Field Type |
Created By | CreatedById | Lookup (User) |
Last Modified By | LastModifiedById | Lookup (User) |
Name | Name | Text(80) |
Owner | OwnerId | Lookup (User, Group) |
Event ID | WorkRampApp__EventId__c | Text (128) |
Event Name | WorkRampApp__EventName__c | Text (255) |
Attendee ID | WorkRampApp__AttendeeId__c | Text (255) (External ID) (Unique Case Sensitive) |
Session End Time | WorkRampApp__SessionEndTime__c | Date/Time |
Session ID | WorkRampApp__SessionId__c | Text (128) |
Learner Attended | WorkRampApp__LearnerAttended__c | Checkbox |
Learner Email | WorkRampApp__LearnerEmail__c | Text (255) |
Learner Groups | WorkRampApp__LearnerGroups__c | Long Text Area (100000) |
Learner ID | WorkRampApp__LearnerId__c | Number (18, 0) |
Learner Name | WorkRampApp__LearnerName__c | Text (255) |
Learner Reg Date | WorkRampApp__LearnerRegDate__c | Date/Time |
Session Start Time | WorkRampApp__SessionStartTime__c | Date/Time |
Session Title | WorkRampApp__SessionTitle__c | Text(255) |
Session Zoom Join URL | WorkRampApp__SessionZoomJoinUrl__c | Text(255) |
Session Zoom Meeting ID | WorkRampApp__SessionZoomMeetingId__c | Text(128) |
Session Zoom Start URL | WorkRampApp__SessionZoomStartUrl__c | Long Text Area (100000) |
Learner Reg Status | WorkRampApp__LearnerRegStatus__c | Text (255) |
WorkRamp Assignment Logs
This object represents a log of all errors and relevant information that descends from DML operations on the WorkRamp ELMS Assignment Custom Object. Note: This object is used to log errors and would not be an object to use to track your team's performance in the LMS. This Object's fields include:
Managed Package Field Name | API Name | Field Type |
Apex Class | WorkRampApp__Apex_Class__c | Text (255) |
Created By | CreatedByID | Lookup (User) |
Last Modified By | LastModifiedById | Lookup (User) |
Log Level | WorkRampApp__Log_Level__c | PickList |
Message | WorkRampApp__Message__c | Long Text Area |
Owner | OwnerID | Lookup (User,Group) |
WorkRamp Assignment | WorkRampApp__WorkRamp_Assignment__c | Lookup(WorkRamp ELMS Assignment) |
WorkRamp Assignment Log Name | Name | Text(80) |
User Object
This Salesforce integration will create and update a custom field on the User Object called WorkRamp Groups that will update with the User's current WorkRamp Group associations.
Field Name: WorkRamp Groups
API Name: WorkRampApp__WorkRampGroups__c
Field Type: Long Text Area
Reporting
The Employee LMS Salesforce Integration includes Custom Report Types and Out of the Box Reports and Dashboards to help get you started with reporting on WorkRamp data in SFDC.
Report Types
Standard Report Types
The Employee LMS Salesforce Objects will each have a Standard Report Type generated so you can build reports using the fields included in the given object.
For example, a WorkRamp ELMS Assignments Report would allow you to create a report showing all completed trainings for all learners in your organization this year.
Custom Report Types
This integration will also include 2 Custom Report Types to give more flexibility with reporting. These two reports (Users with WorkRamp Assignments and Users with WorkRamp Events) include the WorkRamp Objects with the User Object and will include any user(s) with 1+ WorkRamp Object (Assignment or Event) record. These report types allow you to add fields from the related user's record so you can include relevant data - for example, Manager Name, WorkRamp Groups, Department, or any other data on the User Object that is relevant for LMS reporting.
As an example, with the Users with WorkRamp Assignments Report Type, you could create a report that shows all assignments completed this year for any user who is included in the WorkRamp Group "AE Team."
Out of the Box Reports & Dashboards
The Employee LMS Salesforce Integration includes Dashboards and Reports pre-built to show how you can report on WorkRamp data in Salesforce. These dashboards and reports help to show a holistic view of how your users and content are performing in the ELMS. You can use these tools as they or use them as templates to build out further reporting for your team.
Video Walkthrough:
Reports:
Report Name | Report Type | Purpose |
Average Score by Challenge | Users with WorkRamp Assignments | Measure average user scores by challenge name |
Average Score by Guide | Users with WorkRamp Assignments | Measure average user scores by guide name |
Avg Guide Score by User | Users with WorkRamp Assignments | Measure average score for all guides completed by each user |
Challenges Awaiting Review | Users with WorkRamp Assignments | WorkRamp Challenges that are still awaiting manager review |
Completed Guides | Users with WorkRamp Assignments | Number of guides completed by users |
Completion Rate by Challenge | Users with WorkRamp Assignments | Number of guides completed by users |
Completion Rate by Guide | Users with WorkRamp Assignments | The Percentage of guides that have been completed vs all assigned guides |
Events This Year Attendance Numbers | Users with WorkRamp Events | The number of attendees associated with events sessions with a start date in this fiscal year |
Guide + Challenge Completions This Year | Users with WorkRamp Assignments | The number of completed guides and challenges in this fiscal year |
Incomplete Assignments | Users with WorkRamp Assignments | The number of assignments assigned to Active users that are due this week and are incomplete |
New Assignments Created This Month | Users with WorkRamp Assignments | The total number of newly created assignments this month |
New Assignments Created THis Quarter | Users with WorkRamp Assignments | The total number of newly created assignments this fiscal quarter |
New Hire Assignment Completion | Users with WorkRamp Assignments | The number of assignments that have been completed by users who were created this fiscal year. |
Overdue Guides | Users with WorkRamp Assignments | All guides assigned to active users that have a due date before TODAY that are not complete. |
Dashboards:
Dashboard Name | Purpose |
WorkRamp Enablement Admin Dashboard | This dashboard overviews performance of Teams in the LMS for a WorkRamp admin to view how their teams are performing at a high level. |
WorkRamp Enablement Manager Dashboard | This dashboard overviews the performance of individuals in the LMS for managers to review. This dashboard can be used as a template for individual managers to view how their direct reports are engaging with the LMS |
WorkRamp Content Performance Dashboard | This dashboard overviews how content in the LMS is being engaged with so admins can more easily assess how their team is using content they have curated in the LMS |