Install Salesforce Package

Overview

Captivate Prime offers a Salesforce App package. Once installed and configured in SFDC, sales employees can perform their training activities within the SFDC portal. This app allows SFDC users to explore new trainings, view recommendations and consume them right inside the SFDC portal. Users also get the announcements sent by Administrators in the form of mastheads right inside the app within the SFDC portal.  

Set up in Captivate Prime app

1. Log in to your Captivate Prime Admin account as Integration Admin.
2. Click Applications > Featured Apps.
3. Click Salesforce.
4. On the Salesforce app page, note the Application id (also known as client id) and the client secret mentioned in the description.
5. Click Approve and your app must be approved successfully.
6. Click Developer Resources > Access Tokens for Testing and Development.
7. In the Get OAuth Code section, the Client ID and scope must be set to – admin:read,admin:write. Click Submit.
8. In Get Refresh Token, enter the Client ID and Client secret. Click Submit and note the refresh token.

Create account in Salesforce app

1. Create an account on the Salesforce sign-up page. You must create a Salesforce account in developer or enterprise edition. Developer signup URL. Ensure that you must use the email ID to sign up for Salesforce that you’d used for Captivate Prime. 
2. Verify your account via the verification email. 
3. Create a password and sign into Salesforce.
4. Note the Salesforce url after login (For eg, site.lightning.force.com)

Install Captivate Prime package

If you want to install the package, you must first delete the existing package in Salesforce. Before uninstalling, you must enable the settings, as shown below. Applying these settings is mandatory, otherwise you will be unable to install the package. 

Note: The Adobe Captivate Prime app is only supported in Salesforce Lightning view.

1. Launch the Captivate Prime package url.  
2. In the Login page, click Use Custom Domain.
3. Enter the package URL and click Continue. The installation page must have the option Install for Admins Only selected. Do not change this option.
4. Click Install. Once the package is installed, click Done. You are guided to the Installed Packages page, and you can see the Adobe Captivate Prime installed package.
5. Go to the App Launcher (next to Setup) and search for Adobe Captivate Prime.

6. To configure the app, click Configure.

7. Click New and add the following details:
   • Config: Enter a name of your choice.
   • ClientID: Enter the value that you’d obtained from the first section.
   • ClientSecret: Enter the value that you’d obtained from the first section.
   • RefreshToken: Enter the value that you’d obtained from the first section.
   • PrimeBaseURL: The URL of the site where Captivate Prime is hosted.

Add Remote Site Settings

1. In the top-right corner of the page, click Setup.
2. In Quick Find, search for Remote Site Settings.
3. Click New Remote Site.
4. Enter the details:
   1. Remote Site Name: Enter a name of your choice.
   2. Remote Site URL: The URL of the site where Captivate Prime is hosted.
5. Launch Captivate Prime.

Enable Notifications for Captivate Prime app

1. In the upper-right corner, click Setup. 
2. Search for Custom Notifications. 
3. Click New.
4. Enter the following details:  
   1. Custom Notification Name: PrimeNotification 
   2. API Name: PrimeNotification
5. Select both Desktop and Mobile as Supported channels.
6. Click Save.
7. To enable push notifications for mobile devices, follow the steps below:
   1. Install Salesforce mobile app in your mobile phone.
   2. Log in to the app using your credentials.
   3. Go to Setup > Notification Delivery Settings.
   4. Add Salesforce for iOS and Android.

Uninstall Captivate Prime from Salesforce

1. In Salesforce app, go to Installed packages.
2. Click Uninstall.

Configure Captivate Prime for Salesforce users

The Captivate Prime app is also available to users, who are present in any Salesforce account. The Salesforce admin can add users based on the profiles. The Salesforce profiles are similar to what they are in Captivate Prime. For example, Administrator, Integration Admin, Instructor, and so on. The Salesforce admin can also create a custom profile.

As a Salesforce admin, you can either assign the profiles to users or create a custom profile.

When installing the package, you can assign the Salesforce profile to the learners.

After installing the package, you must configure the profile.

Click Configure > New, and then add the following:

• Config Name
• ClientID
• ClientSecret
• PrimeBaseURL
• Disable Redirect

Note: You can only create a single configuration. If you try to add another configuration, you will see an error message. The configuration maps the Salesforce account with the Learner account.

For Learners to view the Captivate Prime app, you must enable the app for all learners.

The next step is to provide the permission to access the Captivate Prime app.

Select the users and assign the permissions accordingly. The learners can now access the Captivate Prime app.

Now, select a profile, for example, Standard Profile of a user, and click the profile. Click Edit and in the Custom App Settings section, enable the check-box Adobe Captivate Prime. This makes the app accessible to the user.

In the Custom Tab Settings section, in the Learner Home drop-down list, select the option Default On.

You must make the app visible to all the profiles.

Click Save and the learners belonging to all the profiles will access Captivate Prime app.