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Install Salesforce Package

  1. Learning Manager User Guide
  2. Introduction
    1. New features summary
    2. Release Notes
    3. System requirements | Adobe Learning Manager
    4. Adobe Learning Manager reference site (ALM reference site) package for AEM Sites
    5. Learning Manager compliance to GDPR
    6. Accessibility in Learning Manager
    7. Support for custom domain
  3. Get Started
    1. Getting started as Administrator
    2. Getting started as an Author
    3. Getting started as a Learner
    4. Getting started for Managers
    5. Getting started as an instructor in Learning Manager
  4. Administrator
    1. User log in
    2. Add users and create user groups
    3. Add classroom locations
    4. Create course modules, instances, and learning programs
    5. Learning Manager Content Catalog
    6. Content marketplace
    7. Reports
    8. Learning Paths
    9. Learning plans
    10. Manage Learning Manager orders and billing
    11. Job Aids
    12. Certifications
    13. Catalogs
    14. Add users in bulk
    15. Peer accounts
    16. Create and modify skills and levels
    17. AI-based recommendation of courses
    18. Gamification
    19. Customize learner homepage
    20. Badges
    21. Color themes
    22. Learner transcripts
    23. Waitlist & attendance management
    24. Fluidic player
    25. Announcements
    26. Email templates
    27. Adobe Connect integration
    28. Settings
    29. Notifications
    30. iPad & Android tablet users
    31. Getting started as Administrator
    32. Purge users
    33. Tags
    34. Learning Manager Content Catalog
    35. Custom roles
    36. Catalog labels
    37. xAPI in Learning Manager
    38. Monitoring and moderating Social Learning as an admin
    39. Enable full control of shared catalog
    40. Map skill with skill domains
  5. Integration Admin
    1. Migration manual
    2. Learning Manager Connectors
    3. Integrate Learning Manager with AEM
    4. Install Salesforce package in Learning Manager
    5. Install Microsoft Teams connector
    6. Application developer manual
    7. Learning Manager App for Salesforce
    8. Settings
    9. Manage custom roles via CSV files
  6. Authors
    1. User login
    2. Content library
    3. Creating, modify, and publish courses
    4. Catalogs
    5. Job Aids
    6. Adobe Connect integration
    7. Add learning objects in different locales
    8. User notifications
    9. Email templates
    10. How to choose course modules?
    11. Preview as learner
    12. Settings
    13. xAPI in Learning Manager
  7. Instructor
    1. Modules
    2. Managing learners for your session
  8. Learner
    1. Log in
    2. Profile Settings
    3. Catalogs
    4. Courses
    5. Fluidic player
    6. Learning Programs
    7. Certifications
    8. Job Aids
    9. Badges
    10. Skills & Levels
    11. Gamification
    12. User notifications
    13. Announcements
    14. Waitlist & attendance management
    15. Learning Manager app for Salesforce
    16. Adobe Connect integration
    17. Learner App for mobiles and tablets
    18. Social Learning in Learning Manager
    19. Adobe Learning Manager desktop application
    20. Learner home page
    21. Share to Social Learning
    22. System requirements | Adobe Learning Manager desktop application
  9. Manager
    1. User log in
    2. Manager dashboard
    3. Reports
    4. Learning Objects
    5. User notifications
    6. Learner transcripts
    7. Settings
    8. iPad & Android tablet users
  10. Frequently Asked Questions
    1. Frequently Asked Questions for Administrators
    2. Frequently Asked Questions for Authors
    3. Frequently Asked Questions for Instructors
    4. Frequently Asked Questions for Managers
  11. Knowledge Base
    1. Unable to log in to Learning Manager
    2. Learning Summary does not display current data
    3. Unable to upload a CSV
    4. Generate a HAR file
    5. L1 feedback auto popup does not appear
    6. Unable to view certain courses under catalog while creating a Certification
    7. Unable to view certain course under catalog while creating a Learning Program
    8. Issues in retiring a Learning Program
    9. Unable to assign a badge
    10. Session expires in Learning Manager
    11. Unable to search a course
    12. Troubleshoot migration issues
    13. Troubleshoot Learning Manager app issues
    14. Users get auto deleted in Learning Manager
    15. Publishing issues in the EU domain
    16. Unable to register as external user
    17. Okta Active Directory integration with Adobe Learning Manager
    18. Unable to view learners in a course
    19. Unable to view calendar
    20. Module is not marked complete after completing a course
    21. Unable to achieve a skill after completing a course
    22. Radio buttons are missing
    23. Unable to view file submissions in Learning Manager

Overview

Learning Manager 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 Learning Manager app

  1. Log in to your Learning Manager 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 URLEnsure that you must use the email ID to sign up for Salesforce that you’d used for Learning Manager. 
  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 Learning Manager 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 Learning Manager app is only supported in Salesforce Lightning view.

  1. Launch the Learning Manager 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 Learning Manager installed package.
  5. Go to the App Launcher (next to Setup) and search for Adobe Learning Manager.
  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 Learning Manager is hosted.
    • Disable Redirect: Disable redirection to the learner home page in Learning Manager.

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.

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 Learning Manager is hosted.
  5. Launch Learning Manager.

Enable Notifications for Learning Manager 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 Learning Manager from Salesforce

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

Configure Learning Manager for Salesforce users

The Learning Manager 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 Learning Manager. For example, Administrator, Integration Admin, Instructor, and so on. The Salesforce admin can also create a custom profile.

Profile

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

Note: The users must be present in both Salesforce and Learning Manager.

Create a profile
Create a profile

Whle adding a learner, you must assign a specific profile to the learner. Then go to that profile and grant the required access.

For Learners to view the Learning Manager app, you must enable the app for all learners.

The next step is to provide the permission to access the Learning Manager app.

Set permissions
Set permissions

When you install the package, a new permission set is created, Adobe Learning Manager User. Go to the permission set and then add the users.

Select the users and assign the permissions accordingly. The learners can now access the Learning Manager 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 Learning Manager. 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 Learning Manager app.

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