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Captivate Prime App for Salesforce

  1. Captivate Prime User Guide
  2. Introduction
    1. New features summary
    2. Release Notes
    3. System requirements | Adobe Captivate Prime
    4. Captivate Prime compliance to GDPR
    5. Accessibility in Captivate Prime
    6. 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 Captivate Prime
  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. Captivate Prime Content Catalog
    6. Content marketplace
    7. Reports
    8. Learning Paths
    9. Learning plans
    10. Manage Captivate Prime 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. Captivate Prime integration with Slack
    35. Captivate Prime Content Catalog
    36. Custom roles
    37. Catalog labels
    38. xAPI in Captivate Prime
    39. Monitoring and moderating Social Learning as an admin
    40. Enable full control of shared catalog
    41. Map skill with skill domains
  5. Integration Admin
    1. Migration manual
    2. Captivate Prime Connectors
    3. Integrate Captivate Prime with AEM
    4. Install Salesforce package in Captivate Prime
    5. Install Microsoft Teams connector
    6. Application developer manual
    7. Captivate Prime 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 Captivate Prime
  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. Captivate Prime app for Salesforce
    16. Adobe Connect integration
    17. Learner App for mobiles and tablets
    18. Social Learning in Captivate Prime
    19. Adobe Captivate Prime desktop application
    20. Learner home page
    21. Share to Social Learning
    22. System requirements | Adobe Captivate Prime 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 Captivate Prime
    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 Captivate Prime
    11. Unable to search a course
    12. Troubleshoot migration issues
    13. Troubleshoot Captivate Prime app issues
    14. Users get auto deleted in Captivate Prime
    15. Publishing issues in the EU domain
    16. Unable to register as external user
    17. Okta Active Directory integration with Adobe Captivate Prime
    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 Captivate Prime

Overview

Salesforce™ is one of the most popular CRM solutions among sales and marketing teams. Using Adobe Captivate Prime app in Salesforce you can allow its users to access all of their learning content right from their Salesforce interface. Users can access their assigned learning content such as courses, learning programs, job aids, and so on from within the Salesforce. Users can also receive notifications about their enrollments and announcements from the Administrator. 

註解:

At the moment, Salesforce app is not available as the approval is pending from Salesforce App Exchange. If you are interested to take a preview of beta version of the app, contact your Account Manager or Captivate Prime support team. 

Installation and setup

Learn to install and set up the Captivate Prime app for Salesforce by following the steps below. 

Pre-requisites

  1. Integration Administrator of your organization has to approve the salesforce app. This app can be found in the featured applications section of Captivate Prime application for Integration Admin role. 
  2. Access to the Salesforce account of your organization, where the app needs to be installed. Typically, the Salesforce Administrator in your organization is the person who installs such apps. If you are a Captivate Prime integration administrator and do not have Salesforce account, contact Salesforce Administrator of your organization. 

Installation steps

  1. Request your Account Manager or Customer Success Manager to enable your account for usage of this app by providing your Prime account id. Also, request the CSM for the installable package of the Captivate Prime Learner app for Salesforce.

  2. Log in to your Captivate Prime account as the Integration Administrator and make sure that the Salesforce app is enabled for your account.

  3. To install the Prime app in your Salesforce account, use the installable package provided by your Account Manager or Customer Success Manager. You need to have admin privileges for Salesforce account where you intend to install this app.

  4. Choose the appropriate option for you as shown in the snapshot and click Install

    Install options
    Install options

    If you opt for Install for Specific Profiles, choose one or more profiles from the list. 

  5. Click Continue on the pop-up that appears to confirm the third-party access. 

    A message appears confirming that the app has been installed successfully. Click done. 

Add notification component to the Home page

Captivate Prime team recommends that the Salesforce Administrator also add the Captivate Prime notifications component to the home page layout. This component enables Salesforce users to get notifications about assignments and other announcements from Captivate Prime, even when they are not within the context of the Learner App.

To add the Captivate Prime notification component to the Home page layout, follow the steps: 

1. Click Setup on the upper-right corner. Home page layouts option appears on the left pane as shown in the below snapshot. 

Home page layouts option
Home page layouts option

2. Choose the layout of your choice and click Edit

3. Select the Adobe Captivate Prime notifications option that appears on the page and Click Next

4. Choose the order of the components that appear on the left pane, preview, and click Save

To learn the instructions on how to log in to Captivate Prime app and use it in Salesforce as a learner, refer to the Salesforce app Help content

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