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Initializing the Salesforce Integration

View this article first to start setting up your Salesforce integration and learn how data is shared between the two platforms.

Northpass data is communicated from Northpass to Salesforce in the following manner:

  • Course Attempt Number: This value will identify the number of course attempts specific to a learner. There will be unique data tied to each specific course attempt number.

  • Course ID: The course ID is a distinct value that identifies the course within the Northpass platform.

  • Course Name: The course name will be that in which was entered under the Name field within the Course Settings.

  • Enrollment Date: The date & time in UTC that a learner was enrolled into a specific course.

  • Progress Percentage: A percentage value that indicates how far a learner has progressed during the identified course attempt within a specific course.


Setup and Configuration

Permission Sets

There is one permission set included with the Northpass package. The Northpass Standard User permission set will need to be assigned to any user that will be viewing course enrollments for contact records.


Assign Permission Set

To assign permission sets, navigate to Setup > User > Permission Sets then select the Northpass Standard User Permission Set. Select “Manage Assignments”.

In order for a Salesforce user to see the newly created Enrollments object, they must have this permission set assigned to them. Select “Add Assignments” and choose any users from this list to add the permission set to. When you’ve selected all applicable users, select “Assign” and “Done”.


Adding A Related List

Once you've installed the app, please follow the instructions below to add the Enrollment related list to the Contact object layout page, navigate to Setup > Object Manager.

  • Select Contact

  • Select Page Layouts

  • Select a page layout to edit

  • Select Related Lists from the palette and drag and drop the Enrollments related list onto the page layout

  • Click the wrench icon to edit the properties of the related list

  • Select which fields from the list of Available Fields you would like displayed on the related list and click Add

  • Choose which field to sort the list by and the sort order then click the Buttons section

  • Uncheck the New button to prevent users from manually creating enrollment records. Click OK

  • Click Save