SkyPrep+Salesforce Set-up
Note: We cannot provide additional assistance with configuring this integration. If you require guidance, please contact your IT team or Salesforce support.
By the end of this tutorial you’ll be able to:
Set-up single sign-on (SSO) so that your Salesforce Users can log-in to SkyPrep (Optional)
Have a tab within Salesforce that is connected to your SkyPrep account and logs the current user into SkyPrep (Optional)
Push contacts from Salesforce into SkyPrep (Optional)
Push training data from SkyPrep into Salesforce (Optional)
SkyPrep supports 2-way data sync between SkyPrep and Salesforce.
How to set-up SSO from Salesforce into SkyPrep
In this tutorial, we’ll be setting up single sign-on (SSO) from Salesforce into SkyPrep. Once this portion is complete, your Salesforce Users (e.g. your sales people, your admins, etc.) will be able to log-in to SkyPrep using their Salesforce credentials.
From a high-level overview, we’ll be using SAML as the protocol to do the SSO.
In this use-case, Salesforce will be the identity-provider (idP) and will be the “source of truth” about your users. Your Salesforce users will be able to log-in directly into SkyPrep once this set-up is complete.
To set this up, we’ll be following the instructions provided by Salesforce at: https://help.salesforce.com/s/articleView?id=sf.identity_provider_enable.htm&type=5
You’ll need to set up Salesforce so that you:
Enable Salesforce as an idP
Set up a Connected App in Salesforce called “SkyPrep”.
Follow the instructions above, then download the Metadata XML file that it generates from the Connected App that you just created.
Download that, open it up in a Text Editor (like Notepad), and copy and paste the metadata XML into your SAML settings in SkyPrep (https://yourdomain.skyprepapp.com/admin/program/saml)
Once that’s completed, you you can test the integration by visiting:
This URL will initialize a service-provider initiated (SP-initiated) SSO that will redirect the user to Salesforce, log-in, then redirect back into SkyPrep with the SAML claims.
You can also assign Custom Attributes using the Connected App Data Attributes section of Salesforce.
SkyPrep supports the following custom attributes that can be mapped from Salesforce: https://help.skyprep.com/en/articles/4827731-supported-saml-claims
Once this set-up is complete, you’ll be able to initiate a log-in to SkyPrep via Salesforce using a URL like:
You can use this URL and iframe it within Salesforce amongst various pages. To have the log-in reroute to a specific page, you can add the query parameter redirect_full_url with the path to redirect to, for example, to redirect to the /account route, you can use:
How to set-up a SkyPrep LMS tab in Salesforce
You can add a “SkyPrep LMS” tab by creating a Visualforce Page with the following content:
First visit https://yourdomain.lightning.force.com/lightning/setup/ApexPages/home and create a new Page with the code similar to below. Replace yourdomain.skyprepapp.com with your SkyPrep domain. Make sure SAML is also set-up.
And add a new page with following content (make sure to replace yourdomain.skyprepapp.com with your SkyPrep domain).
<apex:page standardController="Account">
<h1 style="display:none;">Welcome to the {!Account.Name} LMS</h1>
<iframe src="https://yourdomain.skyprepapp.com/saml1/init?redirect_full_url=/admin/program/overview?viewport_mode=normal" width="100%" style="height:100vh;width:100%;border:0"></iframe>
</apex:page>
You can set the label as: SkyPrep SAML iFrame (Account)
Set the Name as: skyprep_saml_iframe_account
Then add a new Tab under https://yourdomain.lightning.force.com/lightning/setup/CustomTabs/home
Set Tab Label: SkyPrep LMS
Set Tab Name: skyprep_lms
And use the page created above as the “Content” of Tab: SkyPrep SAML iFrame (Account)
Then in the main Salesforce interface, if you search “SkyPrep LMS”, it should show up as a tab. Any additional UI customizations within Salesforce should be discussed with your Salesforce account manager and are outside the scope of this document.
Pushing Contacts from Salesforce into SkyPrep.
To set this up, visit the Integrations page in your SkyPrep account by visiting https://yourdomain.skyprepapp.com/admin/integrations
Then go to the Salesforce integration, and enable the integration by connecting your Salesforce account to your SkyPrep account. Map the data fields from your contact properties using the data mapping tab.
Enable the option to “Auto Import New Users” so that new contacts are imported from Salesforce into SkyPrep continuously.
Under the “Import Rules” tab, you can set-up rules around your contacts to determine whether they should or shouldn’t be imported into the LMS. This enables you to import only the users you’re looking to import on an ongoing basis.
Once this part is complete, the next recommended step is to enable SSO so that your Salesforce Users (not Contacts) can sign-in directly from Salesforce into SkyPrep.
Pushing Learning Data from SkyPrep into Salesforce.
SkyPrep also supports pushing training data from SkyPrep into Salesforce. From a high-level, you’ll need to install a Custom Salesforce Application that SkyPrep has developed into your Salesforce environment.
Step 1: Install the Custom Application by visiting this URL:
Package management:
Make sure you use an admin account on your Salesforce platform that has permissions to set-up custom applications. This application will install some custom objects into your Salesforce platform.
Please note that any issues or restrictions that occur on the Salesforce platform would need to be resolved by Salesforce support.