Getting Started
The WorkRamp integration allows you to sync your Employee LMS training and events data with Salesforce. Every assignment to a guide or a challenge that you make in WorkRamp is represented by a unique object in Salesforce. Use your training data in combination with any other data found in Salesforce to build reports and dashboards that answer your business critical questions. Our package will get you started with some off-the-shelf components.
For documentation on our older salesforce package, please click here!
Installation
From the WorkRamp Administrator Console navigate to Settings > Integrations > Salesforce.
You will have the option to enable a Production and a Sandbox enterprise for integrating your WorkRamp instance to.
IMPORTANT: The user enabling the integration must be a Salesforce Administrator and a WorkRamp Administrator.
Clicking "Enable" on either, will redirect you to Salesforce to authenticate the account.
Once the integration is enabled, Salesforce administrators will be able to view WorkRamp training data inside of Salesforce. To grant other users access to WorkRamp training data, be sure to assign them the "WorkRamp Permissions" set from Setup > Users > Permission Sets in Salesforce.
Usage
Once installation is complete, WorkRamp will perform a sync every 6 hours to push your training data to the Salesforce Platform as WorkRamp Assignment objects.
Your Integrations page will look like this:
Though WorkRamp will automatically sync your data, you can click [Sync Now] to push up-to-the-minute results. WorkRamp leverages the Salesforce Bulk API, so you don’t need to worry about sync every 6 hours taking up all your valuable Salesforce API calls (We use 24 out of an allocated 10,000 calls per day SFDC documentation).
At any time, you may view the last sync of your data by selecting [Download Sync Results].
We also provide a way for you to see which of your WorkRamp users have a corresponding Salesforce account. We match accounts based on WorkRamp and Salesforce email accounts. To correlate things like sales performance and training performance, having matching user emails is useful (you may update a user’s email in salesforce without changing their username).
Once training data is synced with your Salesforce organization, you are free to leverage Salesforce’s powerful built-in reporting features. WorkRamp Assignment objects are designed to allow for maximum flexibility in report generation. See the section below for a comprehensive list of the fields you can include in reports.
To tailor your experience, feel free to report on your WorkRamp data in combination with any Salesforce record.
For information on the Filter Settings option, please see our supplemental help article.
WorkRamp Training Tab
If you want your users to access WorkRamp directly from their Salesforce accounts, add the WorkRamp Training tab to the Salesforce navigation bar.
Please see our help article for steps to set this up.
FAQ
How do I uninstall this integration?
To uninstall this integration, please refer to the uninstall instructions found here: https://help.workramp.com/workramp-integration-instructions/uninstall-steps-for-salesforce-v3-integration
What are the fields in the WorkRamp assignment table?
The WorkRamp Assignment Object Field Reference:
WorkRamp Field Label | Description |
Assignee | Email of person assigned to |
Assigner | Email of person who assigned it |
AssignedDate | When the assignment was created |
CompletionDate | When the assignment was completed |
DueDate | When the assignment is due |
LastAccessed | When the assignment was last accessed |
Passed | If the assignment was passed (min score, if set for content, was met) |
PercentComplete | What percentage of the content has been completed |
Score | Score (out of 100) for question answers |
WorkRampId | ID of the assignment * |
WorkRampTrainingId | ID of the training * |
WorkRampPathId | ID of path * |
WorkRampTrainingType | Specifies if training is 'Guide' or 'Challenge' (May add more training types in future) |
Name | Name of the content assigned |
WorkRampPathName | Name of the path |
WorkRampAssigneeGroups | All groups that Assignee__c belongs to (each group name is on a new line) |
*Used internally in WorkRamp, but is also a reliable unique identifier for any other use
The WorkRamp Events Object Field Reference:
WorkRamp Field Label | Description |
WorkRamp Event Id | This is the internal WorkRamp event id that can be found in the WR URL for that event |
WorkRamp Event Name | The name of the Event |
WorkRamp EventSession End Time | The end time of the event session (i.e. 1/9/2023, 9:00 AM) |
WorkRamp EventSession Id | The internal WorkRamp session id that can be found in the WR URL for that event session |
WorkRamp EventSession Learner Email | Email address for the attendee |
WorkRamp EventSession Learner Groups | Groups invited to the session |
WorkRamp EventSession Learner Id | Id of the learner attendee |
WorkRamp EventSession Learner Name | Name of the learner attendee |
WorkRamp EventSession Learner Reg Date | Date the learner attendee registered |
WorkRamp EventSession Learner Reg Status | Status of the learner (i.e. invited) |
WorkRamp EventSession Start Time | Start time of the event session (i.e. 1/9/2023, 7:00 AM) |
WorkRamp EventSession Title | Title of the Event Session |
WorkRamp EventSession Zoom Join Url | Zoom Join URL |
WorkRamp EventSession Zoom Meeting Id | Zoom Meeting ID |
WorkRamp EventSession Zoom Start Url | Zoom Start URL |
WorkRampEventSessionAttended | Boolean value that shows if the session was Attended by the learner |