Getting Started

The WorkRamp integration allows you to sync your training 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 Admin Console select Settings >> Integrations and click Enable Salesforce Integration

IMPORTANT: User enabling the integration must be a Salesforce Admin and a WorkRamp Admin.

Once the integration is enabled, Salesforce admins 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 an hourly push of your training data to the Salesforce Platform as WorkRamp Assignment objects. Your Settings >> Integrations page will look like this:

Though WorkRamp will automatically sync your data hourly, 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 our hourly sync 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 pressing “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. To get you started, we provide off-the-shelf reports and dashboards. Click the link to your currently connected org in order to bring up the WorkRamp app:


These dashboards outline some top level metrics that you can drill down into based on WorkRamp groups and time period. This page also has plenty of places where you can click on interesting data points to view the underlying reports.

WorkRamp Training Tab

If you want your users to access WorkRamp directly from their Salesforce accounts, add the WorkRamp Training tab to any user profile.

Simply go to Setup > Users > Profiles > Select a user profile > Click “Edit”

In the "Custom Tab Settings" section, select "Default On"  to make the "WorkRamp Training" tab show by default, or "Default Off" to allow users to add the tab on their own.

Tabs can be added to any app by clicking the edit icon at the right side of the tab bar in any app that allows custom tabs.

FAQ

Can I install this on a sandbox first?
Currently, you can not install this integration on a sandbox instance. However, we recommend spinning up a developer environment with Salesforce and installing it there for testing.

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:

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

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