Integrate Rise Up with Salesforce to provide your sales team with seamless access to learning content directly within their daily tools. This integration is designed to make learning more accessible and personalized, enhancing productivity and learning adoption.

Key Benefits

• Accessible Learning for Salespeople: Sales professionals can access micro-learning content without leaving Salesforce, ensuring they have the right knowledge at the right time.
• Managerial Oversight: Group managers can view basic reporting data and enroll learners into courses directly from Salesforce.
• Increased Learning Adoption: By removing the need to switch platforms, learners are more likely to engage with training content.
• Personalized Recommendations: Suggest relevant courses based on the learner’s current Salesforce context, such as opportunities, leads, or contacts.
• Data Synchronization: Keep learners, groups, courses, and course registrations synchronized between Salesforce and Rise Up.

Detailed Description

Learner Home Page in Salesforce

Learners can access a summary of their training directly within Salesforce:

• Basic Statistics: View the number of completed, ongoing, and available trainings.
• Ongoing Trainings: See a list of current courses the learner is enrolled in.
  • Courses appear if the Salesforce custom field is set to “true” and the learner has a valid training subscription.
• Available Trainings: Browse courses available for registration, similar to the catalog in Rise
  • Courses appear if the Salesforce custom field is set to “true,” the course is visible in the catalog, and the learner is eligible to register.
• Empower My Team: Group managers can enroll learners into courses.
  • Managers and team members must belong to the same group in Rise Up, with the manager assigned the “group manager” role.

Recommended Courses

On Salesforce pages like Opportunity, Lead, Contract, Contact, Account, Campaign, and Task, Rise Up displays personalized course recommendations relevant to the page content.

• Recommendation Logic: Rise Up compares specified Salesforce fields with course names to suggest relevant training.
• Configuration: Administrators can configure which fields are used for recommendations.

Admin Settings

Prerequisites

• Salesforce Requirements:
  • Enterprise or Developer edition of Salesforce Sales Cloud.
  • System administrator rights.
• Rise Up Requirements:
  • A Rise Up platform account with administrator rights.

Setting Up Rise Up

1. API Keys:
   • Log in to Rise Up with administrator rights.
   • Navigate to the admin panel and generate API keys if not already created.
2. JWT Key:
   • Request a JWT key from Rise Up support via the chatbot or by emailing helpdesk@riseup.ai.
3. Custom Fields:
   • Training Custom Fields:
     • Salesforce: Used to determine if a course should be synchronized with Salesforce. Set the value to “oui” (yes) to enable synchronization.
     • Salesforce Order: Determines the display order of courses in Salesforce. A lower number (e.g., 1) places the course higher in the list.
   • Optional User Custom Field:
     • Salesforce: If you wish to synchronize only specific users, create this field. Users with this field set to “oui” will be synchronized.

Installing the Rise Up Plugin

1. Access the Package: Visit the package installation URL: Salesforce Package Installation.
2. Login: Sign in with your Salesforce system administrator account.
3. Installation Options:
   • Select Install for All Users.
   • Acknowledge the warning about installing from outside the AppExchange Partner Program.
   • Click Upgrade to start the installation.

Configuring Rise Up in Salesforce

1. Rise Up Setup Configuration:
   • Navigate to the Rise Up Setup Configuration screen in Salesforce.
   • Fill in the following fields:
     • API Public Key and API Secret Key: Obtained from your Rise Up admin panel.
     • Rise Up Platform URL: Your specific Rise Up platform URL.
     • Rise Up API Address: Typically api.riseup.ai for production environments.
     • Rise Up JWT Token: Provided by Rise Up support.
2. Trusted URLs:
   • Go to Administration > Security > Trusted URLs.
   • Add a new entry:
     • API Name: RiseupSalesforce.
     • URL: https://*.riseup.ai.
     • Check all CSP Directives checkboxes.
     • If your Rise Up platform uses a different URL, add it as a new entry.

1. User Permissions:
   • Navigate to Administration > Users > Profiles.
   • Select the profiles for your learners and administrators.
     • Grant access to the Learner Home page.

• • • • Ensure they have Read and Create permissions on all Rise Up custom objects.

Depending on the leaner profile, Custom Object permissions could be locked juste like in the screenshot above. To move around this issue, admin will have to create a new permission sets.

Setting Up Synchronization

Schedule Apex Classes:

• Go to Setup > Apex Classes.
• Click on Schedule Apex.

• Schedule the ScheduleRiseupSynchronisations class to run as per your synchronization requirements.

Configuring the Recommendation Engine

1. Access Configuration Screen: Navigate to the Rise Up Configuration screen in Salesforce.
2. Select Objects and Fields:
   • • For each Salesforce object (e.g., Opportunity, Lead), select the fields that should be compared with course names for recommendations.
     • Example: Selecting the Industry field for the Opportunity object will recommend courses containing the industry’s value.

1. Edit Page Layouts:
   • For each object where you want to display course recommendations, edit the page layout.
   • Add the Course Recommendation component to the desired location on the page.
   • In the component properties on the right, specify the Object Name that matches the page you are editing (e.g., “Opportunity” for the Opportunity page).