Deliver just-in-time training to your Learners – allowing them to get the knowledge they need when they need it most

Tie training material to real world opportunities and scenarios

Highlight top performers in Salesforce Chatter to help improve employee performance across the board

Use Cases

• Tie a product messaging course to a specific product opportunity – providing a refresher of product information and messaging to help close the deal!

• Connect a “Close the Deal” course to the last stage of a pipeline of an opportunity. Help your employees incorporate the needed skills to close the deal in the most effective and efficient way.

• Link an “Upselling and Cross Selling” course to an upsell opportunity – providing your team with the best ideas to build and land the opportunity.

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Installing LearnCore's Native Salesforce App

Requirements:

• LearnCore Professional+ Account (Learn & Test or Pitch IQ)

• Salesforce Enterprise+ Account

• Access to Your Organization’s SFDC Main Admin

• New Production Install Link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000003HjH

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1. Have your organization’s main Salesforce Admin navigate to the LearnCore install link. For some, the majority of the installation will be automatic based on SFDC’s predetermined configurations. If the steps are manual, proceed to the next step.

2. Once logged in and everything loads, you should see a Salesforce page like the one below. The best option is to select Install for All Users. Then, click Upgrade.

3. Allow Salesforce’s install to run.

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4. Once the app’s installation is complete, select Done toward the right hand side of the page.

5. You will automatically be taken to the following page.

6. Under Build in the left hand navigation panel, select Customize > Opportunities > Page Layouts to set up the Opportunity Course connections.

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7. To start, select Edit Assignment. Add Opportunity (LearnCore) Layout.

8. Once the Opportunity is created, the result will look as follows:

9. Click into a user’s Opportunities page to verify it worked. Admins should see three tabs Home, Opportunities, and LearnCore Admin Management. Select LearnCore Admin Management to set-up and create the rules to tie Courses to related Opportunities.

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When the Opportunity triggers the Courses, Learners will see an in-page view of the course summary – including top pitches to help them communicate the message and land the sale, their readiness level in terms of course completion, and direct links to coursework so they can refresh their memory just in time.

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Another way to pull your LearnCore training into Salesforce is through the in-browser tab.

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1. Select the username dropdown Click on “Setup”

2. On left-side menu, select “Create” then click on “tabs”

3. In the “Web Tabs” section, click on the “New” button

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4. Follow Steps to create the LearnCore web tab:

Step 1: Choose Tab layout – select “full page width”

Step 2: Define Content and Display Properties (screenshot on following page)

Tab Label: LearnCore

Tab Name: LearnCore

Tab Style: Select desired style/color from list

Content Frame Height: 700

Splash Page: None

Description: Customize as desired (ex: LearnCore within Salesforce.com)

Click next to go to Step 3

Step 3: Enter URL Details (screenshot on following page)

Available Merge Fields:

Select Field Type: Organizational Fields

Select Field: Leave blank

Copy merge field value: Leave Blank

Button or Link URL

Enter: https://app.learncore.com/course_select

Please note the link is HTTPS and not HTTP**

Step 4: Add to custom apps – select all that apply (screenshot on following page)

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Share top performing pitches via Salesforce Chatter to ensure the best examples are displayed across your team.

To do so, pop into Pitch IQ Management on the Admin side. On the desired pitch response, select “Actions”.

From there, select “Share to Salesforce” in order to post on Salesforce Chatter.

You will need the Salesforce App downloaded and installed in order to share to Chatter.

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