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Guide - How to create a salesforce branch additional field and place users on a salesforce sub-branch.

  • December 8, 2022
  • 2 replies
  • 109 views

Hi everyone, I’m Elvin Torres-Alicea from the Docebo Support team and I would like to share an informational guide on how to create a salesforce branch additional field and place those users on a salesforce sub-branch on Docebo Learn.

 

This guide will assume you have access to your salesforce environment and have also access to modify the Docebo Salesforce Integration

 

Please see the attachment’s section below to download the document.

 

More Knowledge base article regarding salesforce:

https://help.docebo.com/hc/en-us/articles/360020081680-Installing-the-Salesforce-App-in-Docebo

https://help.docebo.com/hc/en-us/articles/360021030159-Updating-Your-Salesforce-Package

https://help.docebo.com/hc/en-us/articles/360020081620-Salesforce-V3-Data-Model

 

Feedback/Questions

We’d love to hear your thoughts on this guide and if it was helpful for you. Please share any feedback and/or questions below.

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2 replies

dwilburn
Guide III
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  • Guide III
  • 307 replies
  • January 30, 2023

We are gearing up for integrating Salesforce so this looks interesting but it says I do not have permission to view the attachment.


Bfarkas
Hero III
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  • Hero III
  • 3582 replies
  • January 31, 2023

nice write up!


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