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

  • 8 December 2022
  • 2 replies
  • 60 views

Userlevel 3

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.


2 replies

Userlevel 3

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

Userlevel 7
Badge +2

nice write up!

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