This article explores how integrating Sana with Salesforce can streamline workflows and enhance organizational learning. We will delve into the practical steps to synchronize Sana content and Salesforce data, enabling real-time content assignments and comprehensive insights into training effectiveness.
Whether you're looking to boost sales performance, enhance employee training, or provide targeted customer education, this guide will provide you with the essential information to make the most out of your Sana and Salesforce integration.
Why integrate Sana with Salesforce?
If you synch Salesforce data with Sana, you will be able to
Use the user metadata to automatically enroll the right user to the right content at the right time based on triggers in salesforce
Pull out custom reports or set the right permissions on group of users based on your Salesforce data structure.
And if you synch the Sana courses and reports with Salesforce, Sana content will also be accessible to your colleagues directly in Salesforce, and the content completion reports will be available in Salesforce.
Some examples of what you can make happen:
Setup an automation that enrols all Account Executives to the "Product Demo Training", when they have the first opportunity at the Demo stage
Get insights into how trainings drive sales performance
Assign product trainings in Sana to your customers in Salesforce automatically
Show relevant Sana courses directly in Salesforce
How do I integrate Salesforce and Sana?
Depending on what you want to achieve you either install the Sana Salesforce App or you ask your Engagement Manager to setup the integration for you.
Synchronizing Sana courses
Synchronizing Sana courses
By doing so, your users will be able to see the list of the Sana courses that you decided to synchronize directly in the Courses tab from their Salesforce home.
Install the Sana Salesforce App, please ask your Engagement Manager for a link and make sure to
Loop in a Salesforce administrator from your company
Ask the Salesforce administrator to follow the installation instructions for the Sana Salesforce App
Schedule a test and setup meeting with your Engagement Manager
Congratulations, your courses are synched!
Synchronizing Sana reports
Synchronizing Sana reports
By doing so, your Salesforce admin will be able to see all the course completion reports from Sana directly in Salesforce. Theiry will be able to build dashboards with insights into how trainings drive sales performance. Your users will also be able to see their course completions directly in Salesforce too.
If you have already installed the Sana Salesforce App at the previous step, you can skip steps 1 - 3
Install the Sana Salesforce App, please ask your Engagement Manager for a link and make sure to
Loop in a Salesforce administrator from your company
Ask the Salesforce administrator to follow the installation instructions for the Sana Salesforce App
Enable the reporting functionality from the Sana App settings page in Salesforce
Schedule a test meeting with your Engagement Manager
Security of integrations
Security of integrations
The integration are hosted by your Salesforce instance.
Data transmission
Data in transit is encrypted at all points through SSL/TLS protocols. The data transmission between Sana and Salesforce happens through authenticated and secure REST API calls. API credentials are utilized to request secure access tokens that are required to perform all API requests.
Storage of credentials
The credentials to Sana stored and transmitted securely (encryption in transit and at rest). Credentials are stored in Salesforce and cannot be retrieved by an admin once saved.
Everything is set up! What now?
Enjoy your Salesforce and Sana integration and let your Engagement Manager know if you need assistance.
We continuously expand the customization capabilities of our integrations. Have ideas? reach out!