| Note: The TalentLMS Salesforce embedded app integration is available on all paid plans. It is not available on the Free plan or during the Free trial. Read this article to learn more about how our subscription plans work. |
Salesforce is a popular cloud-based customer relationship management (CRM) platform. If you have a Salesforce account, you can integrate it with TalentLMS through a native app. That way, you can optimize your customer management and let users access their courses through your CRM platform.
Begin by enabling the necessary settings in your TalentLMS portal:
1. Sign in to TalentLMS as an Administrator and go to Account & Settings > Integrations.
2. Click on the API tile and enable the API option.
3. Copy your API key, then click Save at the bottom of the drawer.
4. Next, go to the Security tab under Account & Settings.
5. In the Other section, enable Allow application to be loaded in a frame.
6. Click Save at the bottom to finalize the changes.
To install the TalentLMS Embedded app on Salesforce, follow this guide:
1. Sign in to your Salesforce account as administrator, and go to the TalentLMS package installation page.
| Note: If you don’t have admin rights, ask your Salesforce administrator to install the TalentLMS app for you. |
2. On the installation page, choose one of the three options:
- Install for admins only
- Install for all users
- Install for specific user profiles (1)
3. Click Install.
4. On the success page, click Done.
5. On the Setup page (1), go to Apps (2) > Installed Packages (3).
6. On the packages list, find TalentLMS and click Configure (4).
7. On the app configuration page, type your TalentLMS Subdomain (i.e., if your TalentLMS domain is “mycompany.talentlms.com,” type mycompany) and your TalentLMS API key in the respective fields (5).
8. Click Save to complete the process.
9. When you access the app for the first time, Salesforce asks you for access to your TalentLMS account. Follow the link and, on the confirmation page, click Allow.
| Note: When a Salesforce user already has a TalentLMS account, they should be able to access their existing account automatically (provided the email address is the same in both accounts). If not, when a Salesforce user accesses the TalentLMS app for the first time, a new TalentLMS user account is created. |
| Note: Apart from using the TalentLMS app to integrate with Salesforce, you can also connect the two systems through Zapier to create various useful automations (AKA Zaps). |