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Gainsight Inc.

Install and Configure the Gainsight Customer Education Salesforce Integration

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This guide walks through how to install and configure the Gainsight CE–Salesforce integration so learner enrollment data from your academy is available inside Salesforce.

The setup process includes actions in both Salesforce and Gainsight CE. Actions performed inside Salesforce will require a Salesforce user with sufficient privileges.

Install the Customer Education Apps from the AppExchange

This should be done by a Salesforce user with sufficient permissions.

  1. Install/upgrade to the latest version of the Northpass managed package from the Salesforce AppExchange (listing here).

    Install/upgrade to the latest version of the Northpass managed package
     

  2. Select Install for Admins only and click Install (or upgrade if you’re upgrading a previously-installed version)

    Select “Install for Admins only” and click Install (or upgrade if you’re upgrading a previously-installed version)
     

  3. Next, install the Gainsight Northpass Data Connector in your Salesforce org (listing here).

    install the Gainsight Northpass Data Connector in your Salesforce org
     

  4. Select “Install for Admins Only” and click Install.

    Select “Install for Admins Only” and click Install.
     

  5. To verify you’ve completed the installation, go to your Salesforce Setup and find the “Installed Packages” page. You should see both packages listed here.

    To verify you’ve completed the installation, go to your Salesforce Setup and find the “Installed Packages” page
     

Connect Your Salesforce Org to Northpass

You will need a Northpass Administrator account and a Salesforce Integration account. We recommend that the Integration account be a Salesforce user without System Admin privileges to ensure appropriate levels of access and permissions. Additionally, please ensure both packages have been installed, according to the instructions above, prior to completing the following steps:.

  1. Login to https://app.northpass.com/login as a Northpass Administrator.
  2. Go to Apps > Integrations > Salesforce.

    You will need a Northpass Administrator account and a Salesforce Integration account
     

Note: If you do not see the “Salesforce Instance Setup” card, first disable the integration, click Save, and refresh the page.

  1. In the “Salesforce Instance Setup” card, enter your Salesforce Instance URL and click Authorize. 
  2. This will bring you to a Salesforce login page. Login with the Salesforce Integration account credentials.
  3. On successful login to Salesforce, you’ll be brought back to the Northpass application. Enable the integration toggle and click Save.
  4. Refresh the page to ensure settings have been saved correctly. 
  5. You will see a green “CONNECTED” message that serves as confirmation of the authorization process. From this point on, you should see new enrollment & progress data being passed to the connected Salesforce org.

    You will see a green “CONNECTED” message that serves as confirmation of the authorization process.
     

Configure Salesforce to Access Enrollment Data

After the packages are installed and Gainsight CE is connected to Salesforce, a small amount of Salesforce configuration is required to make enrollment data visible to users.

Assign the Northpass Permission Set

The Salesforce package includes a Northpass Standard User permission set. Any Salesforce user who needs to view enrollment data must be assigned this permission set. Without it, the Enrollments object and related enrollment records will not be visible.

To assign the permission set:

  1. In Salesforce, navigate to Setup and search for Permission Sets.
  2. Find and select the Northpass Standard User.
  3. Click Manage Assignments.
  4. Click Add Assignments.
  5. Choose the users who should have access to enrollment data and click Next.
  6. Configure any relevant expiration options for the selected users, then click Assign and Done.

Add Enrollment Data to the Contact Page

Enrollment data is displayed in Salesforce as a related list on Contact records. To make this data visible to users, you must update the Contact page layout to include the Enrollments related list.

To add and configure the related list:

  1. In Salesforce, navigate to Setup and search for “Object Manager”.
  2. Find and select Contact.
  3. In the left-hand navigation, find and select Page Layouts.
  4. Select a page layout from the table to edit.
  5. In the top Contact Layout palette, find and select Related Lists, and drag and drop the Enrollments related list onto the page layout.

    Enrollment data is displayed in Salesforce as a related list on Contact records
     
  6. Click the wrench icon to edit the properties of the related list.
  7. Select which fields from the list of Available Fields you would like displayed on the related list and click Add.
  8. Choose which field to sort the list by and the sort order then click the Buttons section.
  9. Uncheck the New button to prevent users from manually creating enrollment records. Click OK.
  10. Click Save.

Next step: Your integration is now configured. If you also need historical enrollment data in Salesforce, continue to Import Historical Enrollment Data into Salesforce (Optional)