Cornerstone for Salesforce Integration

A Cornerstone for Salesforce (CFS) integration is available in the Edge Marketplace. Once this integration is enabled, learners are empowered to interact with content within their flow-of-work by seamlessly surfacing Learner Home content in Salesforce. Administrators can add Cornerstone transcripts, learning carousels, and search components to any Force.com page or use the out-of-the box CFS Learner Home page. End users can view their full transcript, learning carousels and followed playlists. Additionally, end users can search for, launch, and complete learning, - all without leaving Salesforce.

Note: CFS is only available on the Lightning platform.

Install and Configure CFS

You install and configure CFS in the Edge Marketplace. To access the CFS Edge tile, go to ADMIN > TOOLS > EDGE > MARKETPLACE. Search for "Cornerstone for Salesforce", click the tile, and then click the Getting Started link for installation and configuration instructions.

Manage the CFS Administrator View

Administrators can use the Lightning App Builder in Salesforce to add transcript, carousel, and search components to any page on Force.com. You can also move components around and delete them. Once the page configuration is done, activate the page so that users can access it.

Open the Lightning App Builder

  1. In Salesforce, click Setup. In the Quick Find box, type Lightning App Builder, and then click Lightning App Builder in the results. The Lightning App Builder page opens.
  2. In the Lightning App Builder, select one of the following options:
  • Create a new page - To create a new page, click New, select a page type and click Next. Enter a Label, select an Object (if visible) and click the Next button. Select a page format, and then click finish Note: If you are creating a new Home Page, for best results use the Console: Pinned Header and Left Sidebar (3 regions) or Console: Pinned Left Sidebar (3 regions)page template.
  • Edit an existing page - To modify an existing CFS home page, click Edit for the appropriate page.

The Lightning Components page opens.

Add Components - Drag and Drop

Drag and drop CFS components onto any Force.com page to customize the end user's learner experience. You can also delete and move components. See Delete or Move a Component.

  1. In the Lightning App Builder, in the left pane, select a CFS component and drag and drop it into a designated area.

Administrators can perform the following tasks for each component:

  • Cornerstone Carousel component - Drag and drop, move, delete. Administrators can also rename the carousel components, change the Carousel Type, and Carousel Title. Available Carousel Types are:
    • Subjects
    • Position
    • Popularity
    • Saved For Later
    • Continue Learning
    • Featured
    • Suggested
    • Required
    • Playlists
    • Followed Playlists
   
  • Cornerstone Learning Search component - Drag and drop, move and delete. You cannot rename this component in the Lightning App Builder.
   
  • Cornerstone Transcript component - Drag and drop, move, delete and set collapse view. If you select Collapsed by Default, users see only the basic transcript information until they click Show Details. If you uncheck Collapsed by Default, users see full transcript details by default under the transcript box. Note: For best results, we recommend that you use the smaller component box for the transcript component. You cannot rename this component in the Lightning App Builder.
   
  • Learner Home- component. Drag and drop onto any blank Force.com page. This is an out-of-the-box page that is not configurable and displays the users current Cornerstone Learner Home page.
  1. Click Save to save the changes.

Activate and Assign Home Pages

Once the page is configured, administrators can activate a page and select it as the organizational default, set it for specific Lightning apps, or set it for different user profiles when using particular apps.

  1. On the completed home page, click the Activation button. The Activation page opens.

  1. Select one of the following options:
  • Set the organizational default home page - Click Org Default, and then click the Assign as Org Default button. On the Set as Org Default page, review the selected options.
  • Set a home page as the default for specific Lightning apps - Click App Default, and then click the Assign to Apps button. On the Select Apps page, check all of the Lightning apps that will have access to this page. On the Review Assignments page, review the selected options.
  • Set a home page for selected user profiles for specific apps - Click App and Profile, and then click the Assign to Apps and Profiles button. On the Select Apps page, check the appropriate apps and click the Next button. On the Select Profiles page, check the profiles that will display the selected home page. On the Review Assignments page, review the selected options.
  1. Click the Save button. Based on their permissions and the selected options, users will see the appropriate learning home page.

Delete or Move a Component

  • To delete a component, hover over the upper right corner of the appropriate component and click the delete option. The component is removed from the page.
  • To move a component, hover over the upper right-corner of the appropriate component, click the move icon and drag and drop the component to the new location.

View the End-User Home Page

Once the Learner Home content is configured, end users can view and manage their learning options in Salesforce.

Users can perform the following tasks for each component:

  • Transcript
    • View the number of items in the user transcript.
    • Click on any transcript item to view its details.
    • If not visible by default, click View Details to view full transcript details and launch training.
   
  • Carousels
    • Launch, request, and assign learning. Mark as a favorite by clicking the heart. Favorites appear in the Saved for Later carousel.
    • Hover over a carousel item to view quick details and launch or assign training.
   
  • Search bar
    • Search for training by typing in search bar. 
    • While typing into search bar, relevant suggestions display (up to 10 suggestions).
    • Click Enter or Search to open a page that displays all search results