LMS - Post Installation Guide

Review Installation Success

  • Check Package Installation Status: After installing a package, verify that the installation was successful in the Installed Packages section of Setup.
  • Review Installation Logs: If there were any issues during installation, check the logs for errors or warnings.

If portal users are going to use this LMS, follow these steps to create a custom sharing rule for sharing Courses and Course Lessons created by internal users with all customer portal users in Salesforce and Place LWC component on a Salesforce site:

1. Create a Custom Sharing Rule

To create a sharing rule that shares Courses and Course Lessons by created by internal users with all customer portal users in Salesforce, follow these post-installation steps :

  • Go to Setup: In Salesforce, click on the gear icon and select Setup.
  • Navigate to Sharing Settings: In the Quick Find box, type Sharing Settings and select it from the list.
  • Check Organization-Wide Default (OWD) for the Course and Course Lesson Object: If necessary, check the OWD for the Course and Course Lesson objects are set to private.
  • Create a New Course Sharing Rule: In the Sharing Settings page, find the Course object in the list and click on New Sharing Rule.
    • Select Based on Record Owner
    • Rule Name: Share Course To Portal
    • Course: owned by members of: Public Group   All Internal Users
    • Share with: Public Group   All Customer Portal Users
    • Define the Access Level: Read Only
    • Click Save to finalize the sharing rule.

2. Place LWC component on a Salesforce site

To place a component on a Salesforce site, you’ll need to add it to your Site. Here’s a step-by-step guide to help you achieve that:

  • Create a site (If Not Already Created).
  • Add the Lightning Component to the Site: Drag and drop the LWC to your desired location on the page.
  • Once the LWC is added, publish the changes to make the page live.

If both internal and portal users are going to use this LMS, follow these steps in Salesforce:

3. Course Content Enrichment: Video Embeds and Icon Uploads

To implement the functionality you described, you can follow these steps :

  • Upload Icon for Course and Course Topic: 
    • Attach icon to Course and Course Topic (as image).
  • Attach Video to Notes & Attachments – Course Lessons:
    • Attach video related to Course Lessons (as MP4 format).
    • Else, add YouTube Video Embed URL to RelateUrl Field (for Video Embedding) by following steps below :

4. Add Permission Set to Customer Users :

To add an LMS (Learning Management System) Permission Set to Customer Users in Salesforce, follow these steps:

  • Navigate to SetupPermission Sets.
  • Search for the LMS Permission.
  • Click on Manage Assignment and add users.
  • Click on Next and Assign.

5.Steps to Add Course Quizzes:

  • Basic Information: Enter the Question Text: The text of the question you want to ask.
  • Enter Options: Add all the options for the question in the Options field, separated by a semicolon (;).
    Example: Options: Option A;Option B;Option C;Option
  • If Single Answer Questions :
    • Enter Correct Answers: Single Option. Example: A
    • Has Multiple Answer = false
    • AnswerCount = 1 
  • Field Example
    Quiz Question What is the capital of France?
    Quiz Options Paris;London;Berlin;Madrid
    Quiz Answers A
    Has Multiple Answer Unchecked
    Answers Count 1
  • If Multiple-Answer Questions :
    • Has Multiple Answer = false
    • Specify Answer Count: Enter the total number of answers in the AnswerCount field. This should be the total number of options for the question (e.g., 4 for A, B, C, D).
    • Enter Correct Answers: List the correct answers in the Correct Answers field as letter choices, separated by commas.
      Example: Correct Answers: A,B,C
Field Example
Quiz Question Which of the following or fruits?
Quiz Options Apple;Carrot,Banana;Orange;Broccoli
Quiz Answers A,C,D
Has Multiple Answer Checked
Answers Count 3
  • Save the Question: Once all the details are filled, click Save or Submit to add the question to the quiz.

6. File Upload and Download Security Settings :

  • Navigate on Setup | Security | File Upload and Download Security.
  • Click on Edit.
  • Set download behavior for .mp4 File Type.

Please reach out to sales@innovalleyworks.com for the WhatsApp business API configurations and support.

Chat Box - Post Install Configuration