Enrollment Workflows

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Introduction

The Absorb Salesforce App allows admins to enroll both users and contacts into courses from various areas of the Salesforce App. The enrollment process is simple, and this document will outline the areas where this task can be completed. The process is the same for both Lightning and Classic experiences, however we have broken this guide up to provide screenshots of each. ​

Enrollment Flows: Lightning Experience

From Contacts

1

Under the Contacts tab, select a Contact to open their profile, and click on Enroll in Training

enroll-1.png

2 The page following will allow you to search for, and select the training that you wish to enroll the contact into. You have the option of selecting more than one course or curricula prior to clicking on Next.
enroll-2.png
3

After clicking Next, you will be taken to the Confirm Enrollment page. Here you can review enrollment details, and add more users to the enrollment if needed, prior to clicking Finish.

enroll-3.png

 

From Accounts

1

Under the Accounts tab, select an Account to open the profile, and then click on Enroll in Training. Follow steps 2 and 3 found in the From Contacts workflow to complete the enrollment process.

enroll-4.png 

 

From Course Information

1

Under the Courses tab, select a course or curriculum to view the information page, and then click on Enroll in Training.

enroll-5.png
2

The page following will allow you to select Salesforce Contacts, yourself, or Other Salesforce Users.

Once you have selected the user(s) to be enrolled, click on Next.

enroll-6.png
3 You will then need to click on Finish to confirm the enrollment.
enroll-7.png

 

From the App Home Page

1

Under the Absorb Home tab, click Enroll on the course or curriculum you wish to enroll a user into. Follow steps 2 and 3 in the From Course Information workflow to complete the enrollment process.

enroll-8.png

 

Enrollment Flow: Classic Experience

From Contacts

1 Under the Contacts tab, select a Contact to open their profile, and click on Enroll in Training
enroll-9.png
2 The page following will allow you to search for, and select the training that you wish to enroll the contact into. You have the option of selecting more than one course or curricula prior to clicking on Next.
enroll-10.png
3

After clicking Next, you will be taken to the Confirm Enrollment page. Here you can review enrollment details, and add more users to the enrollment if needed, prior to clicking Finish.

enroll-11.png

 

From Accounts

1

Under the Accounts tab, select an Account to open the profile, and then click on Enroll in Training. Follow steps 2 and 3 found in the From Contacts workflow to complete the enrollment process.

enroll-12.png

 

From Course Information

1

Under the Courses tab, select a course or curriculum to view the information page, and then click on Enroll in Training.

enroll-13.png

2

The page following will allow you to select Salesforce Contacts, yourself, or Other Salesforce Users. Once you have selected the user(s) to be enrolled, click on Next.

enroll-14.png 
3 You will then need to click on Finish to confirm the enrollment.
enroll-15.png

 

From App Home Page

1

Under the Absorb Home tab, click Enroll on the course or curriculum you wish to enroll your user(s) into. Follow steps 2 and 3 in the From Course Information workflow to complete the enrollment process.

enroll-16.png

 

 

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