Salesforce

Connect Instruqt with Salesforce to create hands-on lab invites directly from Opportunities and track prospect engagement in real-time.

Important: The Salesforce integration is currently available by request. Contact our Customer success team to enable this feature for your organization.

Overview

The Instruqt Salesforce integration enables your sales team to:

• Create personalized invites directly from Opportunity records

• Track prospect engagement including time spent, progress, and completion

• View session feedback and ratings within Salesforce

• Match activity to Contacts automatically by email address

How It Works

When a user creates an invite from an Opportunity in SalesForce, Instruqt generates a shareable link. When prospects claim the invite and complete tracks, their activity syncs back to Salesforce as Session records - giving your team visibility into engagement without leaving the CRM.

Prerequisites

Before enabling the integration, ensure you have:

Requirement	Instruqt	Salesforce
Role	Team Owner or Team Admin	System Administrator
Edition	Any paid plan	Professional, Enterprise, or Unlimited

Lightning Experience Required: This integration uses Lightning Web Components and is not compatible with Salesforce Classic.

Enable the Integration

The setup requires configuration in both Instruqt and Salesforce. Follow these 4 steps in order.

https://www.youtube.com/watch?v=LNbGnYz_tzIwww.youtube.com

Step 1: Get the Installation Link from Instruqt

1. Log in to play.instruqt.com as a Team Owner or Admin

2. Navigate to Team Settings > Integrations

3. Find the Salesforce card and click Connect

4. You'll receive a package installation link

5. Click the link to proceed, or copy it to share with your Salesforce admin

The link takes you to Salesforce to install the managed package.

Step 2: Install and Configure in Salesforce

2a. Install the Managed Package

1. Click the installation link from Instruqt (or paste it into your browser)

2. Log in to Salesforce as a System Administrator

3. Choose Install for All Users (recommended)

4. Click Install (installation can take a a few minutes, you will recieve an email when complete)

5. Wait for the installation confirmation email

Verify: Go to Setup > Installed Packages and confirm "Instruqt for Salesforce" appears.

2b. Assign the Integration Permission Set

Complete this step BEFORE returning to Instruqt. Without this permission set, data sync will fail.

1. Go to Setup > Users > Permission Sets

2. Click instruqtapp__Integration_Access

3. Click Manage Assignments > Add Assignment

4. Select the user who will complete the OAuth connection. That user will finish the integration process from Instruqt in Step 3. (see tip below)

5. Click Assign

Recommended: Create a dedicated integration user (e.g., `[email protected]`) for the OAuth connection. This ensures the integration stays connected even if individual users leave your organization.

2c. Activate Remote Site Setting

Critical: Salesforce installs Remote Site Settings as inactive by default. You must manually activate this setting or API calls will fail.

1. Go to Setup > Security > Remote Site Settings

2. Find Instruqt_API (or instruqtapp__Instruqt_API)

3. Click Edit

4. Check the Active checkbox

5. Click Save

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Step 3: Complete the Connection in Instruqt

Log in as the correct user. During the OAuth flow, you must authenticate as the Salesforce user who has the `instruqtapp__Integration_Access` permission set assigned.

1. Return to Instruqt and click Continue

2. You'll be redirected to Salesforce for OAuth authorization

3. Log in using the Integration User credentials (the user with instruqtapp__Integration_Access)

4. Review the requested permissions and click Allow

Verify: The integration card in Instruqt shows "Connected" status.

Data Processing: Instruqt uses Paragon as a subprocessor to handle Salesforce data synchronization. See our [subprocessor list](https://instruqt.com/legal/subprocessors) for details.

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Step 4: Assign User Permission Sets in SalesForce

Grant access to your sales team based on their role:

Role	Permission Set	Access
Sales Representatives	instruqtapp__Editor	Create invites, view sessions
Sales Managers	instruqtapp__Viewer	Read-only access to all data
Salesforce Admins	instruqtapp__Admin	Full access including configuration

To assign a permission set:

1. Go to Setup > Users > Permission Sets

2. Click the appropriate permission set

3. Click Manage Assignments > Add Assignment

4. Select users and click Assign

That's it! The integration is now active. Instruqt data will sync to Salesforce automatically.

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Recommended Configuration

The following configurations are optional but recommended for the best experience.

Page Layout

Add the Quick Action to Opportunities

Enable the "Create Instruqt Invite" button on Opportunity records:

1. Go to Setup > Object Manager > Opportunity > Page Layouts

2. Edit your active Opportunity layout

3. In the palette, find Mobile & Lightning Actions

4. Drag Create Instruqt Invite to the "Salesforce Mobile and Lightning Experience Actions" section

5. Click Save

Verify: Open any Opportunity and confirm the action appears in the highlights panel.

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Add Related Lists (Recommended)

Display Instruqt data directly on Opportunity records:

1. Edit your Opportunity page layout

2. Scroll to the Related Lists section

3. Add these related lists:

   • Instruqt Invites — Invites created for this Opportunity

   • Instruqt Sessions — Prospect activity and progress

4. Click Save

Recommended columns for Instruqt Invites:

• Title, Status, Invite URL, Claim Count, Expires At

Recommended columns for Instruqt Sessions:

• Contact, Content Title, Status, Progress, Completed At, Rating

Reports

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Using the Integration

https://youtu.be/Q8Ia9lzwhiEyoutu.be

Create an Invite from an Opportunity

1. Open an Opportunity record in Salesforce

2. Click Create Instruqt Invite in the highlights panel (or from the actions dropdown)

3. Step 1 - Initial configuration of the Invite:

   1. Details: Public Title (required), Public Description, Internal Title

   • Sharing: Sharing Method (Shareable Link or Embed), Invite Type (Self-Paced or Live Event)

4. Step 2 - Select Content:

   • Browse or search available tracks and labs

   • Click Add to select content for the invite

   • Use Refresh to sync the latest content from Instruqt

   • Click Next when done

5. Step 3 - Configure limits of the invite:

   • Access Mode: Anyone with the link, Anyone leaving the details, (recommended) Only specific people

   • Limits: Invite Limit, Expiration, Play Limit, Play Time Limit

   • Settings: Learner Sharing, Instructor Tools, Screen Sharing

6. Step 4 - Select Contacts (will be skipped if you selected Anonymous is Step 3):

   • Select contacts from the Opportunity to receive the invite

   • Leave all unchecked for an anonymous invite link

   • Click Next to continue

7. Click Create Invite

The invite URL appears on the Instruqt Invite record. Share this link with your prospects.

Track Prospect Engagement

When prospects claim an invite and start a track:

1. An Instruqt Session record is created in Salesforce

2. The session automatically links to:

   • The Contact (matched by email)

   • The Opportunity (from the invite)

   • The Invite used to access the content

3. Progress updates sync as the prospect completes challenges

Session fields include:

• Status: Not started, In progress, Completed

• Progress: Visual summary of challenge completion (e.g., ✓ ✓ ○ ○)

• Duration: Time spent in the track

• Rating: Prospect's rating (1-5 stars)

• Feedback: Written comments from the prospect

Sync Timing: Session data typically syncs within 2-30 seconds of activity in Instruqt.

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How to Use Instruqt's Reports in Salesforce

The Instruqt for Salesforce package includes 5 pre-built reports to help you measure the impact of hands-on experiences on your sales pipeline.

https://youtu.be/mNi7bsRb7oQyoutu.be

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Available Reports

Engagement by Opportunity

Identifies which prospects have actively engaged with your hands-on content.

Use this report to:

• See which contacts on a deal have completed labs or demos

• Prioritize follow-ups with engaged buyers

• Identify opportunities where prospects haven't engaged yet

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Pipeline by Stage

Shows your sales pipeline with Instruqt engagement metrics broken down by deal stage.

Use this report to:

• Understand how engagement correlates with deal progression

• Identify stalled deals lacking hands-on engagement

• Track engagement trends across your pipeline stages

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Completion Analysis

Measures completion rates across all invites you've sent.

Use this report to:

• Identify content that prospects finish vs. abandon

• Spot content that may be too long or complex

• Optimize your hands-on experiences based on completion data

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Content Engagement Summary

Reveals which specific tracks, labs, and sandboxes drive the most engagement.

Use this report to:

• Double down on high-performing content

• Identify underperforming assets that need improvement

• Align sales and marketing on which content resonates

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All Opportunities Pipeline

Provides a holistic pipeline view combining deal data with Instruqt activity.

Use this report to:

• Get a single view of deal health and prospect engagement

• Support pipeline reviews and forecasting

• Identify opportunities that could benefit from hands-on content

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Accessing Reports

All reports are located in the Instruqt_Reports folder:

1. Go to Reports in Salesforce

2. Navigate to All Folders > Instruqt_Reports

3. Click any report to view it

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Sharing Reports with Your Team

To give your sales team access to these reports:

1. Go to Reports > All Folders > Instruqt_Reports

2. Click the folder dropdown and select Share

3. Add appropriate users, roles, or public groups

4. Set access level:

   • View — Users can run reports but not modify them

   • Edit — Users can customize and save report changes

5. Click Save

Tip: Share with a public group like "Sales Team" rather than individual users for easier maintenance.

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Customizing Reports

You can modify any pre-built report to fit your needs:

1. Open the report you want to customize

2. Click Edit

3. Add or remove fields, filters, and groupings

4. Click Save As to create your own version

Note: Save customizations as a new report to preserve the original pre-built version.

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Building Custom Reports

To create your own Instruqt reports:

1. Go to Reports > New Report

2. Select a report type:

   • Instruqt Invites — Report on invite creation and usage

   • Instruqt Sessions — Report on prospect engagement and progress

   • Instruqt Invites with Sessions — Combined view of invites and resulting activity

3. Add fields, filters, and groupings as needed

4. Save to the Instruqt_Reports folder or your own folder

Useful fields for custom reports:

Object	Key Fields
Instruqt Invite	Title, Status, Claim Count, Expires At, Opportunity
Instruqt Session	Contact, Content Title, Status, Progress, Duration, Rating, Completed At

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Architecture

Data Model

The integration creates custom objects in Salesforce to store Instruqt data. All objects use the instruqtapp__ namespace prefix:

Object	Purpose	Relationship
instruqtapp__Config__c	Stores API credentials and sync state	1 per org
instruqtapp__Content__c	Caches track/lab metadata	—
instruqtapp__Invite__c	Invite records	Lookup to Opportunity
instruqtapp__Invite_Claim__c	Records when invites are claimed	Master-Detail to Invite
instruqtapp__Session__c	User progress and engagement	Lookups to Contact, Opportunity, Invite

Authentication

Direction	Method
Salesforce → Instruqt	KMS-signed JWT (API Key stored in instruqtapp__Config__c)
Instruqt → Salesforce	OAuth 2.0 (managed by Paragon)

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Troubleshooting

Connection Issues

OAuth connection fails

Symptoms: Error during Salesforce login or redirect fails

Solutions:

1. Clear browser cache and cookies

2. Use an incognito/private browser window

3. Ensure you're logging in with the user who has instruqtapp__Integration_Access

4. Verify the Remote Site Setting is active

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Integration shows "Disconnected"

Symptoms: Previously working integration stops syncing

Solutions:

1. The Integration User may have been deactivated—verify user is active

2. OAuth token may have expired—reconnect the integration from Instruqt

3. Check Remote Site Setting is still active in Salesforce Setup

API Errors

Data Issues

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Verification Checklist

After setup, verify the integration is working:

Connection:

• Remote Site Setting for api.instruqt.com is active

• Integration shows "Connected" in Instruqt Team Settings

• instruqtapp__Config__c record exists in Salesforce

Functionality:

• Users can see "Create Instruqt Invite" button on Opportunities

• Invite wizard loads tracks/labs successfully

• Creating an invite returns a working URL

• Claiming an invite creates a Session record in Salesforce

• Session progress updates as challenges are completed