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.
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
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.
Before enabling the integration, ensure you have:
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.
The setup requires configuration in both Instruqt and Salesforce. Watch the video, and follow these 4 steps in order.
Log in to play.instruqt.com as a Team Owner or Admin
Navigate to Team Settings > Integrations
Find the Salesforce card and click Connect
You'll receive a package installation link
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.
Click the installation link from Instruqt (or paste it into your browser)
Log in to Salesforce as a System Administrator
Choose Install for All Users (recommended)
Click Install (installation can take a a few minutes, you will recieve an email when complete)
Wait for the installation confirmation email
Verify: Go to Setup > Installed Packages and confirm "Instruqt for Salesforce" appears.
Complete this step BEFORE returning to Instruqt. Without this permission set, data sync will fail.
Go to Setup > Users > Permission Sets
Click instruqtapp__Integration_Access
Click Manage Assignments > Add Assignment
Select the user who will complete the OAuth connection. That user will finish the integration process from Instruqt in Step 3. (see tip below)
Click Assign
Recommended: Create a dedicated integration user (e.g., `instruqt-integration@yourcompany.com`) for the OAuth connection. This ensures the integration stays connected even if individual users leave your organization.
Critical: Salesforce installs Remote Site Settings as inactive by default. You must manually activate this setting or API calls will fail.
Go to Setup > Security > Remote Site Settings
Find Instruqt_API (or instruqtapp__Instruqt_API)
Click Edit
Check the Active checkbox
Click Save
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.
Return to Instruqt and click Continue
You'll be redirected to Salesforce for OAuth authorization
Log in using the Integration User credentials (the user with instruqtapp__Integration_Access)
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 subprocessors list for details.
Grant access to your sales team based on their role:
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:
Go to Setup > Users > Permission Sets
Click the appropriate permission set
Click Manage Assignments > Add Assignment
Select users and click Assign
That's it! The integration is now active. Instruqt data will sync to Salesforce automatically.
The following configurations are optional but recommended for the best experience.
Enable the "Create Instruqt Invite" button on Opportunity records:
Go to Setup > Object Manager > Opportunity > Page Layouts
Edit your active Opportunity layout
In the palette, find Mobile & Lightning Actions
Drag Create Instruqt Invite to the "Salesforce Mobile and Lightning Experience Actions" section
Click Save
Verify: Open any Opportunity and confirm the action appears in the highlights panel.
Display Instruqt data directly on Opportunity records:
Edit your Opportunity page layout
Scroll to the Related Lists section
Add these related lists:
Instruqt Invites — Invites created for this Opportunity
Instruqt Sessions — Prospect activity and progress
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
The package includes 5 pre-built reports in the Instruqt_Reports folder:
Engagement by Opportunity
Which prospects engaged with hands-on content
Pipeline by Stage
Pipeline view with engagement per stage
Completion Analysis
Completion rates across all invites
Content Engagement Summary
Which content drives the most engagement
All Opportunities Pipeline
Pipeline overview with Instruqt activity
To share reports:
Go to Reports > All Folders > Instruqt_Reports
Click the folder dropdown > Share
Add appropriate users, roles, or public groups
Set access level (View or Edit)
You can watch video on how to use Instruqt's SalesForce integration here.
Important: Tracks don't appear in Salesforce automatically. To make a track available when creating an invite, you need to tag it with salesforce. Only tagged tracks show up in the invite creation flow.
By default, no tracks are shown in the Salesforce invite creation flow. Tagging gives you control over which content is made available to your sales team, so they only see the tracks that are relevant to them.
To make content available in Salesforce:
Open the track you want to make available.
Add the tag salesforce.
Save. The track will now appear in the invite creation flow.
Casing doesn't matter – salesforce, Salesforce, and SALESFORCE are all recognized. The only value that won't be picked up is sales force with a space.
Open an Opportunity record in Salesforce
Click Create Instruqt Invite in the highlights panel (or from the actions dropdown)
Step 1 - Initial configuration of the Invite:
Details: Public Title (required), Public Description, Internal Title
Sharing: Sharing Method (Shareable Link or Embed), Invite Type (Self-Paced or Live Event)
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
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
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
Click Create Invite
The invite URL appears on the Instruqt Invite record. Share this link with your prospects.
When prospects claim an invite and start a track:
An Instruqt Session record is created in Salesforce
The session automatically links to:
The Contact (matched by email)
The Opportunity (from the invite)
The Invite used to access the content
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.
The Instruqt for Salesforce package includes 5 pre-built reports to help you measure the impact of hands-on experiences on your sales pipeline.
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
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
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
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
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
All reports are located in the Instruqt_Reports folder:
Go to Reports in Salesforce
Navigate to All Folders > Instruqt_Reports
Click any report to view it
To give your sales team access to these reports:
Go to Reports > All Folders > Instruqt_Reports
Click the folder dropdown and select Share
Add appropriate users, roles, or public groups
Set access level:
View — Users can run reports but not modify them
Edit — Users can customize and save report changes
Click Save
Tip: Share with a public group like "Sales Team" rather than individual users for easier maintenance.
You can modify any pre-built report to fit your needs:
Open the report you want to customize
Click Edit
Add or remove fields, filters, and groupings
Click Save As to create your own version
Note: Save customizations as a new report to preserve the original pre-built version.
To create your own Instruqt reports:
Go to Reports > New Report
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
Add fields, filters, and groupings as needed
Save to the Instruqt_Reports folder or your own folder
Useful fields for custom reports:
Instruqt Invite
Title, Status, Claim Count, Expires At, Opportunity
Instruqt Session
Contact, Content Title, Status, Progress, Duration, Rating, Completed At
The integration creates custom objects in Salesforce to store Instruqt data. All objects use the instruqtapp__ namespace prefix:
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
Salesforce → Instruqt
KMS-signed JWT (API Key stored in instruqtapp__Config__c)
Instruqt → Salesforce
OAuth 2.0 (managed by Paragon)
Symptoms: Error during Salesforce login or redirect fails
Solutions:
Clear browser cache and cookies
Use an incognito/private browser window
Ensure you're logging in with the user who has instruqtapp__Integration_Access
Verify the Remote Site Setting is active
Symptoms: Previously working integration stops syncing
Solutions:
The Integration User may have been deactivated—verify user is active
OAuth token may have expired—reconnect the integration from Instruqt
Check Remote Site Setting is still active in Salesforce Setup
Symptoms: The package installation fails with errors like "Invalid type" or "Method does not exist", referencing classes that are not part of the Instruqt package.
Solutions:
Check the class names in the error messages — Instruqt package classes all have the instruqtapp__ prefix. If the failing classes don't have this prefix, they belong to your org.
Fix the broken classes in your org by updating method signatures or references to match current code.
Delete any broken classes that are no longer needed (e.g., old test classes or deprecated schedulers).
Retry the package installation once your org compiles cleanly.
Salesforce recompiles all Apex code in the org during package installation. If your org has pre-existing broken code, this surfaces those errors even though they existed before the install. The Instruqt package has no triggers on standard objects and no batch or scheduler classes.
Symptoms: Invite creation fails, tracks don't load, or sync fails
Solutions:
Go to Setup > Security > Remote Site Settings
Find the Instruqt_API entry
Click Edit and ensure Active is checked
Save and retry
This is the most common issue. Salesforce installs Remote Site Settings as inactive by default.
Symptoms: Invite wizard shows error when loading content
Solutions:
Verify integration shows "Connected" in Instruqt
Check Remote Site Setting is active for api.instruqt.com
Verify instruqtapp__Config__c record has valid Team ID and API Key
Symptoms: Prospects complete tracks but no Session records appear
Solutions:
Wait up to 5 minutes for real-time sync to complete
Verify the prospect used the correct invite link
Check the Integration User has instruqtapp__Integration_Access
Run a retroactive sync to backfill missing data
Symptoms: Users don't see the button on Opportunities
Solutions:
Verify Quick Action is on the Opportunity page layout
Confirm user has instruqtapp__Editor or instruqtapp__Admin permission set
Symptoms: Tabs or related lists don't appear
Solutions:
Verify user is assigned an Instruqt permission set (Viewer, Editor, or Admin)
User may need to log out and back in after assignment
Check profile-level object permissions if using custom profiles
Symptoms: When creating a new invite in Salesforce, no tracks are available to add in the invite creation flow.
Solution:
In Instruqt, go to the Content tab.
Check whether the tracks that should appear in Salesforce are tagged salesforce.
If not, add the tag.
Return to the invite creation flow in Salesforce and confirm the tagged tracks now appear.
After setup, verify the integration is working:
Connection:
Functionality:
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