Troubleshooting, Best Practices & Next Steps
| Quick Reference
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1. Step-by-Step Reconnection Instructions
Follow these steps to restore your Skilljar-Salesforce connection. The process typically takes 10-15 minutes.
Step 1: Access the Salesforce Integration Settings
- Log in to your Skilljar Dashboard
- Navigate directly to: https://dashboard.skilljar.com/salesforce
Step 2: Re-authenticate Your Connection
- Expand the “Domain and Authentication settings” section
- Your prior settings should still be intact:
- Domain filtering: Which domains pass data to Salesforce
- Sandbox vs. Production: Confirm correct Salesforce environment type
- Link Contacts: Enable if linking students to Salesforce contacts
- Click "Save and Authenticate with Salesforce"
- Log in to Salesforce with the Salesforce integration user you used previously
- Grant the requested permissions when prompted
| 📘 Need a refresher? See the full setup guide: Salesforce Integration Setup Guide |
Step 3: Verify Your Connection
After re-authenticating, verify the authentication was successful:
- A confirmation dialog should appear indicating successful authorization to Skilljar
- The green confirmation in the “Authentication status” block at the top of the page indicates a successful connection to Salesforce
| 📘 Documentation: Downloading Salesforce Integration Activity Logs |
Step 4: Backfill Historical Data
Once your connection is verified, you can restore training data that wasn't synced during the downtime:
- On the Salesforce settings page in the Skilljar Dashboard, locate the Backfill button
- Click the button to initiate the backfill process
- The backfill process runs in the background, and will take time to complete. Time varies depending on data volume and may take upwards of 24 hours to complete.
- Verify in Salesforce that content has populated into your Salesforce App.
2. Apex Code & Automation Considerations
If your organization has built custom Salesforce automation around Skilljar data, review this section before and after re-authentication.
| ⚠️ Consider Temporarily Disabling During Backfill If your automations have side effects (sending emails, creating tasks, updating external systems), consider disabling them before clicking the Backfill button:
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Student Linking Logic
If you use "Link to Contacts" or "Create New Contacts" in Skilljar:
- Your linking logic will remain as configured
- Email-based matching continues to work the same way
3. Additional Resources
Skilljar Documentation
| Topic | Link |
|---|---|
| Salesforce Integration Setup | |
| Integration Activity Logs | |
| Student Linking Logic | |
| Historical Data Backfill | |
| Custom Objects & Fields |
Contact Information
- Skilljar Technical Support: support@skilljar.com
- Status Page: status.gainsight.com
- Community FAQ: communities.gainsight.com