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How do I track completed Courses and Certifications in the Training and Certification Module? Print

Modified on: Wed, 14 Aug, 2024 at 4:04 PM

Tracking completed training is a key element of the Training & Certification Module. Whenever a User completes a Course or Certification, this creates a Course Completion or Certification Completion record, respectively. These records include the User, the completion date, how long the Completion is valid, and whether the Completion was created manually by an admin or by the User actually completing the Course.

To track and manage User Training Completions:

1. Click on the Training Menu.
2. Select Course Completions or Certification Completions.
3. Filter results as needed.
4. Export to Excel by clicking the downward-facing arrow in the top right corner of the page > Export to Excel.

Can I view Completions in a Partner's Profile?

Completions are also stored in the Certifications tab of the Partner's profile (see Internal view below).

Partner Details Page - Certifications (Internal View)

Individual Users can track their Completions on their profiles, and Users with access to their Organization profile can view all completions for their Organization's Users (See Partner User view below).

Organization Profile Details Page - Certifications ( Partner User View)

Can I track Certification Completions in Salesforce/HubSpot?

Yes, the Salesforce and HubSpot Partner Sync Integrations allow you to sync User and Organization Certification Completions (not to be confused with Course Completions) to the Salesforce Contact and Partner Account records, as well as the HubSpot Partner Contact and Company properties. You can do this by mapping the "Current Certifications" fields in Channeltivity to the Account/Company and Contact entities in Salesforce and HubSpot.

Note: The Certification field mappings sync one way with Channeltivity as the master for the sync.

Partner Sync Integration - Field Mappings

To update your Partner Sync Integration field mappings, go to Settings > Salesforce Integration or HubSpot Integration > Partner Sync > Add Mapping. Select "Current Certifications" from the Channeltivity dropdown menu and click the "Create New Field" button to create the corresponding field in Salesforce or HubSpot > Add.

New Field Mapping Window

Once you save your field mappings, Channeltivity will create a custom text area (255) field in Salesforce or HubSpot on the Contact and/or Account objects that will include the following Certification data:

• Name/Title
• Completion Date
• Expiration Date

Salesforce Contact Record - Current Certifications

Frequently Asked Questions:

What happens when a Course Completion expires?

Completed Courses can be used to obtain Certifications. When a User completes a Course, the Completion remains valid for a specified number of days. Once the Completion expires, it can no longer be used to obtain new Certifications until the User retakes the Course.

Also, expired Course Completions do not affect existing Certification Completions. This means that once a Course Completion expires, the User does not lose the Certification that it's tied to.

• What is the Training & Certification module, and how does it work?
• Courses, Lessons, and Quizzes
• How Do I Track Correct/Incorrect Quiz Answers?
• Certifications
• Manually Creating Course and Certification Completions

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