Cornerstone for

Salesforce
Edge Integration Guide

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Table of contents
Overview 3
Prerequisites 3
Edge setup 4
Install the Cornerstone for Salesforce package 6
Manage User Licenses 8
Add CFS permission sets 10
Remote Site Settings 12
Configure Cornerstone for Salesforce 13
Activate or deactivate CFS Learner Home Integration 16
Configure Self-Registration 17
Unauthenticated user setup 21
Reporting in Salesforce 22
Appendix 24
A. Security permissions 24
Version history

DATE DESCRIPTION

1.0 6/18/2019 Original version

1.1 10/17/2019 Multiple SSO configurations now supported

1.2 7/13/2020 Self-registration and reporting

Overview
A Cornerstone for Salesforce (CFS) Integration is available in
the Edge Marketplace. Once this integration is enabled, learners
are empowered to leverage content within their flow-of-work
by seamlessly surfacing Learner Home content in Salesforce.
Administrators can add CFS transcript, carousels, and search
components to any Salesforce Force.com page or use the out-
of-the box CFS Learner Home page. End-users can view their full
transcript, learning carousels and playlists, search for, launch, and
complete learning, - all without leaving Salesforce.

Prerequisites
• Cornerstone Learning with Learner Home enabled in your portal

• Salesforce Lightning Experience enabled

• A unique identifier on User record in Cornerstone and Salesforce that can be used to map
users (i.e. external ID, email).

• Users will need to have the Learner Home security permission add to their Cornerstone
security role..

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Edge setup
Use the Cornerstone Edge Marketplace to install CFS.

Note: CFS is only available for the Lightning Experience in Salesforce platform.

1. In CSOD, go to Admin > Tools > Edge > Edge Marketplace.

2. Click on the Cornerstone for Salesforce tile.

3. Click Purchase.

4. Complete Billing Information

5. Click Configure Now to continue. If you are not ready to configure, click Later.

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6. The Settings page opens.

7. Click Setup Instructions and review the setup information.

8. Copy the Client ID, Client Secret, Portal Name, and Base URL information. You will
need this information later in the configuration.

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Install the Cornerstone for
Salesforce package

Use the Cornerstone Edge Marketplace to install CFS.

Note: We recommend installing these packages into a Salesforce sandbox first.

1. Copy the package link from Edge and paste it into the URL bar. You will be prompted to
login.

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Use the Cornerstone Edge Marketplace to install CFS.

Note: We recommend installing these packages into a Salesforce sandbox first.

1. Copy the package link from Edge and paste it into the URL bar. You will be
prompted to login.

2. The Install Cornerstone page opens.

3. Click Install for Admins Only.

4. Click Install to begin installing the package. The Approve Third-Party Access
window opens.

5. Check Yes, grant access to these third-party web sites, and then click Continue.

Note: Accepting these trusted sites is required for installation.

When the installation is complete an Installation Complete message appears, and the
Installed Packages page opens..

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Manage User Licenses
Manage user licenses to give users access to the CFS package.

Note: All users that use this integration must have CFS licenses. During the trial period, you
are allowed up to 100 licenses. When you are ready to purchase CFS, please contact your
account manager to update your licenses.

1. In Salesforce, go to Setup > Installed Packages. The Installed Packages page opens.

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Manage user licenses to give users access to the CFS package.

Note: All users that use this integration must have CFS licenses. During the trial period,
you are allowed up to 100 licenses. When you are ready to purchase CFS, please contact
your account manager to update your licenses.

1. In Salesforce, go to Setup > Installed Packages. The Installed Packages page

opens.

2. In the Installed Packages section, for the Cornerstone package, click Manage
Licenses. The Package Manager page opens.

3. Click Add Users. Add Users page opens.

4. In the Available Users section, check all the users to whom you want to give
access to the CFS package or click Add All Users.

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Add CFS permission sets

Add permission sets to grant CFS configuration and/or viewing access to the appropriate
users as follows:

• Cornerstone Admin – Assign this permission to your system administrator to configure

and modify the Cornerstone Configuration.

• Cornerstone User – Assign this permission to any user who needs access to the out-of-
the-box Learner Home page and the Cornerstone Components.

1. In Salesforce, click Setup > Permission Sets. The Permission Sets page opens.

2. In the Permission Set Label column, click Cornerstone Admin. The Setup page opens
for the selected option.

3. Click Mange Assignments.

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Add permission sets to grant CFS configuration and/or viewing access to the
appropriate users as follows:

• Cornerstone Admin – Assign this permission to your system administrator to

configure and modify the Cornerstone Configuration.

• Cornerstone User – Assign this permission to any user who needs access to the
out-of-the-box Learner Home page and the Cornerstone Components.

1. In Salesforce, click Setup > Permission Sets. The Permission Sets page opens.

2. In the Permission Set Label column, click Cornerstone Admin. The Setup page
opens for the selected option.

3. Click Mange Assignments.

4. Click Add Assignments, check the appropriate user(s), and then click Assign.

Repeat steps 2 – 4, replacing Cornerstone Admin with Cornerstone User.

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Remote Site Settings
Remote Sites are the webpages that can be called from Salesforce by the application.

1. In Salesforce, navigate to the Settings page.

2. Search for "Remote Site Settings" and select the matching result.

3. Select the Edit button.

4. From the Cornerstone Edge Settings page copy the Base URL.

5. In Salesforce, paste the Base URL into the Remote Site URL field.

6. Select Save.

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Configure Cornerstone for Salesforce

Configure CFS to enable communication between CFS and Salesforce.

1. In Salesforce, click the App Launcher.

2. Select Cornerstone Configuration

3. Complete the API Settings: Enter the information that you copied from the CFS Edge
Installation screen.

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4. Complete the Single Sign-On Configuration (Optional): Single Sign On allows
users to seamlessly redirect from Salesforce to Cornerstone when viewing or
launching training. Configuring SSO requires the use of an Identity Provider (IdP) to
authenticate a user that can be configured in several different ways, using various
third-party systems. Note: If you don’t configure SSO, users are prompted to log-
in to Cornerstone when want to launch learning or view details. For assistance with
Configuring SSO, please open a case through Support Central.

5. Complete the following fields:

• SSO Endpoint - This is your IdP URL which will authenticate the user before
redirecting to Cornerstone.

• Return Url Parameter - This is the name of the parameter that your IdP uses for
the Cornerstone URL where the user is redirected.

6. Complete the User Field Mapping: Users that appear in both Cornerstone and
Salesforce must be identified across both systems to retrieve and view learning
information.

a. Complete the following fields:

• Salesforce User Field - Select the user field that you want to use as the
Salesforce identifier.

• Cornerstone User Field - Select the user field that you want to map as the
matching Cornerstone identifier.

Example of a successful mapping

In the Salesforce User Field, select username and in the Cornerstone User
Field, select email.

Salesforce uses an email address as their user’s username using the following
format: firstname.lastname@gmail.com

Cornerstone’s email addresses are also in the following format: firstname.

lastname@gmail.com

Examples of unsuccessful mappings

• Duplicate users/email: Mapping the Salesforce email firstname.lastname@

gmail.com to CSOD email firstname.lastname@gmail.com and two
Salesforce users have the same email address

• No match: no CSOD or Salesforce user with the selected email address.

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 b. When you are done mapping, click Save.

• If the mapping is correct, the Test mapping button is enabled. Click Test
mapping to continue. This activates a batch job that attempts to match users
that have access to the CFS-Salesforce 2.0 connector to users in CSOD.

Click OK to close the message. When the mapping is complete, the admin will receive an
email that show the status and any errors.

Click the link in the email to view a mapping details report in Salesforce.

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Activate or deactivate CFS Learner
Home Integration
Activate CFS to enable all the features and functionality. Deactivate CFS when you need to
make changes

1. Activate: Click Activate to enable CFS features and functionality. Once activated, users
with the appropriate permissions can perform tasks. The Cornerstone Integration
Status field changes to Active.

Note: It is recommended that you activate the CFS Integration after you test the user
mapping.

2. Deactivate: Click Deactivate to disable CFS. You can also disable CFS in CSOD by going
to ADMIN > TOOLS> EDGE > MARKETPLACE >. Locate the CFS item in the list and click
the toggle to deactivate. While deactivated, users cannot perform any CFS tasks. The
Cornerstone Integration Status field changes to Inactive.

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Configure Self-Registration
1. Configure Cornerstone Registration Component.

a. Go to Setup > Communities > Open Community

b. Choose the Builder tile from the Workspaces view.
c. From the top dropdown choose the "Register" page.

d. From the Lightning Bolt Icon, open the Components section. Under the Custom
Components you'll find the "Cornerstone Self Registration" component. Drag and
drop the component where you would like to component to display.

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e. On the right hand-side menu you'll see the configuration attributes of the
Cornerstone Self Registration Component.
i. Add the required field "Account ID". This is the Salesforce Account ID that
you want to associate the new users that register through the Cornerstone
Self-Registration Component.
ii. Add the optional field "Cornerstone Division". This is the Cornerstone
Division that the new users will be associated with. To see your Cornerstone
Divisions login to your Cornerstone Portal as an admin user. Go to Admin >
Tools > Core Functions > Organizational Units > Manage Organizational Unit
Hierarchy. Select "Division" as the Organizational Unit and note the "ID" of
the Division you want. Input that ID to the "Cornerstone Division" field of the
Cornerstone Self Registration component builder.
iii. Add the optional field "Cornerstone Position". From the Organizational Unit
admin view in Cornerstone, change the dropdown to Position and note the
ID of the position you want your new users to be assigned to. Input that ID to
the "Cornerstone Position" field.
iv. Add the optional field "Cornerstone Location". Follow the same instructions
as the steps above.
v. Add the optional filed "Cornerstone Cost Center". Follow the same
instructions as the steps above.
vi. Add the optional field "Manager". From your Cornerstone portal go to
Admin > Users and find the User ID that you want as the manager for all the
new users that are registered through this component. Add the ID to the
"Manger" field.
vii. Add the labels for the fields "First Name", "Last Name", "Username" and
"Email". These are the labels that the users will see when they use the
component. You can leave the default pre-populated labels.
The final screen should look similar to this:

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 viii. From the top right click "Publish".
2. Edit Community Settings. Choose the Administration tile from the Workspaces
view.

a. Members section. Select the Profile that you want to assign to new users from
the "Available Profiles" and click Save.
b. Login & Registration section. Go to "Registration Page Configuration" section
and check "Allow external users to self-register".
i. From the "Registration Page Type" dropdown choose "Community Builder
Page" and from the lookup select the "Register" page.
ii. Select the Profile from the dropdown that you want your users to be
assigned to when they register. Click "Save"
iii. The Account field under Login and Registration is not supported by
Cornerstone for Salesforce
c. Settings section. Click "Activate Community" to make the community available
to the users.
3. Get the SSO Endpoint field to setup SSO for the Community.

a. Go to Setup → Manage Connected Apps. Click the Connected app the

you created when you setup Salesforce as the IDP. Under the SAML Login
Information section, click the "For Communities" caret to get the Idp-Initiated
Login Url for your community.
b. Save the Idp-Initiated Login Url.

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4. Create SSO configuration for Community. Prerequisite is that you have
already created.

a. Go to Setup > Custom Settings > Cornerstone SSO Configuration. Click

Manage to create a new SSO for the Community. Click New.
b. From the location choose the Profile that you assign to the users that join
the Community from Step 3.b.ii.
c. For the SSO Endpoint field use the Idp-Initiated Login Url from Step 4.b.
d. For the Return Url Parameter put RelayState
e. Click Save.

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Unauthenticated user setup
To create an unauthenticated user experience for the community guest users you have to set
the Cornerstone Username and Cornerstone Id to the Community Guest User.
• From the Setting check the "Public Can Access the Community" checkbox.

• Click on the Guest User Profile (Cornerstone Profile)

• Click on the "Assigned Users".
• Click on Edit "Site Guest User, ..."
• Now you can add the Cornerstone Username and Cornerstone Id to that user.
• Prerequisites: add the Cornerstone Username, Cornerstone Id, Cornerstone Culture
fields to User page layout).

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Reporting in Salesforce
Clients can use their Cornerstone for Salesforce (CFS) integration to surface some
learning data from within Salesforce using new “Contact Training” and “Account Training”
components. Transcript data and Salesforce data can be used to run reports and create
dashboards, all without having to leave Salesforce. This enhancement may remove the need
for outbound data feeds for some clients by centralizing reporting where they work – in
Salesforce.
  
USES CASES
• Create reports in Salesforce to combine closed sales opportunities with training
completion.
• Keep track of training completed by implementation consultants associated with a
partner account.
• Ensure training completion before allowing an employee to begin working on a key
project.
  
TRAINING VIEW
Training View displays the transcript progress of users associated with the page. This
component only works on Account, Contact, and User Record objects. In the Account view,
the following information is displayed for all contacts and users associated with the account:
learner name, total number of assignments, last launched date, total number of training that
is not started/in progress/completed. In the Contact and User Record views the following
information is displayed for that specific user or contact: training title, status (not started/in
progress/completed), progress %, due date.

NOTES
• Only transcript data is supported.
• Cornerstone data cannot be modified in Salesforce.
• Reporting is not real time. There is a 30 minute delay for any updates.
  

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PATH
Admin Path: Admin > Tools > Edge > Marketplace|Integrations > Cornerstone for
Salesforce (To install|setup CFS integration)
  
ENABLEMENT
Available by default for clients that have enabled the Cornerstone for Salesforce
integration in Edge. Configuration is done within Salesforce. Not available during UAT.

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Appendix
A. Security permissions
In Cornerstone OnDemand (CSOD), users need the following permissions to access the CFS
tile in the Edge Marketplace:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY

Edge Integrations - Grants access to the Integrations service Edge

Manage for Edge Integrate where the administrator
can configure, enable, and disable their
thirdparty integrations that are used
within the Cornerstone system. This
permission cannot be constrained. This is
an administrator permission.
Edge Marketplace - Grants access to the Marketplace Edge
Manage service for Edge Integrate where the
administrator can browse and purchase
third-party integrations that can be
used to extend the Cornerstone system.
This permission cannot be constrained
This is an administrator permission.

Learner Home Grants access to the Learner Home and Learning

the Learning Search page. This is an end
user permission. This permission cannot
be constrained.

Additionally, users need the following Salesforce permissions:

• Cornerstone Admin – Assign this permission to your system administrator to configure

and modify the Cornerstone Configuration.
• Cornerstone User – Assign this permission to any user who needs access to the out-of-
the-box Learner Home page and Cornerstone Components.

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