Configure Coach reporting in Salesforce Updated November 19, 2024 18:12 Note: This article is about the new beta Admin App, which is still in development. Changes may occur. Please provide feedback directly in the beta app. We're taking some of the guessing out of how user learning progress, such as PitchIQ and test scores, contributes to closed business with Coach ROI in Salesforce. Utilizing Coach reporting data in Salesforce allows you, as an admin, to see insights on users, Paths, and Courses within Salesforce so you can associate individual progress with their sales opportunities. This reporting works by periodically pulling in data from Showpad Coach, so you can view your reports and dashboards without leaving Salesforce. Not only does the Showpad Coach Reporting app make it easy to view data in Salesforce, but you can also schedule the data retrievals to happen automatically at a convenient time for you and your organization. We provide the data, and you can control what you and your users see within the Salesforce dashboards. Key Features Create Salesforce reports and dashboards with Coach data View Coach reporting data in Salesforce Schedule data retrievals Save various reports for easy access You need this to succeed The beta Admin App enabled Salesforce admin or relevant permissions (Download AppExchange packages and Customize Application) Showpad Administrator or Promoted Member access Showpad Plus package Select your Salesforce Experience Classic Lightning See how it's done on Salesforce Classic Install and configure the Showpad Coach Reporting for Salesforce App Schedule automatic data retrievals from Showpad to Salesforce View your Coach Reporting data in Salesforce Do this step by step Install and configure the Showpad Coach Reporting for Salesforce App In Salesforce, navigate to set up and search for Deliverability in the quick search. Click the Access Level drop down and select All Email. Click Save. Install the Showpad Coach Reporting package here, and follow the installation setup. Select the Install for All Users option. In Showpad, generate your personal API token. Navigate to Admin Settings, then select API. Click API Tokens. To create a new one, add a name, leave Expiry Date unchecked, and then click Add. Copy the token, as you will need it later, then click Done. In Salesforce, click Setup. In the left side menu, search and select Custom Metadata Types. Find Showpad Coach Authorization and click Manage Records. Click New to create a new record. Fill in the Label and Showpad Coach Reporting Authorization Name with showpad_coach_api. In the Showpad Coach Reporting API Org field, input your Showpad subdomain. In the Showpad Coach Reporting API auth, paste the API token you generated in step 5. Click Save. In the left side menu, search for Remote Site Settings. Click New Remote Site. Name the site, for example showpad_coach_api. Add your Showpad URL as the website, for example, https://myorganization.showpad.biz. Click Save. At this point, you can do an initial data sync between Showpad and Salesforce. To do so, open the Showpad Coach app from the App Launcher. Select the Showpad Coach Sync Test tab. Click Sync reporting data now. This will initiate a sync of users, course, and path data to your Salesforce instance. Data will populate in the Showpad Coach Users, Showpad Coach Courses, etc tabs in the top menu. Click any of the tabs in your Showpad Coach app to populate and view the reports. Schedule automatic data retrievals With Coach reporting in Salesforce, you can also schedule automatic retrieval of data from Showpad. To do so search for Apex Classes in Salesforce setup. Select Apex Classes. Click Schedule Apex. Give the scheduled job a name, such as Daily Coach Reporting Sync: Users. In the Apex Class field, input the type of report that you would like to pull from Showpad. The options are:ScheduledLearnCoreUserMergeScheduledLearnCoreCourseUserMergeScheduledLearnCoreAdminManagerMergeScheduledLearnCoreChecklistItemUserMergeScheduledLearnCorePathUserMergeClicking the search icon to the right of the Apex Class field will populate these items. Next, specify the frequency you wish for the reporting data to be pulled from the Showpad Coach reporting API. Select Weekly or Monthly, then by days of the week or days of the month. We recommend scheduling the job late every evening when traffic is minimal. Click Save. Repeat this process for each of the reporting types you wish to import into Salesforce. To manage any scheduled jobs, navigate to Setup and search Scheduled Jobs. Select the Apex Class you wish to edit, then click Manage. Viewing your Reporting data in Salesforce Once your scheduled job runs or you manually sync using the Showpad Coach Sync Test tab, you will be able to view the Coach Reporting data in Salesforce. There are multiple ways to navigate to and view this data in Salesforce. To view the individual data records, select from the various tabs created by the Showpad Coach app. Each can be toggled in the list view to populate recently viewed items, or all items. The Showpad Course and Users report covers the courses a user is assigned to and their completion data. The Showpad Coach Users report shows an overview of the number of assignments users have in Coach and their status. The Showpad Coach Admin Manager report covers data based on admins and managers pertaining to their grading, such as the number of reviews they have given, and their review averages for pitches and tests. Showpad Coach Path and User report tracks user progress through their assigned paths. Finally, the Showpad Coach Path Items and Users report shows more detail on each path item and user progress for each path. To view various reports at once, navigate to the Dashboard tab. Here you will find reports and leaderboards that relate a user's Coach statistics with opportunities related to that user to display how their coursework relates to their sales numbers. The Current Fiscal Year Revenue by Manager vs Pitch IQ graph, for example, compares the Salesforce users who are managers (using the Salesforce role hierarchy) and the courses completed by their team with how much expected revenue is in open opportunities within the team. Similarly, the Previous Fiscal Quarter Closed Won by Role VS Pitch IQ compares Salesforce users in a particular role and the amount of courses they took with opportunities they won last quarter. See how it's done on Salesforce Lightning Install and configure the Showpad Coach Reporting for Salesforce App Schedule automatic data retrievals from Showpad to Salesforce View your Coach Reporting data in Salesforce Do this step by step Install and configure the Showpad Coach Reporting for Salesforce App In Salesforce Lightning, navigate to set up and search for Deliverability in the quick search. Click the Access Level drop down and select All Email. Click Save. Install the Showpad Coach Reporting package here, and follow the installation setup. Select the Install for All Users option. In Showpad, generate your personal API token. Navigate to Admin Settings, then select API. Click API Tokens. To create a new one, add a name, leave Expiry Date unchecked, and then click Add. Copy the token, as you will need it later, then click Done. In Salesforce, click Setup. In the left side menu, search and select Custom Metadata Types. Find Showpad Coach Authorization and click Manage Records. Click New to create a new record. Fill in the Label, Showpad Coach Reporting Authorization Name, and Legacy LearnCore Token fields with showpad_coach_api. In the Showpad Coach Reporting API Org field, input your Showpad subdomain. In the Showpad Coach Reporting API auth, paste the API token you generated in step 5. Click Save. Using the quick search menu, find and select Remote Site Settings. Click New Remote Site. Name the site, for example showpad_coach_api. Add your Showpad URL as the website, for example, https://myorganization.showpad.biz. Click Save. At this point, you can do an initial data sync between Showpad and Salesforce. To do so, open the app launcher and select the Showpad Coach App. Select the Showpad Coach Sync Test tab. Click Sync reporting data now. This will initiate a sync of users, course, and path data to your Salesforce instance. Data will populate in the Showpad Coach Users, Showpad Coach Courses, etc tabs in the top menu. Click any of the tabs in your Showpad Coach app to populate and view the reports. Schedule automatic data retrievals With Coach reporting in Salesforce, you can also schedule automatic retrieval of data from Showpad. To do so search for Apex Classes in Salesforce setup. Select Apex Classes. Click Schedule Apex. Give the scheduled job a name, such as Daily Coach Reporting Sync: Users. In the Apex Class field, input the type of report that you would like to pull from Showpad. The options are:ScheduledLearnCoreUserMergeScheduledLearnCoreCourseUserMergeScheduledLearnCoreAdminManagerMergeScheduledLearnCoreChecklistItemUserMergeScheduledLearnCorePathUserMergeClicking the search icon to the right of the Apex Class field will populate these items. Next, specify the frequency you wish for the reporting data to be pulled from the Showpad Coach reporting API. Select Weekly or Monthly, then by days of the week or days of the month. We recommend scheduling the job late every evening when traffic is minimal. Click Save. Repeat this process for each of the reporting types you wish to import into Salesforce. To manage any scheduled jobs, navigate to Setup and search Scheduled Jobs. Select the Apex Class you wish to edit, then click Manage. Viewing your reporting data in Salesforce Once your scheduled job runs or you manually sync using the Showpad Coach Sync Test tab, you will be able to view the Coach Reporting data in Salesforce. There are multiple ways to navigate to and view this data in Salesforce. To view the individual data records, select from the various tabs created by the Showpad Coach app. Each can be toggled in the list view to populate recently viewed items, or all items. The Showpad Course and Users report covers the courses a user is assigned to and their completion data. The Showpad Coach Users report shows an overview of the number of assignments users have in Coach and their status. The Showpad Coach Admin Manager report covers data based on admins and managers pertaining to their grading, such as the number of reviews they have given, and their review averages for pitches and tests. Showpad Coach Path and User report tracks user progress through their assigned paths. Finally, the Showpad Coach Path Items and Users report shows more detail on each path item and user progress for each path. To view various reports at once, navigate to the Dashboard tab and select Showpad Coach. Here you will find reports and leaderboards that relate a user's Coach statistics with opportunities related to that user to display how their coursework relates to their sales numbers. The Current Fiscal Year Revenue by Manager vs Pitch IQ graph, for example, compares the Salesforce users who are managers (using the Salesforce role hierarchy) and the courses completed by their team with how much expected revenue is in open opportunities within the team. Lastly, you can find your Showpad Coach reports in a list or create new reports by clicking the Reports Tab. Under all folders, select Showpad Coach. Select a report to view from the list, or click New Report. Learn how this feature works in the current Online Platform. Related articles Guide to Reports for administrators Integrate Showpad activities in Salesforce