Certification is a key part of Partner Training. With the training elements, built-in Certifications can be added. 


Creating User Certifications:


User Certifications can be tied to the training Courses a User completes and automatically awarded. When you set up a User Certification you designate the Courses that are required for the Certification. User certifications also have a set expiration date and Certification Completions are mappable to the Contact object in Salesforce and HubSpot. To create a Certification:

  1. Click on Certifications.
  2. Click on New.
  3. Select User Certification.
  4. Name the Certification and add the details.
  5. Set the Certification Expiration if needed.
  6. Set the Group Permissions for the Certification.
  7. Click Save.


With the Certification created, add the Courses required for completion.


To add Courses to a Certification:

  1. Click on the name of the Certification.
  2. Click Add Courses.
  3. Select a Course.
  4. Repeat until all required Courses are added.


Publish the Certification once all the required Courses have been added.


To Publish the Certification:

  1. Click the Action button.
  2. Select Set Publish Status: Published

****If a yellow text box pops up, something has not been completed. Follow the instructions in the text box.****


Creating Organization Certifications:


Organization Certifications are tied to an Organization and are manually assigned to an Organization when Certification requirements are met. Organization Certifications have a start and end date and the Completions are mappable to the Account and Company objects in Salesforce and HubSpot. To create an Organization Certification:

  1. Click on Certifications.
  2. Click on New.
  3. Select Organization Certification.
  4. Name the Certification and add the details.
  5. Set the Certification Expiration if needed.
  6. Click Save.


Click into the Certification to publish it:

  1. Click Action.
  2. Select Set Publish Status: Published

****If a yellow text box pops up something has not been completed, follow the instructions in the text box.****


Organization Certifications are awarded manually by going to Training & Certification > Certification Completions > New Organization Certification Completion. 


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