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 Users complete and automatically awarded. User Certifications have a set expiration date, and the Completions are mappable to the Contact objects in Salesforce and HubSpot. Learn more about this topic here: How do I track completed Courses and Certifications in the Training and Certification Module?.


When setting up a User Certification, you designate the Courses required for the Certification. Once a User completes all of the required Courses, the system automatically awards them with a Certification Completion.  Follow the instructions listed below to create a User Certification:

  1. Go to the Training & Certification module and select Certifications > New.
  2. Select User Certification.
  3. Name the Certification and add the details.
  4. Set the Certification Expiration.
  5. Set the Group Permissions for the Certification.
  6. Click Save.


With the Certification created, you can 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 Actions 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.****


User Certification Completions can also be awarded manually by going to Training & Certification > Certification Completions > New > New User Certification Completion.


You'll then select a User, Certification, enter the Completion Date, and Expiration Date > Save.  


Creating Organization Certifications:


Organization Certifications are awarded manually to Organizations to indicate a company-level status or achievement. Organization Certifications have a start, and end date, and the Completions are mappable to the Account and Company objects in Salesforce and HubSpot. Follow the instructions listed below 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 on 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. 


You'll then select the Organization, Certification, and enter the Completion and Expiration Dates > Save. 



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