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:
- Click on Certifications.
- Click on New.
- Select User Certification.
- Name the Certification and add the details.
- Set the Certification Expiration if needed.
- Set the Group Permissions for the Certification.
- Click Save.
With the Certification created, add the Courses required for completion.
To add Courses to a Certification:
- Click on the name of the Certification.
- Click Add Courses.
- Select a Course.
- Repeat until all required Courses are added.
Publish the Certification once all the required Courses have been added.
To Publish the Certification:
- Click the Action button.
- 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:
- Click on Certifications.
- Click on New.
- Select Organization Certification.
- Name the Certification and add the details.
- Set the Certification Expiration if needed.
- Click Save.
Click into the Certification to publish it:
- Click Action.
- 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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