This page shows the Salesforce side of the integration: where learning activity appears, the reports and dashboard that ship with the Juno app, and who in your org sees what. For how data gets there, see Salesforce activity sync.
The Juno Learning Activity record
Every learner+Unit pair gets one record that fills in as the learner progresses β assigned, started, completed, with the latest quiz attempt alongside. Records live on the learners your team already works with:
- Customer learners β records link to the Contact (and its Account), so reps see training history right on the customer record.
- Staff learners β records link to the Salesforce User.
Records are permanent Salesforce data in your org: theyβre yours to report on, automate on, and keep β including after a disconnect.
Shipped reports
The app installs a Juno Learning Reports folder with four reports, each built to answer one question:
The dashboard
Juno Learning Overview puts the headline numbers on one page β completions, assignments awaiting a start, and quiz outcomes. Add it to your teamβs dashboard rotation like any Salesforce dashboard.
Who sees what
Two permission sets ship with the app:
Assign Juno Sales User broadly β the value of the integration is reps seeing training context on their accounts. Nobody but the integration user ever needs write access.
Building your own reports
Everything is standard Salesforce reporting on the Juno Learning Activity object β group, filter, cross-join with your own fields. Three rules keep numbers honest:
- Report on the timestamp fields, not Event Type. Event Type is just the latest synced event; Assigned At / Started At / Completed At are the lifecycle truth.
- A quiz attempt is not a completion. Quiz Result / Quiz At / Grade carry the latest attempt; Completed At only counts real Unit or Journey completion.
- Expires At is reserved and stays blank. It ships on the object for certification expiry, which isnβt live yet β donβt build filters or formulas on it.