> ## Documentation Index
> Fetch the complete documentation index at: https://docs.junojourney.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Salesforce records and reports
> What the Juno integration looks like inside Salesforce — records, reports, and the dashboard.
export const RelatedPages = ({pages = []}) => {
if (pages.length === 0) return null;
return <>
Related articles
{pages.map(page => )}
;
};
export const RoleBadge = ({roles = []}) => {
const colorMap = {
Admin: "yellow",
Manager: "blue",
Learner: "green",
"Co-editor": "purple"
};
return <>
{roles.map(role => {role}{" "})}
;
};
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](/integrations/salesforce-activity-sync).
## The Juno Learning Activity record
Every learner+Unit pair gets **one record** that fills in as the learner progresses — assigned, started, completed, with the latest quiz attempt alongside. Records live on the learners your team already works with:
* **Customer learners** — records link to the **Contact** (and its **Account**), so reps see training history right on the customer record.
* **Staff learners** — records link to the Salesforce **User**.
Records are permanent Salesforce data in your org: they're yours to report on, automate on, and keep — including after a disconnect.
## Shipped reports
The app installs a **Juno Learning Reports** folder with four reports, each built to answer one question:
| Report | The question it answers |
| ------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Assigned But Never Started** | Who's sitting on an assignment? Assigned At set, Started At blank — with a **Deep Link** to send the learner straight in. Learners drop off the report as soon as they start. |
| **Most Trained Accounts** | Which customer Accounts consume the most training? Completions grouped by Account, ranked. |
| **Quiz Pass Rates** | How are quizzes landing? Pass vs fail split per Unit, with average Grade showing how close the failures were. |
| **Recently Completed Learners** | Who just finished? Completions from the last 30 days, most recent first — follow up while the win is warm. |
## The dashboard
**Juno Learning Overview** puts the headline numbers on one page — completions, assignments awaiting a start, and quiz outcomes. Add it to your team's dashboard rotation like any Salesforce dashboard.
## Who sees what
Two permission sets ship with the app:
| Permission set | Who gets it | What it grants |
| ----------------------------- | ------------------------------------------------------ | --------------------------------------------------------------------- |
| **Juno Learning Integration** | The one integration user who authorizes the connection | Write access — activity records are created as this user |
| **Juno Sales User** | Reps, RevOps, anyone who consumes the reports | Read-only access to learning activity — see everything, write nothing |
Assign **Juno Sales User** broadly — 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 — 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 isn't live yet — don't build filters or formulas on it.