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D2L Brightspace and Salesforce integration

Plan how D2L Brightspace and Salesforce should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need

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Proposed workflow

Support case or ticket process handoff

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving D2L Brightspace Assignments (Dropbox) or Salesforce Cases needs a defined result in the other system.

  1. Start with D2L Brightspace Assignments (Dropbox) and Salesforce Cases. Use the record-matching and field-ownership rules from your mapping worksheet.

  2. Resolve requester, organization, team, and status references before ticket updates.

  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyEscalate the same ticket twice, close one of several tasks, and verify that private ticket content is not copied into a public work item.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between D2L Brightspace and Salesforce
D2L Brightspace recordSalesforce recordRecord matchingField ownership
Assignments (Dropbox)Proposed record; confirm Stacksync object support.Business process handoffCasesProposed record; confirm Stacksync object support.Retain separate ticket and task IDs with an explicit relationship; several tasks may resolve one ticket.Choose which ticket conditions create a work item and which task outcomes may update the support case.
Assignments (Dropbox)Proposed record; confirm Stacksync object support.Record matchingTasks and EventsProposed record; confirm Stacksync object support.Use a stable task/work-item ID and preserve its project or parent-ticket reference.Choose the owner of task status and assignment; destination workflow states may require an explicit transition.

These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

D2L Brightspace

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Users
  • Enrollments
  • Org Units
  • Grades
  • Content (Modules, Topics, and User Progress)
  • Quizzes
Confirm support for this record type and the direction you need.

Discuss D2L Brightspace requirements

Salesforce

Read and write support varies by record

Record types covered in the setup guide

Record typesCoverage and requirements
  • Writable standard objects (subject to detection mode)
  • Writable custom objects (subject to detection mode)
See connector requirements. Confirm field permissions and sync direction.

Read the Salesforce connector guide

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits
Connection requirementD2L BrightspaceSalesforce
Integration interfaceBrightspace (Valence) REST API split into independently-versioned Learning Platform (lp) and Learning Environment (le) components, plus the Data Hub / Data Export Framework and Brightspace Data StreamsREST, SOAP, and Bulk APIs
AuthenticationConfirm the credentials, API plan, and permissions required for D2L Brightspace.OAuth login via a Salesforce user
Change detectionConfirm how Stacksync detects changes for this connector and the objects you need.Stacksync uses Apex triggers where permitted, or regular incremental polling when triggers cannot be used.
Read accessConfirm with StacksyncAvailable for supported records
Write accessConfirm with StacksyncAvailable for supported records

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA BAA
  • GDPR
  • CCPA
  • DPF US-EU-UK-CH

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

D2L Brightspace
Integration interface
Brightspace (Valence) REST API split into independently-versioned Learning Platform (lp) and Learning Environment (le) components, plus the Data Hub / Data Export Framework and Brightspace Data Streams
Authentication
Confirm the credentials, API plan, and permissions required for D2L Brightspace.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the D2L Brightspace account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for D2L Brightspace, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for D2L Brightspace and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
Salesforce
Integration interface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Stacksync uses Apex triggers where permitted, or regular incremental polling when triggers cannot be used. Confirm the selected mode for each object.
Read access
Available for supported records
Write access
Available for supported records
Setup requirements
  • Authorize a Salesforce user with API access. Check whether the selected objects can use Apex triggers or require polling.
  • Test in a sandbox and make the intended objects and fields visible to the connected user.
Limitations to check
  • Object eligibility depends on write access and the selected detection mode. Non-triggerable objects cannot use trigger mode.
  • Read-only and formula fields need separate handling; a Salesforce platform capability does not establish support for every object.
Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

Salesforce setup guide

Prepare D2L Brightspace and Salesforce access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

D2L Brightspace setup checklist
  • Identify the D2L Brightspace account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for D2L Brightspace, including read/write support, authentication, and initial-load limits.
Salesforce setup checklist
  • Authorize a Salesforce user with API access. Check whether the selected objects can use Apex triggers or require polling.
  • Test in a sandbox and make the intended objects and fields visible to the connected user.

Setup guides: Authorize Salesforce

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the D2L Brightspace and Salesforce planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Business process

Assignments (Dropbox) / Cases

Support-to-work-item handoff: Salesforce Cases provides context for D2L Brightspace Assignments (Dropbox). These are related records, not equivalent entities.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

D2L Brightspace
Object support to establish
Salesforce
Object support to establish
Record identity
Retain separate ticket and task IDs with an explicit relationship; several tasks may resolve one ticket.
Field ownership
Choose which ticket conditions create a work item and which task outcomes may update the support case.

Fields to include

  • Source record reference
  • Destination record reference
  • Approved handoff state
  • Duplicate-detection key
Record dependencies
Resolve requester, organization, team, and status references before ticket updates.
Validation
Escalate the same ticket twice, close one of several tasks, and verify that private ticket content is not copied into a public work item.
Recovery
Check whether a reply or notification was already sent before replaying ticket actions.

References: D2L Brightspace: Assignments (Dropbox) documentationSalesforce: Cases documentation

Record matching

Assignments (Dropbox) / Tasks and Events

Compare whether D2L Brightspace Assignments (Dropbox) and Salesforce Tasks and Events describe the same task or work item in your business.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

D2L Brightspace
Object support to establish
Salesforce
Object support to establish
Record identity
Use a stable task/work-item ID and preserve its project or parent-ticket reference.
Field ownership
Choose the owner of task status and assignment; destination workflow states may require an explicit transition.

Fields to include

  • Source task ID
  • Parent reference
  • Assignee
  • Status
  • Due date
Record dependencies
Resolve project, user, and parent-item references before the task.
Validation
Test a reassignment, an unsupported status transition, a deleted parent, and a due date across time zones.
Recovery
Reconcile the destination state before retrying a transition to avoid reopening completed work.

References: D2L Brightspace: Assignments (Dropbox) documentationSalesforce: Tasks and Events documentation

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Assignments (Dropbox) / Cases to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Retain separate ticket and task IDs with an explicit relationship; several tasks may resolve one ticket. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your D2L Brightspace and Salesforce record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Assignments (Dropbox) / Cases, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider explicit orchestration for the Assignments (Dropbox) / Cases handoff.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery.

File or scheduled snapshot

Best fit
Consider for a one-time D2L Brightspace / Salesforce migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Support case or ticket process handoff

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Assignments (Dropbox) or Cases record needs a defined result in the other system.

  1. Start with D2L Brightspace Assignments (Dropbox) and Salesforce Cases. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve requester, organization, team, and status references before ticket updates.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Escalate the same ticket twice, close one of several tasks, and verify that private ticket content is not copied into a public work item.

If it fails: Check whether a reply or notification was already sent before replaying ticket actions.

Task or work item sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Assignments (Dropbox) or Tasks and Events record needs a defined result in the other system.

  1. Start with D2L Brightspace Assignments (Dropbox) and Salesforce Tasks and Events. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve project, user, and parent-item references before the task.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test a reassignment, an unsupported status transition, a deleted parent, and a due date across time zones.

If it fails: Reconcile the destination state before retrying a transition to avoid reopening completed work.

Define an explicit handoff between D2L Brightspace and Salesforce

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A business event involving Users or Assignments (Dropbox) needs a defined response involving Accounts or Contacts.

  1. Document what the source event means and which destination record or action should respond. A similar name does not establish a shared entity.
  2. Retain separate IDs and choose whether the destination is a report, a new work item, or a change to an existing record.
  3. Assign an approval owner and a duplicate-detection rule before running an action. Use a custom workflow only after its endpoint support is confirmed.

Expected result: An example input has an unambiguous destination and expected result; repeated delivery produces only the intended change.

If it fails: Resolve missing identity or ambiguous business meaning before retrying; route unsupported operations to the implementation owner.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Assignments (Dropbox) / Cases

Test case

Escalate the same ticket twice, close one of several tasks, and verify that private ticket content is not copied into a public work item.

Expected result

The expected support case or ticket relationship is preserved with no duplicate action or unintended write.

Assignments (Dropbox) / Tasks and Events

Test case

Test a reassignment, an unsupported status transition, a deleted parent, and a due date across time zones.

Expected result

The expected task or work item relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated support case or ticket change

Investigate

Inspect D2L Brightspace Assignments (Dropbox) and Salesforce Cases, their IDs, and the destination error.

Next action

Check whether a reply or notification was already sent before replaying ticket actions.

Rejected or repeated task or work item change

Investigate

Inspect D2L Brightspace Assignments (Dropbox) and Salesforce Tasks and Events, their IDs, and the destination error.

Next action

Reconcile the destination state before retrying a transition to avoid reopening completed work.

A record type or update is unavailable

Investigate

Check the D2L Brightspace and Salesforce connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between D2L Brightspace and Salesforce

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

D2L Brightspace Salesforce Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Salesforce.

Salesforce D2L Brightspace Direction requires confirmation

Detect changesStacksync uses Apex triggers where permitted, or regular incremental polling when triggers cannot be used. Confirm the selected mode for each object.

Apply updatesConfirm that Stacksync can create or update the records you need in D2L Brightspace.

Update timing and record limits
  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
FAQ

D2L Brightspace and Salesforce integration FAQ

Next step

Plan your integration with an engineer

Walk through your D2L Brightspace and Salesforce records, field mappings, and requirements with an integration engineer.