Brief Overview

Cornerstone is a cloud-based learning and talent management platform that lets organizations deliver training, track course completions, and manage employee development across courses, events, and curriculums.

The Cornerstone integration surfaces a user's most urgent trainings directly in the WalkMe Menu for Desktop through the My Courses widget, and gives users a one-click shortcut into the relevant course, event, or curriculum inside Cornerstone.

How It Works

Capabilities

My Courses widget

View your overdue and upcoming trainings directly from the desktop menu. The widget surfaces a prioritized subset of your transcript across courses, events, and curriculums, sorted so the most urgent items appear first.

• Select a training item to open it directly in Cornerstone

• Each item shows one of three statuses:

  • Overdue: the due date has passed

  • Due soon: the item has an upcoming due date

  • Assigned: The item was assigned but without a due date

    • Items are sorted by priority: overdue first, then upcoming, then assigned

• Select Show More to display additional trainings beyond the top three items shown

Enterprise Search

Search for a course and access it from the Menu.

WalkMe Menu Enterprise Search

Configure WalkMe on Cornerstone

1. Sign in to Cornerstone as an administrator

2. Select Settings, and then under Admin, select Tools

3. Select EDGE from the list of configuration tools

4. In the EDGE menu, select API Management

5. Select Manage OAuth 2.0 Applications

6. Select Register New Application

7. Enter the application details:

   1. Application Name: a name to identify this integration, for example WalkMe Menu

   2. User ID: the Cornerstone User ID of the service account the integration authenticates as. This is often the administrator's User ID

8. Select Register Application

9. Copy the Client Secret and store it securely. The client secret is shown only once. If you lose it, you'll need to regenerate it in Cornerstone

10. Select Continue to return to the API Management page, then copy the Client ID

11. Keep the Client ID and Client Secret — you'll enter them, along with your Cornerstone sub-domain (tenant), on WalkMe Console

Configure Cornerstone on WalkMe Console

1. Open the WalkMe Console

2. Select the Content category

3. Select the Menu app

4. Select the Integrations page

5. Locate Cornerstone and select Setup

6. In the Configuration Setup popup, fill in the following fields:

   1. Cornerstone Tenant (required): the sub-domain assigned to you by Cornerstone

   2. OAuth Client ID (required): the client identifier for background authentication

   3. OAuth Client Secret (required): the secret token for background authentication

   4. Display Name (optional): sets how the integration name appears in the menu

   5. Logo URL (optional): sets the icon that appears in the menu

7. Select Save And Enable

Connecting Cornerstone on Desktop Menu

1. Open the desktop menu by clicking the widget (on Windows) / the WalkMe icon on the Mac Menu bar, or by hitting ctrl/cmd+shift+E

2. Click the Settings icon in the tabs bar

3. Click Connect on the Cornerstone card under the Integrations tab

4. The widget is now available on the menu homepage