marketplace development guide
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“Training guide” requirements

Glossary Item Box

Training guides on the certified Marketplace solutions will be available on the Academy site as a separate Marketplace course. For example, you can use the following link: https://academy.creatio.com/trainings

To create a training module on one of the Marketplace solutions, the partner should prepare and provide the following materials:

  • Video tutorial
  • Training article (optional)
  • Test questions
  • Practical assignment (optional)


An example of the training module is available under the following link.

Video tutorial requirements

Purpose: teaching employees and customers how to work with the solution

General requirements:

  • Function of the solution
  • Business cases for using the application
  • Examples of tasks to solve
  • Details on how the functionality works

Duration: 3-10 minutes. If the video duration exceeds 10 minutes, divide the video into several separate videos.

Content: a screencast of the setup procedures and use cases with voice-over. You can use presentation slides to illustrate the conceptual part in the video.

Use this link to download the slide templates (title+presentation).

Requirements to the resulting file:

  • Video in the .mp4 format, extension 1920x1080.
  • Voice-over script (may be used to add subtitles).

Requirements to the picture in frame:

  • All texts appearing in the frame must be translated into the language of the current video. E.g., English videos should not contain texts in French or German and vice-versa. This applies to all texts in the frame, including browser captions or pop-up messages.
  • Use Google Chrome (standard theme) browser to work with the application during screencasts.
  • Do not display personal data on the screen (e.g., saved tabs, personal messages, etc). The author’s name and picture, though, are permitted.
  • You can use grey shading to highlight the clicks.
  • Use standard Windows Explorer for working with the file manager.
  • When working with the file manager, the folders must not contain any extra files that are not related to the demonstrated case.
  • Cut out all technological moments, such as: application window switching UI, spelling errors when entering text, load times, loading masks, etc.
  • To highlight the key interface elements (fields, details, areas), use the marquee select (a red frame with the width of 5 px) or the effect of blurring the rest of the area.
  • Logical video blocks must be separated with title slides.

Training article requirements

Purpose: providing additional training materials on the aspects of the solution operation. The materials must be available in free access.

The article must contain:

  • “See also” links for a deeper insight into the solution functionality.
  • The links can reference Russian or English resources.
  • The follow-up text should specify the resource, where the user will be redirected.


Duration of reading: 1-3 minutes.


Requirements to the resulting file:

  • Format: *.docx.
  • Volume: around 250 words (one industry-standard text page).

Requirements to the test questions:

Purpose: self-testing and revision of the covered material.

Volume: 3-5 questions.

If the solution involves several videos, there should still be a single list of questions for the whole solution.

Test duration: 1-10 minutes.

Requirements to the test questions:

  • Include at least one marked correct answer and several incorrect answers with each test question.
  • Multiple or single choice questions are permitted.
  • The multiple choice questions contain an additional “Select all that apply” statement.
  • The gist of the question must be clarified in the main video. The questions that are not explained in the video, difficult or “tricky” questions are not allowed.
  • The question must be short and clear, no ambiguity permitted.

Requirements to the resulting file:

  • A *.docx file that includes both the test questions and practical assignment.

Requirements to the practical assignment

Purpose: the final self-assessment for the participant, obtaining practical skills of working with the solution, if applicable.

Note that the website does not provide any means to verify or evaluate the assignment results and performance.

Content: the use case specifics (business case) must be unique, but the assignment logic should match the material provided in the video.

Duration: 15-20 minutes.

Requirements to the resulting file:

  • A *.docx file that includes both the test questions and practical assignment.
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