Salesforce LMS Integration: Four Robust Methods to Improve Your Customer Training

  • Home
  • Blog
  • Salesforce LMS Integration: Four Robust Methods to Improve Your Customer Training

Our lives are entwined with technology across industries – ranging from manufacturing, aviation, education, retail, and service to any other industry. At the core of every industry lies its workforce which needs the right kind of training to propel the growth of the organization which is incomplete without appropriate staff training. Unpredictable times like now, have made employee training a nightmare as most of the Learning Management Software (LMS) were not equipped to handle the stress of remote virtual training. The latest Customer Relationship Management (CRM) software like Salesforce and LMS integration, make a great difference though. You might be wondering, how can Salesforce and LMS bridge the gap and help organizations grow. Hold on! We will be discussing that in the next section.

Salesforce streamlines processes for organizations across verticals, possibly for every industry over the cloud, while an LMS facilitates virtual learning through course creation, learning path determination, certification, assessment, tracking, reporting, etc. Until now, we spoke of the problem, i.e., how training will be imparted through both these platforms. And the solution to this issue is through Salesforce-LMS integration using an Application Program Interface (API) – which is a set of codes.

How Does the Salesforce LMS Integration Process Work?

As we have already discussed, Salesforce and LMS integration is done through APIs, the LMS administrator installs APIs and decides which fields from the learning system should be populated into the Salesforce system. This helps to have related data in both systems.

For example, a set of employees is having unique IDs and is assigned to roles in Salesforce and a course enrollment within the LMS system specific to the particular job roles attached to the unique IDs. Here is how the employees and the employer benefit from the integration:

  • Employees earn credits and badges for professional progress:
    A successful Salesforce-LMS integration trains the staff with the latest skillsets essential for their job role and improves their productivity. As a result the employees earn rewards, recognitions, certifications and badges that would accelerate their career growth.
  • Employers evaluate employee performance easily:
    Within an integrated Salesforce-LMS ecosystem, the organization can evaluate employees’ progress in training, view account records in Salesforce, auto-enrolment, advanced reporting and tracking, pre-scheduled meetings, implement single sign-on (SSO) for ease of use and security, and a lot more than that. The employer can retain their staff, reduce new hiring costs and pressure off the HR department, and enhance ROI.

How do they enhance customer training?

Together both these applications offer an efficient training platform to organizations allowing them to share data, communicate, train and evaluate employees for enhancing their skills according to the job roles and contribute to the growth of the organization. By now, you must have understood how Salesforce and LMS integration helps any organization.

How about exploring the integration process that improves customer experience through training? Let’s dive in:

  • Gains remarkable insights for better customer experience:
    We observed that it was a daunting task for an organization to track and view sales-related data about the customers and the learning programs they joined in. Merging the sales-related data with the data related to customers and courses/programs would offer valuable insights. And, this data-driven knowledge eventually would lead to additional opportunities for revenue generation, such as diverse training formats, new product lines, preferences specific to – account or industry segment, and sales outreach timing or roles.
  • Supports your customers to visualize what’s next:
    With adequate training through Salesforce-LMS integration, your sales teams are now well-informed and prepared for customer-centric interactions. As a result, the teams can recommend the most suitable learning paths to the customers – depending on the courses they have completed and pursuing within your LMS site.
    For example, you want to get five of your software developers to complete certification in Salesforce Marketing Cloud and prepare them for a prospective client project. Rose and Kendall among them have already earned the Salesforce Administrator and Salesforce Developer certifications. You can recommend them for the Salesforce Marketing Cloud training and certification.
  • Enables you to understand your customers better:
    Salesforce-LMS integration offers a comprehensive insight into the types of courses and content consumed by a specific employee at account and contact level. Through Salesforce, you get a clear idea about the customer relationship. This explains what courses or certifications the user has earned, the frequency of visits to your site, how engaged they are with your learning products, what would bring them the next level of recognition, when is the renewal time, what is the next learning path, etc. Understanding these helps you know your customers better and cater to their learning needs effectively.
  • Explains the value of customer training:
    It is crucial for your customers to embrace your services and products for successful customer education. Once the customers understand your products and services, they will be keen on investing their time and money with you by renewing their contracts. Unless they receive value-for-money and reliable solutions, they might not renew their contracts with you.
    Your organization can achieve all these benefits we have shared just now using the latest LMS. Salesforce-LMS integration educates organizations to realize the importance of customer training and success. It offers learning metrics to help your team recognize the impact of quality training.

With the right Salesforce-LMS integration, an organization can achieve impactful insights within a modernized customer training platform. The ideal learning management system for Salesforce ought to have the following features:

  • The capability to invite contacts individually to your training site within Salesforce
  • An easy-to-setup integration without asking for any IT support
  • The competency to instantly pick the learner data fields expected to show up in your Salesforce contacts
  • The ability to synchronize trainees with their Salesforce – contact account through unique identifiers like mobile number or email id.

Conclusion
The four methods and the features we have discussed are the bare necessities for organizations to offer enhanced customer training experiences for their existing and new customers. These ensure a seamless experience in products & service engagement. Choosing an LMS for Salesforce-LMS integration will be easier if you look up the Salesforce AppExchange. Because it is one of the most trusted spaces for LMS applications that are compatible and resourceful for your customers’ training needs. You can explore more with MapleLMS for cost-effective and scalable solutions with Salesforce integration.

Leave A Comment

Demo

Request a Demo

Tags

association lms association lms features learning management system features learning management system for associations lms association lms association of learning lms for associations what is an lms Corporate LMS corporate lms in Uk corporate training programs learning management system uk lms platforms uk lms providers uk lms software uk learning content management system online learning platform enterprise learning management systems extended enterprise training learning programs lms platform online certification programs online training course online training program training programs content management system e - learning content learning management systems lms learning platform lms features online course online learning content training content training program LMS event salesforce connections Salesforce LMS salesforce world tour Salesforce World Tour events Salesforce World Tour London Salesforce World Tour London 2024 benefits of data encryption data security and integrity general data protection LMS password security LMS security password security Corporate Training customer retention customer success team learning management system Lms software lms training Online Learning enterprise learning management system lms learning management system lms training platform online learning management system best learning management systems for healthcare healthcare learning management system healthcare lms healthcare training platform lms for healthcare lms for healthcare training lms systems for healthcare Compliance Training learning management system for healthcare lms for heathcare best corporate lms best lms for corporate training corporate learning management software Corporate Learning Management System corporate lms systems customer service E-learning platform eLearning lms platform mobile devices top learning management system customer relationship management system customer training platform LMS CRM integration LMS for salesforce LMS Salesforce integration salesforce lms integration channel partner training LMS employee training LMS for partner training partner training program partner training software product knowledge training healthcare organizations HIPAA security learning management system lms corporate learning management systems elearning platform employee trainings online courses healthcare compliance training healthcare information course content learning materials learning program BFSI corporate training BFSI Training Platform financial management online training lms financial services lms for bfsi lms in finance technology corporate training technology training compliance training software Learning Experience learning objectives lms manufacturing SMART Proctoring dashboard lms lms dashboard lms for software companies maple lms Best Healthcare LMS Software Continuing Learning Platform for healthcare Healthcare Learning Management Systems training platform or software for healthcare Best LMS For Non profits learning management system for non profit lms for churches lms for non profit non-profit LMS nonprofit association nonprofit training lms solution AMS Integrations elearning platform 2024 LMS LMS Customization LMS predictions LMS trends can lms detect switching tabs lms data migration lms migration lms migration checklist LMS Migration Guide lms migration services lMS Switching to a New Learning Platform best lms platform Employee Training lms lms for employee training corporate lms trend learning management system trends learning trends lms industry trends LMS Reporting Integrated salesforce lms certification lms integration with salesforce lms systems that integrate with salesforce corporate learning platform LMS for corporate training does salesforce have an lms Salesforce lms certification salesforce platform training Best Healthcare Learning Management Systems (LMS) 2024 best healthcare lms e learning for healthcare platform Healthcare lms certification Healthcare lms training Lms for healthcare certification Lms for healthcare certification online learning management system salesforce platform training LMS Platform & Training Solutions lms for finance lms for finance training lms for hospitality lms for hospitality industry lms for hospitality training lms hospitality software lms system for the hospitality industry ms system for the hospitality industry associations lms 21 CFR Part 11 Active SSL Certificate Content Authoring Standard Content Authoring Tools Data Encryption Data Security FDA Part 11 food and drug administration OAuth2.0 SAML Security Assertion Markup Language collaborative learning experience continous learning data insights e-learning software employee engagement learner's behaviour tracking multi-format learning multitenancy Customer Training Employee Onboarding Gamification Gamification LMS Partner Training AI Proctoring Live Proctoring Online Proctoring Software LMS Integration eCommerce LMS Proctored Online Exams Learning Management System Software Salesforce Learning Management System Online Exam Remote Proctoring Online Assessment Cloud-based Learning Management System Interactive Learning LMS Mistakes Online Exams Online Proctoring ecommerce Education Association Learnapalooza Virtual Events advantages of LMS LMS features comparison remote training software Culturally Responsive Online Learning LMS Reporting and Analytics Integrations Leadership Training online training Online Proctored Exam online proctored exam meaning Online Proctoring Services Online Test Proctor Online Webcam Proctoring AICC LMS Stakeholders SaaS-based LMS SCORM Social Learning xAPI Live Online Proctoring AMS Integration AMS LMS Integration Learning Path Suggestion LMS Course Automation LMS for Association Non-dues Revenue Personalized Content Salesforce Integration AI Suggested Guided Learning Paths Content Authoring Tool LMS SOPs Mobile-friendly Learning Performance Tracking MapleLMS Integration Shopify Integration AI-based Learning Path LMS Learning Path Suggestion AI-enabled Learning Paths Automated Reporting Certificate Auto-generation LMS Customer Support LMS Vendors AICC Compliance Corporate LMS Training CRM Integration LMS Administration LMS Branded Mobile Apps LMS Report Automation LMS Sigle Sign-On SCORM Compliance White-labeled LMS xAPI/TinCan Compliance Branded Mobile Apps LMS Content Performance LMS Dashboards LMS Progress Tracking Performance Metrics Reporting and Analytics AI-proctored Examination Software AI-proctored Exams Certified Human Proctors Exam Security Online Examination Tool Best learning management system LMS for sales white-labeled learning management system AMS Fonteva Learners’ Progress Tracking Offline Learning Auto Proctoring Certified Human Proctor Image Proctoring Review and Recording Video Proctoring SCORM Compliant LMS SCORM LMS Microsoft Teams Salesforce Integrat Remote Proctoring Software LMS GoToMeeting Integration AI Proctored Exam
Summary
Salesforce LMS Integration: Four Robust Methods to Improve Your Customer Training
Article Name
Salesforce LMS Integration: Four Robust Methods to Improve Your Customer Training
Description
Salesforce compatible LMS for learning and development success. Read here Learning Management Systems Integrated with Salesforce how to improve your customer training experience.
Author
Publisher Name
MapleLMS
Publisher Logo