Salesforce Learning Management System Integration: 6 Easy Steps

on CRMs, Sales, Sales Analytics, Sales Dashboard, Salesforce, salesforce plugins, Tutorials • September 22nd, 2021 • Write for Hevo

To have the most effective training platform, you need to integrate Salesforce with Learning Management Systems. Salesforce is the most popular CRM across the globe because of its captivating cloud-based subscription approach and insightful marketing and sales intelligence. Most of the Learning Management Systems are doing the same for training their organizations. By Salesforce LMS integration, the business value of learning can be understood. LMS in Salesforce integrates the training workflows data with the customer and sales-related data. This escalates the training process from a cost center to a profit center.

In this blog, you will learn more about Salesforce LMS integration and how you can configure it. Before this, you will be introduced to Salesforce and Learning Management Systems along with their key features. The purpose and benefits of LMS with Salesforce Integration will also be discussed.

Table of contents

Introduction to Salesforce

salesforce lms integration:  Salesforce logo
Image Source: Wikipedia

Salesforce is a cloud-based Customer Relationship Management (CRM) tool that is designed to support companies in managing their Sales and Customer related data. You can use the Salesforce CRM without any technical background as it is easy to set up and manage. It has redefined the relationship between businesses and their customers by developing a more meaningful connection between them. By providing a single view for each of your client interactions, Salesforce CRM can give you unique insights into the customer’s journey and at the same time empower you with tools that can enhance your customers’ experience.

Also, Salesforce is Cloud-based, which implies that it can provide high flexibility and scalability to its users. Salesforce is the ultimate solution for your business as it provides all the necessary elements for your business on an automation platform with embedded intelligence.

Key Features of Salesforce

Salesforce is one of the most widely used CRM tools and the following features are responsible for its immense popularity:

  • Ease of Setup: Unlike other CRMs, which on average take up to nearly a year to get installed and deployed, Salesforce can be set up from scratch and be deploy ready within few weeks only.
  • Straightforward: Businesses don’t have to spend much time training their employees for using this CRM. It is quite straightforward and does not require much training or technical experience.
  • Customizable: Salesforce’s specialty lies in the customization that it offers. Users can customize this CRM tool according to their business requirements. This particular feature plays a huge role in Salesforce’s immense popularity.
  • Account Planning: Salesforce supplies you with enough insights about each Lead so that your Sales Team can tailor-make their approach for every potential Lead. This will surely increase their probability of success and the customer will also get a personalized experience.
  • Accessibility: Salesforce being a Cloud-based software, is accessible from all remote locations if you have a working internet connection. Moreover, Salesforce offers an application for mobile phones thus making it super convenient for the users.

Introduction to Learning Management System

salesforce lms integration: Learning Managemnt system
Image Source: elearningindustry

A Learning management system (LMS) is a web-based or software application used for E-Learning purposes. LMS helps you in the process of planning, implementing, and assessing the learning pipeline within your organization. LMS provides a tutor to create and provide content, check student participation, and assess student performance. LMS systems are frequently used in businesses and E-learning based institutions. The Learning Management system is basically a virtual classroom for learners and a management hub for administrators.

Companies use Learning Management Systems mostly in the onboarding and employee training processes. The new employees can be trained on various ventures by accessing the training material across different devices. At the end of the onboarding process, the new employee can be assessed and the areas with the scope of improvement can be identified. The overall feedback from the new employee will help other employees on how effective the training courses are and identify the changes that can be made.

Key Features of Learning Management System

The key features that were common among successful Learning Management Systems include:

  • Responsive design: You can access LMS from a smartphone, desktop, or tablet. The LMS will automatically suggest the best-suited version for your device. You can also download the contents for using them offline.
  • Ergonomic interface: The User Interface will be simple and easy to navigate through the LMS platform. The UI is designed to be intuitive for the user and the organization.
  • Assessment tools: A successful LMS will provide you assessment tools to report and analyze. An instructor or an administrator will be able to track your online training and adjust your program to be effective.
  • Support Services: The support services vary depending on the LMS vendors. Most common support services include toll-free service numbers, online discussion forums and etc.
  • Course and catalog management: The LMS contains a lot of E-Learning courses. Either the Admin or the instructor will provide a personalized learning experience for the user.

Purpose Salesforce LMS Integration

LMS with Salesforce integration provides meaningful insights on the courses and content consumed by the learner. Salesforce LMS Integration provides a bird’s eye view of the entire customer relationship. You can understand various metrics to leverage your business and satisfy the customer’s needs. You can know how frequently the user visits your learning website, the engagement metrics of your training kit, the recognitions your customers have got, and personalize their learning experience.

With Salesforce LMS integration, the correlation between the training of customers and the success of your product can be established. This is because customers need to completely understand your product/service before investing in them. You can even help your customers visualize the future trends when they learn more about your product/service.

Salesforce LMS Integration: Connection Requirements

  • Application Programming Interface(API)– LMS with Salesforce integration requires one important interface that enables the communication between any LMS and Salesforce. The interface can be an application programming interface or API that establishes the relationship between LMS and Salesforce.
  • Decide Fields-The LMS admin must install the API and then decide on the fields in the Leaning platform that needs to be pushed to Salesforce. The fields include the courses the user has already done, certifications, and milestones achieved by the user.

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Steps in Salesforce LMS Integration

LMS Salesforce integration happens via a custom web service or an app listed by LMS vendors on the Salesforce AppExchange. The generic steps in both approaches of Salesforce LMS Integration include,

  1. Single sign-on.
  2. Integrate Contacts, users, accounts.
  3. Integrate Courses and Courses offering.
  4. Integrate course recommendations and training assignments.
  5. Integrate the progress, completion, and certification status.
  6. Integrate Sales leads and opportunities.

The steps involved in Salesforce LMS integration are explained in the example below. Talent LMS is one of the most popular LMS platforms available. Talent LMS is an easy-to-use Learning Management system with a wide range of features.

Steps in Salesforce Talent LMS Integration

You can install Talent LMS in Salesforce by following these steps.

Image Source: Talent LMS

Step1: Login as Administrator to your Salesforce account and go to the Talent LMS package installation page.

Step2: On the Talent LMS package installation page, select one of these three options:

  • Install for admins only
  • Install for all users
  • Install for specific user profiles 

Step3: Click on Install and on the success page, click Done.

salesforce lms integration: Install Talent LMS
Image Source: TalentLMS

Step3: Then navigate to the Setup page and go to Apps. Go to the Installed Packages list and select Talent LMS and select Configure.

salesforce lms integration: Installed packages
Image Source: TalentLMS

Step4: Type your Talent LMS Subdomain (i.e If your TalentLMS domain is “mycompany.talentlms.com”, then “mycompany” is your subdomain) on the app configuration page.

Step5: Enter your TalentLMS API Key in the respective field mentioned. You can find your API key in your Talent LMS account(Home > Account & Settings). If not found, then just Enable API in the security section and check again. Click Save to complete your process.

salesforce lms integration: API key
Image Source: TalentLMS

Step6: You need to provide access to your TalentLMS account for the first time you access the app from Salesforce. Salesforce LMS Integration is Done now!

Benefits of Salesforce LMS Integration

  • With Salesforce LMS integration, you can invite contacts to your LMS from Salesforce.
  • You can sync Learners with their corresponding Contact Account in Salesforce.
  • You can get valuable insights to improve your revenue opportunities from Salesforce LMS Integration.
  • LMS in Salesforce will provide variations in training formats and personalize the learning experience of each customer
  • You can know your customer in a much better way and help your customers in understanding your company’s products/services.

Conclusion

From this blog, you have learned about Salesforce and Learning Management Systems. You would have understood the purpose behind
Salesforce LMS integration and the steps followed in Salesforce LMS Integration. You would have also understood the benefits of Salesforce LMS integration.

As a matter of fact, being an expert or recurring Salesforce CRM User, you are most likely working with a large number of data sources, both internally and through external Software-as-a-Service (SaaS) providers. Having all of this data in one location like Data Warehouse facilitates analysis and speeds up the decision-making process. This necessitates integration with all third-party Apps and Services. 

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