Salesforce is a powerful tool for managing customer relationships and tracking sales data, while an LMS provides advanced capabilities to deliver effective training to employees. A Salesforce LMS integration allows you to combine data from both platforms and create guided training content based on how customers interact with your business.

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Article Roadmap

• Best LMS With Salesforce Integration
  • Tovuti
  • Skyprep
  • Docebo
  • SAP Litmos
  • TalentLMS
• Benefits of Salesforce Integration
• Integration Process
• Next Steps

In this article, we will explore the top five LMS solutions that integrate with Salesforce, and how the setup can benefit your organization.

Best LMS With Salesforce Integration

Several LMSs can integrate with Salesforce, including CloudCraze, Canvas, AbsorbLMS and Cornerstone. These platforms offer features such as course management, data reporting, customized learning paths, third-party integrations and branding.

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With a Salesforce integration, you can use your LMS as a central hub for managing employee training and development within the context of your organization’s broader CRM strategy.

Here’s our list of the top five LMS programs that offer Salesforce integration.

Tovuti

Tovuti is an eLearning platform that helps organizations build, analyze and manage employee training programs. It provides features like course creation, personalized learning paths, data reporting, user groups and permissions, and progress tracking.

The solution provides an advanced API that allows any platform or application to share and receive data with Tovuti. With its Salesforce CRM integration, you can:

• Easily sync user and contact information between the two systems and connect across teams from a single platform.
• Create restrictions for importing users or contacts using filters.
• Set up how users are placed into groups based on Salesforce field values.

Import users and contacts between systems. Source

Highest Rated Features According to Our Data

• Ecommerce — 100
• User Management and Gamification — 100
• Assessments — 96
• Platform Capabilities — 96
• Collaboration — 93

Top Benefits

• Centralize Company Data: You can store important information, like branding guidelines, worker handbooks, company assets and other training data, in the content library so everyone can access resources easily.
• Save Time: You can use automation tools to categorize information and deliver it to targeted learners. For example, new employees can be automatically assigned onboarding courses on their first day. Automation can segment learners, recommend courses, assign classrooms and more.
• Support Multiple Learning Styles: The solution supports multiple learning methods like blended learning, instructor-led training, microlearning and social learning.

Primary Features

• Course Authoring and Management: Build interactive content using built-in authoring tools. Create image hotspots, virtual 360° tours, flashcards, branching scenarios and more for different activities.
• Customization: Use tools like custom logos, icons, navigation and course thumbnails to create unique portals for different departments, branches and locations.
• Integrations: Connect with third-party apps like Bizlibrary, Google Hangouts and Skype through the single sign-on functionality (SAML & OAuth 2.0), open API and a beta connection with Zapier to over 1,000 apps.

Limitations

• Software training is lacking.
• Implementation issues are common.

Features Not Fully Supported According to Our Data

• COPPA Compliance — Not supported
• Automated Enrollment — Not supported
• Mobile Collaboration — Supported with partner integrations

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SkyPrep

SkyPrep is an online training solution that provides capabilities like course creation and management, reporting, progress tracking, customization and third-party integrations. The solution is SCORM-compliant and protects user data on a secure SSL-certified cloud infrastructure.

SkyPrep’s built-in integrations and API allow you to integrate existing systems like eCommerce and webinar training with third-party apps. Its Salesforce CRM integration gives you a complete view of how customers interact with your business, helping you:

• Manage your accounts, sales and courses.
• Import and maintain information, courses and catalogs in Salesforce.
• Deliver and assign personalized content to your customers and partners.
• Create custom reports and analytic dashboards to monitor and track performance outcomes.

Perform various actions from a single dashboard. Source

Highest Rated Features According to Our Data

• Mobile Capabilities — 100
• Content and Course Management — 100
• User Management and Gamification — 100
• Ecommerce — 97
• Platform Capabilities — 96

Top Benefits

• Improve Branding: You can use custom branding tools like logos, icons, templates, domain names and color schemes to improve the look and feel of your platform.
• Keep Data Secure: The solution provides many security features, like SSL-certified infrastructure, HTTPS protocol, login verification, encrypting data at rest and PCI-DSS compliance, to protect company data from security breaches and viruses.
• Ensure Compliance: Meet regulatory compliance requirements and keep your operations running smoothly using compliance training features for various industries like healthcare, manufacturing, finance and software.

Primary Features

• Content Management: Add, store, update and track all training materials like courses, employee handbooks, assessments and more from a single platform. Upload existing content from local disks, including MS Word, MS Excel and PowerPoint.
• Mobile App: Allow learners to collaborate anytime using tools like two-way messaging, group chats, discussion, file-sharing and email.
• Personal Calendar: Plot meetings, test dates, quiz deadlines, group activities and more on an integrated calendar, accessible by all users on desktop and mobile devices.

Limitations

• Limited reporting.
• Limited assessment abilities.

Features Not Fully Supported According to Our Data

• Anti-plagiarism software integration — Not supported
• Virtual class attendance tracking — Supported with partner integrations
• Subscription management — Supported with partner integrations

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Docebo

Docebo’s learning suite provides an all-in-one platform to manage all your training processes effectively. It offers the tools and functionality to create and manage courses, build personalized learning paths, grade assessments and integrate with third-party applications.

The Docebo-Salesforce integration facilitates automated workflows between your Salesforce CRM and your Docebo Learning Suite. It allows you to:

• Sync user, course and enrollment data between the two systems to centralize management and reporting.
• Connect training and certification programs to sales metrics to measure the performance of your channel partnerships.
• Create custom reports and dashboards from/in Salesforce using Docebo’s completion data.

Schedule and manage notifications from the admin dashboard. Source

Highest Rated Features According to Our Data

• Ecommerce — 100
• Platform Capabilities — 100
• User Management and Gamification — 100
• Assessments — 96
• Mobile Capabilities — 93

Top Benefits

• Publish Content in Multiple Formats: The solution supports all significant eLearning formats like SCORM 1.2 and 2004, AICC with PENS support, and Tin Can (xAPI).
• Personalize Your Platform: You can use customization options such as themes, logos and custom domains to create a consistent experience for internal use or white-label the software for customers and partners.
• Support Global Learning: Allow users from all around the world to access the system from 40 out-of-the-box languages along with localized data formats.

Primary Features

• Ecommerce: Track revenue and view purchase history, manage course subscriptions, and sell training materials and courses through a user-friendly website.
• Gamification: Apply gamification mechanics to learning activities to improve engagement and completion rates. Create leaderboards to rank learners, award badges for completing courses, reward top performers and more.
• Data Reporting: Monitor training success using built-in reports that provide data on KPIs like course progress and completion rates, user engagement and subscription trends.

Limitations

• Upgrade issues.
• Limited assessment functionality.

Features Not Fully Supported According to Our Data

• Screen-sharing — Supported with partner integrations
• On-demand Session Recording — Supported with partner integrations
• Breakout Rooms — Supported with partner integrations

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SAP Litmos

SAP Litmos provides training solutions to small and medium-sized businesses. Its capabilities include course creation and management, learner progress tracking, collaboration and mobile compatibility.

Its Salesforce integration allows you to train community users, employees and customers, correlate data across systems using analytical reports and improve renewal rates. You can easily:

• Sync master product lists between SAP and Salesforce.
• Train licensed users, contacts and community users.
• Send data for won opportunities in Salesforce to SAP for creating invoices.

Give users access to real-time training completion data. Source

Highest Rated Features According to Our Data

• Mobile Capabilities — 100
• Content and Course Management — 100
• Ecommerce — 97
• Platform Capabilities — 96
• Assessments — 92

Top Benefits

• Improve Engagement: Motivate employees to perform well and engage with the content using gamification tools. For example, you can allow them to track their successes via a group leaderboard or award certificates to top-performing learners.
• Diversify Learning: You can build personalized learning paths based on each employee’s job roles and interests to encourage self-paced and flexible learning.
• Provide Offline Training: Users can download the iOS or Android app to access courses at their convenience, and download content to their mobile devices when learning offline.

Primary Features

• Content Library: Store important training resources like infographics, fact sheets, handouts and workbooks in an online repository accessible by all users at all times.
• Integrations: Connect your marketplace to popular third-party apps like Dropbox, Zoom, PayPal and GoToTraining.
• Assessments and Quizzes: Create quizzes and exams to test employee progress through modules. Configure components such as the number of questions, time limit and passing percentage to suit multiple disciplines and each learner’s unique needs.

Limitations

• Limited reporting capabilities.
• Poor customer service.

Features Not Fully Supported According to Our Data

• Anonymous Grading — Not supported
• Announcements — Supported with partner integrations
• On-demand session recording — Supported with partner integrations

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TalentLMS

TalentLMS is an enterprise-level LMS that offers features like course creation and management, learner progress tracking, data reporting and gamification. The solution’s security infrastructure includes encrypted communication channels, single sign-on and industry compliance.

With its Salesforce integration, you can easily connect the two platforms and get a consolidated view of customer-centric data like course enrollments, learner progress and completion data from within Salesforce. It allows you to:

• Assign courses and create groups without leaving Salesforce.
• Allow Salesforce users to access your LMS without having to sign up for an account.
• Sync all system changes automatically.

Allow users to access the system using their Salesforce credentials. Source

Highest Rated Features According to Our Data

• Content and Course Management — 100
• Platform Capabilities — 100
• User Management and Gamification — 99
• Assessments — 96
• Mobile Capabilities — 93

Top Benefits

• Customize Content: You can change the theme via the interface to reflect company colors and fonts and use authoring tools to create a custom home page or branded emails.
• Save Money: The software’s free version supports up to five users and 10 courses. Even when using a paid subscription, the various automated and AI functions free up time and resources.
• Ensure Compliance: The software provides GDPR compliance, including setup for a Terms of Service page, granting the ability to self-delete, granting the right to access data and providing an opt-out choice for data collection in reports.

Primary Features

• Mobile App: Access all training data on a native iOS and Android app, downloadable on multiple mobile devices. Offer a fluid interface to users to create a seamless browsing experience, no matter the size of the device.
• Security: Meet important security and accessibility standards such as ISO 27001, ISO 27001, ISO 9001GDRP, PCI Compliance and WCAG-2.
• Embedded Video Conferencing: Use a built-in tool for conducting meetings via video call and integrate with popular apps like Zoom, Google Meet and Skype.

Limitations

• Customizations are difficult to use.
• Limited functionality for larger platforms.

Features Not Fully Supported According to Our Data

• Push Notifications — Supported with partner integrations
• Anonymous Grading — Supported with partner integrations
• Group Chat — Supported with partner integrations

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Benefits of Salesforce Integration

Whether you’re a small business owner or running a large enterprise, a Salesforce LMS integration can transform your training and sales processes. It provides many benefits for your organization like better productivity, data accuracy and advanced reporting.

Let’s go over some more ways it adds value to your training program.

Efficiency

Automation tools eliminate time-consuming tasks, like manual data entry and scheduling, by completing them quickly and accurately. You can auto-enroll learners into courses, schedule automated notifications and emails, run background backups and more in less time than manually completing these tasks would take.

The integration also saves money by allowing you to connect your systems in a few clicks instead of purchasing and working with them separating.

Expanded Reach

A Salesforce LMS integration helps you sell training content online, which expands your customer base and content outreach. You can provide course recommendations to customers based on their training journey, track subscriptions and purchases, process quick checkouts and more on an advanced eCommerce portal.

You can also access helpful CRM metrics like purchase histories, total spending and conversion rates to better understand the impact of your services on customers, and collect regular feedback to learn about their experience.

The integration allows both employees and external users to access your marketplace from social media websites like Facebook and Instagram without having to switch platforms.

Better Collaboration

Collaboration is among the top five drivers of great work culture, with 32% of employees saying they want training to have social learning elements.

Integrating your LMS with Salesforce allows online learners to interact and collaborate through social learning tools like virtual classrooms, group chats, Q&A threads and discussion rooms. Creating shared learning experiences instills a sense of community among employees and motivates them to work together as a team.

Customer Insights

In a 2022 SugarCRM report, 72% of organizations said their teams use customer data to serve customers better.

A Salesforce LMS integration provides employees consolidated access to valuable customer data, and track metrics like top-selling products, average order volumes, total sales and retention rates. It helps them better understand each customer’s expectations, and take up relevant courses to build the skills required to meet them.

Compliance

Compliance is one of the most common areas of employee training, but 40% of organizations say it’s a challenge to stay current with local and/or industry regulations.

Non-adherence to these laws can result in legal issues, data breaches and a damaged business reputation. A Salesforce LMS integration mitigates such risks by centralizing all compliance processes in one location.

Employees can easily access online courses to learn about new rules and regulations relevant to their job roles. For example, a course on Cyber Data Security helps employees understand laws around handling confidential information and the right ways to prevent and tackle data breaches.

Integration Process

Depending on your business needs and available resources, you can set up a Salesforce LMS integration through a Salesforce Connector or LMS API. Once the integration is complete, users can access the LMS directly from the Salesforce platform without having to switch between the two applications.

An important step is to choose from key fields like completed courses, certifications, courses per user or registrations in your learning platform and sync them to Salesforce. This ensures that all company and user data is displayed uniformly across your customer training platform and LMS.

Here are some other steps to take when integrating your LMS with Salesforce:

• Review API limits for both systems.
• Monitor system authentication.
• Create custom APIs for additional data.
• Identify the information you don’t want to transfer between the two platforms.

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Next Steps

In today’s fast-paced business environment, keeping your employees up-to-date with the latest information and skills is crucial for success. Leveraging the power of Salesforce’s CRM capabilities alongside your LMS’s ability to deliver and track training content can help you gain valuable insights into the effectiveness of your training programs and make data-driven decisions to improve them.

Ready to explore your options? Try using our software comparison report to compare top LMS solutions based on your business requirements.

So, have you used a CRM integration with your LMS before? Tell us about your experience in the comments!