Salesforce is one of the most widely used CRM systems. Now Workseed and Salesforce can be seamlessly connected. This integration allows you to manage learning and competence more flexibly and based on data.
The integration is available to all Workseed customers. Read more about how it works in this article.
Training Data and Administrative Automation
By connecting Salesforce with Workseed, you don’t just save time, but also improve the quality of competence management. The integration enables reduced administrative work, an improved user experience, and more systematic competence development.
Automation of administrative processes. Manual work is significantly reduced when the integration handles routine tasks for you. New users can be automatically imported into the learning management system based on their CRM profiles. Similarly, completed courses and competence badges are updated back to customer records without any separate steps. This saves valuable time.
Personalized user experience. When the learning management system knows the user’s role, tasks, and background through data from Salesforce, it can recommend training that is relevant specifically to them. This improves the match between training offerings and actual competence needs, which in turn engages users in regular, self-directed learning.
Quality management and continuous improvement. Thanks to the integration, data produced by the learning management system (such as user activity, course popularity, and feedback) can be transferred to where it can be systematically analyzed. This enables evaluation of the effectiveness of the training portfolio and long-term, knowledge-based development by combining metrics from the learning management system with other CRM data.
Two-Way Salesforce Integration Now Available
The Salesforce integration is now available to all Workseed users. The integration is based on a ready-made reference implementation that can be quickly adapted to each organization’s needs. The integration is implemented as two-way, meaning that data flows seamlessly in both directions.
With the integration, you can:
- Import user data automatically into Workseed directly based on configurations made in Salesforce.
- Form user groups according to organizational structure.
- Utilize job titles and roles in the automatic building of learning paths.
- Transfer completion data (e.g., courses, certificates) back to Salesforce, thereby increasing holistic customer understanding and allowing competence data to support sales and account management.
Workseed can also be comprehensively integrated with other information systems. Read more about integrations here.
If you’d like to know how Salesforce integration could make your work easier, you can book a product demo here. We’ll help you define how learning data can best serve your business goals.
