Salesforce Integration Playbook

Enable your teams to see how learners are interacting with your Academy to drive success and recognize training value across the entire customer journey.

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About this course

Salesforce Integration Playbook

Create a single source of truth for your customer data. 

Enhance your Customer Education data with Skilljar's Salesforce integration. Gain a holistic view of your training program's impact and learn insights that provide the foundation for strategic, data-driven actions that improve product adoption and customer health. 

Feed your customer training data directly into your existing Salesforce CRM account, in near real-time, with minimal setup.

This Playbook Covers:
  • Why Integrate Skilljar with Salesforce
  • An Integration Checklist
  • A Step-by-Step Guide for Your Salesforce Administrator
  • and Skilljar's Phased, Recommended Approach

About this course

Salesforce Integration Playbook

Create a single source of truth for your customer data. 

Enhance your Customer Education data with Skilljar's Salesforce integration. Gain a holistic view of your training program's impact and learn insights that provide the foundation for strategic, data-driven actions that improve product adoption and customer health. 

Feed your customer training data directly into your existing Salesforce CRM account, in near real-time, with minimal setup.

This Playbook Covers:
  • Why Integrate Skilljar with Salesforce
  • An Integration Checklist
  • A Step-by-Step Guide for Your Salesforce Administrator
  • and Skilljar's Phased, Recommended Approach