Titan’s Guide on a LMS & Salesforce Integration
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If you have a Learning Management System (LMS) and are signed up to Salesforce, you should consider integrating your platforms to keep all your training material and student data in a single location. This one method of working alone will eradicate manual work for your administrators as they no longer need to submit work to two or more applications.
Join us in the article below to explore other outcomes of integrating LMS with Salesforce.
What is an LMS & Salesforce Integration?
An LMS and Salesforce integration connects your customer relationship management (CRM) platform to your learning management system (LMS).
Joining these two systems gives you a smarter way to work in your organization. You will be able to get the most out of both of your platforms to speed up any work task.
The automation tools provided by your LMS system and Salesforce are a huge gift to improving team efficiency so that employees can focus their efforts on higher-priority tasks.
Benefits of an LMS & Salesforce Integration
Since Salesforce is the platform to store all your learner and educator data, when you integrate it with an LMS system, you can create smooth-sailing onboarding processes at your organization.
For example, data entered into an LMS system from new student enrollments will sync directly to Salesforce. This automation feature will save your administrators time and effort.
Organizations can also use their LMS and Salesforce integration to take their data analysis and reporting tasks to the next level. This software combination can report on how successful training has been by analyzing data related to customer relationships and sales of courses.
LMS Integration Standards
Do you plan to integrate your LMS software with other platforms like Salesforce? We suggest you draft a list of specifications of how you want your data to transfer between your systems.
Here is one standard that you can take into account when integrating your educational software with external apps:
Implementing a LMS Salesforce Integration
Are you in a hurry to integrate your LMS with Salesforce? Here is a basic step-by-step guide that you can follow to get started.
Salesforce CRM & LMS Integration
The first step is to decide whether you need batch or real-time integration and then choose the relevant APIs and connectors to integrate your LMS and Salesforce platform.
Now, you can go to Salesforce and configure your connected app settings so that you have secure data transfers to your LMS software. Remember to also grab the Consumer Key and Secret. You will need this information when you authenticate the integration.
The next step is to go to your LMS software and set up the API integration, so it connects to Salesforce correctly. At this point, you might need the assistance of a developer to write custom integration code to join your LMS software and Salesforce platform.
To proceed with the integration setup, you will also need to authenticate the connection using OAuth. Once complete, you need to map your data between the two platforms and test whether the integration works as intended.
And that’s it!
Canvas: LMS & Salesforce Integration
Canvas is an example of an LMS platform you could integrate with Salesforce. This type of integration is common in industries that focus on business or education.
Organizations that connect Canvas and Salesforce get to enjoy the benefits of faster processes for work tasks. Their business data can also flow freely between Salesforce and Canvas to ensure employees work faster and smarter when collecting CRM analytics for Salesforce.
To extend your Canvas integration, we suggest adding Titan to the mix to automate your document generation tasks with Salesforce.
Blackboard: LMS & Salesforce Integration
Another LMS platform worth mentioning is Blackboard. You can integrate this LMS with Salesforce to work with student information in much better ways. For example, a Blackboard and Salesforce integration can track a student’s learning progress while allowing teachers to communicate directly with them.
A nifty feature that you gain access to with a Blackboard and Salesforce integration is Single Sign-On (SSO). This feature can let students or teachers sign into either Blackboard or Salesforce with one set of credentials. This is an important feature to have if you want your students and learners to be able to quickly sign into your platforms while ensuring that your content and projects are kept safe.
Frequently Asked Questions
What is LMS integration?
It’s a process of connecting your Learning Management System to other technology and software.
Does Salesforce integrate with LMS?
Yes, Salesforce does integrate with LMS platforms. In our article, we mentioned two LMS platforms that integrate with Salesforce: Canvas and Blackboard.
What LMS works best with Salesforce?
Every LMS software is different and will provide a set of features that are important to its brand. The best LMS software for your business should, however, cater to your unique requirements. Nevertheless, Salesforce Learning Cloud is considered to be a top-notch learning platform and will integrate directly with your CRM platform.
What are the key features and functionalities that LMS Salesforce integration can offer?
The top features that you get access to when integrating LMS software with Salesforce include SSO, user management, and bi-directional data flows between your platforms.
Can LMS Salesforce integration be tailored to specific industry requirements?
As Salesforce is a flexible CRM platform, you can totally customize it to meet the needs of the industry you operate in.
Unlimited Solutions for Salesforce
Titan provides all the information you need to make the best decisions for your Salesforce solutions. Thank you for reading our article on Learning Management Systems and how you can integrate them with Salesforce.
If you would like to extend your LMS and Salesforce integration with advanced technology like Salesforce CRM document generation software, make sure to check out Titan.
Our powerful, no-code platform gives you exceptional digital experiences for Salesforce. With Titan, you can create custom docs, forms, apps, e-signatures, and surveys that integrate seamlessly with Salesforce data across your entire organization.
For more information, contact us through one of our social media channels below.
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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
