How to Integrate Salesforce With Training Software
Connecting Salesforce CRM with ProProfs Training Maker helps you centralize user data, streamline lead nurturing, and track how training impacts customer engagement.
Instead of juggling between different systems, you can sync course enrollments, track learner progress alongside sales activities, and personalize communications based on real training data.
Watch this quick video guide to understand the integration.
What the Salesforce integration helps you do:
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Train smarter: Deliver onboarding, product education, and certifications while keeping user records updated inside Salesforce.
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Automate workflows: Segment contacts based on course completions, quiz scores, or certifications to trigger automated follow-ups.
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Track training ROI: See how learning engagement ties into sales metrics, customer retention, and support outcomes.
How teams are using ProProfs Training Maker + Salesforce integration:
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A professional services firm used ProProfs Training Maker to train new partners, then tagged certified partners automatically in Salesforce to speed up project assignments.
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An IT company tracked sales reps' ProProfs course completions inside Salesforce and enrolled them into incentive workflows based on training status.
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An HR tech startup connected our Training Maker to Salesforce to link client onboarding training with account health tracking, helping reduce early-stage churn.
How to Integrate Salesforce CRM with ProProfs Training Maker:
Step 1: Go to ProProfs Training Maker settings and switch to the integrations tab to find the available integrations.
Step 2: Locate and activate Salesforce. A pop-up will appear. Click Next to proceed.
Step 3: In the respective fields, enter your Salesforce username, password, and security token. Click Next to proceed.
Step 4: Select the Salesforce list that you want to update and click Save.
After you complete the above steps, a pop-up will appear, informing you that the integration is active. Click OK, and you are all done.
Pro Tip: If you want deeper tracking (like quiz scores or certification details), consider setting up custom fields in Salesforce before integration so you can map this extra data automatically.
FAQs
1. What Salesforce user permissions are needed to complete the integration?
You'll need admin-level access to your Salesforce account to generate a security token and connect the integration properly.
2. Can existing learners be synced to Salesforce after integration?
No, only new learners enrolling after you activate the integration will be pushed to Salesforce automatically. To add older records, you'll need to export and manually import them into Salesforce.
3. What learner details get synced to Salesforce?
ProProfs sends key fields like the learner's name, email address, course taken, enrollment status, and optionally course completion details, depending on your Salesforce field mapping setup.
If you encounter any issues or need help setting up, don't hesitate to contact our support team.