How to Integrate Salesforce With Training Software

 
Automatically send user data(Name and E-mail) to Salesforce CRM through ProProfs Training Maker's Integration with Salesforce.
 
 

Let’s look at how you can set-up this integration in a few steps:

 

Step 1. Go to ProProfs Training Maker settings and activate the integration by selecting “Yes’’ and then clicking on "Manage".

 

 Manage Integrations

Step 2. Enter the API key and click Next. You can get the security token from your Salesforce account

 

Salesforce Account Details

 

Step 3. Select the Salesforce list, which you want to update and click on "Save".

 

Select a Salesforce List

 

 

After you complete the above steps, a popup will appear informing you that the integration is active. Click on "OK" as shown below and you are all done.

 

Salesforce Integration Successful

 

 

 

 

 

 

 

 

 

 

 

 

 

Related Articles:

Infusionsoft Integration with ProProfs Training Maker 
Highrise Integration with ProProfs Training Maker
MailChimp Integration with ProProfs Training Maker 

 

Was this information helpful?

The page cannot be found

The page you are looking for might have been removed, had its name changed, or is temporarily unavailable. Please make sure you spelled the page name correctly or use the search box.

add chat to your website