- CRM
Seamless Student Management With Salesforce
Integrate Salesforce with Cloud Assess and you can get a 360-degree view of learners with the ability to track their training history, assessment results, certifications and engagement activities.
Build a cohesive learning ecosystem, leverage data effectively
360° learner view in Salesforce
Sync training data automatically
Track results & certifications
Automated reminders & notifications
Automate enrolment workflows
Centralised compliance data
What to expect from the Salesforce integration
360-degree learner view
Map your learner and student data directly into Salesforce to get a complete picture of training history, assessment results, certifications and engagement activities — all in one place.
Automate enrolment workflows
Automate workflows such as the enrolment process, sending reminders and notifications. Reduce manual admin and ensure learners are always on track.
Track results & certifications
Assessment outcomes and certification data flow automatically from Cloud Assess into Salesforce, giving your team real-time visibility into learner progress.
Personalised learning paths
Create personalised learning paths based on feedback collected from user actions or assessment outcomes, helping you refine your training content and delivery methods.
See Cloud Assess + Salesforce in action
Discover how connecting your CRM and assessment platforms can automate enrolments, streamline reporting, and give you a 360-degree view of every learner.
Frequently Asked Questions
How does the Salesforce integration work?
The integration enables bi-directional data flow between Salesforce and Cloud Assess. Learner data, enrolments, and training outcomes sync automatically between both platforms.
Is this integration free or paid?
The Salesforce integration is available as a paid add-on. Contact our sales team for pricing based on your organisation’s requirements.
What data is synced between Salesforce and Cloud Assess?
Learner profiles, enrolment records, assessment results, certifications, and engagement activities are synced between the two platforms.
Can I automate notifications and reminders?
Yes. You can automate the enrolment process and configure automated reminders and notifications to keep learners on track.
