Salesforce manages your people and customers. ProProfs LMS manages their readiness. This integration connects CRM activity with training outcomes, so learning happens automatically when roles, records, or statuses change
Connect Salesforce with ProProfs LMS quickly, without needing a developer or writing code.
Assign training automatically using Salesforce roles, teams, or profiles, or assign courses manually.
Sync learners across tools and send completions and certifications back automatically.
Start onboarding or compliance training when users are added, activated, or updated.
View course status, completions, and certifications directly inside Salesforce without switching tools.
Store clear completion records for compliance, certifications, and internal policy proof for all needs.
In ProProfs Training Maker, go to Settings → Integrations and enable Salesforce.
Authorize access using your Salesforce credentials and security token.
Select the Salesforce lists and fields you want to sync, confirm settings, and activate.
Integrate ProProfs LMS with Salesforce to manage training inside your CRM and turn learning data into actionable business insight. This setup works especially well for teams replacing Salesforce-native learning tools or centralizing training across sales, partners, and customers.
| What it Does | What You Gain |
|---|---|
Aligns LMS with CRM workflows
|
Manage training directly inside Salesforce, where daily work already happens |
Automates training assignments
|
Eliminate manual enrollment, reminders, and follow-ups across teams |
Syncs learner and completion data
|
Maintain accurate, real-time training records without exports or duplication |
Improves training visibility
|
See training progress instantly without switching tools or platforms |
Supports sales enablement
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Ensure required training is completed before deals move forward |
Enables customer onboarding
|
Deliver consistent onboarding that improves adoption and reduces support |
Improves compliance readiness
|
Keep audit-ready completion histories tied to Salesforce records for faster checks and renewals |
Strengthens LMS reporting
|
Combine training data with Salesforce dashboards for clearer visibility |
Connects learning to outcomes
|
Measure how training impacts performance, retention, and revenue growth |
ProProfs Training Maker syncs core learner details, including name, email, course enrollments, completion status, and (optionally) quiz scores or certifications mapped to Salesforce fields and objects.
Yes. Training activity from ProProfs LMS, such as course completion or certification status, can be used to update Salesforce records or trigger workflows. This allows you to automate follow-ups, segment contacts, and align training milestones with business actions. “For example, mark a contact as ‘Onboarding Complete’ when they finish a course, or restrict opportunity stages until required training is complete.
Only learners who enroll in courses after the integration is activated are automatically pushed to Salesforce. If you want to add previously trained users, you can export their data from ProProfs and import it into Salesforce manually.
Yes. With single sign-on enabled, learners can launch ProProfs courses from Salesforce without creating a separate login. This improves the learning experience, increases course participation, and reduces login-related support requests.
Yes. Once training data is synced, it becomes available for Salesforce reporting. You can include course completion and certification data in dashboards to measure training impact alongside sales performance, onboarding progress, or customer engagement metrics.
Yes. The integration follows Salesforce security standards and uses authenticated access to protect data. Only authorized information is shared between Salesforce and ProProfs Training Maker, ensuring learner data remains secure and controlled at all times.
