You’ve invested in Docebo to manage customer training, and Salesforce holds your key customer data. But how do you sync them? With a real-time integration between Salesforce and Docebo, you can automate user management, keep records current, and give your sales team valuable insights into customer learning—all without a big development project. Thanks to Docebo’s partnership with Workato, seamless integration is within reach.
The Pain Point
You’ve got a brand new LMS loaded up with awesome product training for your customers. You have determined that Salesforce is the source of truth for LMS users. Here’s what needs to happen:
- Automatically provision users into Docebo based on active customer records in Salesforce.some text
- When a new record is added in Salesforce, the user should be created in Docebo.
- Use Salesforce data to update user additional fields in Docebo, add users to groups, automate enrollments, and customize the user experience.
- Any changes in Salesforce need to be reflected in real time within Docebo to ensure a high quality learner experience
- When a user enrolls into or completes training in Docebo, that information should be sent to Salesforce. some text
- Contact records in Salesforce need to have up to date information on customers
- Sales and account management teams needs up to date info on customers activity in Docebo
Without an integration, your LMS and Salesforce teams face daily, repetitive processes that consume time and resources. We’ve seen this play out with many clients, where delays in data syncs leave sales teams without the info they need, and manual processes become overwhelming as companies scale.
Thankfully, there is a solution designed to solve exactly these challenges.
The Solution Architecture
Docebo Connect offers an intuitive way to integrate your systems without the need for extensive coding or complex deployments. Using the power of Workato, you can create API-driven integrations in a low-code environment, all managed from within your Docebo platform. This approach simplifies the process of connecting your LMS to Salesforce, enabling seamless data flow and automation.
A glance at high level solution architecture for this use case.
Salesforce to Docebo - User Sync
- Triggered by new or updated records in Salesforce, ensuring accurate and real-time data in Docebo.
- Automate key user management tasks like group assignments, course enrollments, and notifications based on Salesforce data.
Docebo to Salesforce - Learner activity data sync
- Use webhooks and APIs to capture key learning activities in Docebo.
- Sync learner data back to Salesforce to keep customer records up to date and help your teams stay informed
Implementation Considerations
Love the sound of seamless data flow between Salesforce and your LMS? While it’s an exciting prospect, there are a few things you’ll want to keep in mind before diving in:
Data & Access
It’s important to map out which data points need to flow between Salesforce and Docebo.
Connect with your Salesforce admin to determine what data you have access to and what’s available for syncing.
Error Tracking and Management
Things will occasionally go wrong, and when they do, it’s critical to have a clear process for tracking and resolving errors. Make sure you set up a system to monitor the integration and handle any data conflicts or sync failures.
Maintenance and Updates
As your business processes change, so will the integration requirements. Regular updates and maintenance are necessary to ensure your systems stay in sync as your organization evolves.
Technical Resources
While Workato’s low-code environment makes integration simpler, you’ll still need a technical resource for building, monitoring, and managing the integration. Ensure that you have someone with the right skill set on hand to keep things running smoothly.
Once your integration is in place, the impact on your operations will be immediate.
Outcome
Syncing Docebo with Salesforce automates the most time-consuming aspects of LMS administration, allowing your team to focus on strategy and engagement rather than manual data entry. Imagine:
Automatic Group Assignments
No more manual sorting—users are placed into groups based on Salesforce fields.
Automated Enrollments
Let the system enroll users into the right courses and learning plans based on their profiles.
Custom User Journeys
Deliver personalized training experiences automatically—tailored notifications, custom course sequences, and UI enhancements based on Salesforce data ensure users get exactly what they need.
Ready to Explore What’s Possible?
At Trainicity, we specialize in creating seamless, customized integrations that help organizations fully leverage their LMS and CRM systems. Let’s chat about how we can help your organization streamline operations and boost learner engagement. Reach out to me directly to explore how a custom integration can transform your workflow.
