Certain professional or academic associations require ongoing certifications, Continuing Education Units (CEUs), or credentialing as part of a member’s commitment.
Many online learning applications, commonly called Learning Management Systems (LMS), integrate either directly or via an API with Salesforce.
A branded and customized Experience Cloud template serves as an online portal for the delivery of an association’s LMS. Members can fulfill their learning responsibilities and take any required tests directly within this online portal, and all information captured by the LMS is automatically recorded to the member’s profile within Salesforce. Custom workflows can be created within Salesforce to notify certain staff of pass/fail notifications, incomplete tests, number of current or soon-to-elapse certifications, and more. Pardot or Marketing Cloud can automatically alert members when they are within 90 days of a certification lapse and, through a series of triggered emails, deliver helpful resources for studying, finding a mentor, or registering for a required exam.
Pardot or Marketing Cloud can automatically alert members when they are within 90 days of a certification lapse and, through a series of triggered emails, deliver helpful resources for studying, finding a mentor, or registering for a required exam.
