ExpertusONE for Salesforce lets you deliver learning in Salesforce with the most engaging experience and the broadest advanced feature set of the major LMSs. Embedded powerful learning technology in Salesforce helps you keep sales and field teams—and partners and customers—engaged with learning in their everyday environment.

Securely train internal and external audiences with one LMS system, easily maintain isolated learning environments, and support distributed learning at scale.

Easily access learning in Salesforce

Sales teams can access training and prep for sales calls without leaving their Salesforce CRM workflow.

Run reports in Salesforce for making decisions

Two-way learning and user profile data flows seamlessly between the LMS and Salesforce to run reports correlating sales team and customer data with performance.

SSO into Salesforce and ExpertusONE learning

Single Sign-On authentication simplifies learner and admin access to both Salesforce and embedded LMS learning.

Generate learner profiles from Salesforce license user profiles

Auto-generate learner profiles based on Salesforce user profiles and other HRIS data. Two-way data flow ensures that all systems are synchronized and up-to-date with the latest learning data.

View your LMS records in Salesforce

Individuals can view their own training history and certifications in Salesforce learning.

View class analytics in Salesforce

Managers can see overall registrations and completions on a class, along with performance, ratings and reviews.

Match customer information and training to support recommendations

Easily view full training history for accounts and contacts for a deeper understanding of customers’ knowledge and needs.

View training activity feed in Chatter

Follow training enrollments, completions, status and interactions, and most popular or highly rated courses in the Chatter feed.

Auto-enrollment

Automatically enroll Salesforce learners into mandatory LMS training and present optional training using assignment rules.
*Integrates with Communities, Chatter and other Salesforce products

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ExpertusONE for Salesforce: Boost Learning & Sales Performance

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Smart Sales Training: The LMS & Salesforce Solution
The LMS & Salesforce Solution

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