Simplify Customer Onboarding
Create learner accounts from Contacts you already keep in Salesforce, instead of exporting reports and retyping names and emails.
CRM integration · Salesforce
Connect Salesforce CRM with Sublime LMS.
Turn CRM Contacts into learning opportunities for customers and partners. Select Contacts, map their fields and import them as learners through a guided, administrator-controlled workflow.
- Authorized, read-only Contact access
- Administrator-selected Contacts
- Field mapping and duplicate checks before import
Import from SalesforceCRM · Connected
| Selected | Salesforce Contact ID | Name | Account | Title | Result |
|---|---|---|---|---|---|
| 003DM0000012002 | Ethan Brooks | Bluepeak Logistics | Operations Lead | Updated | |
| 003DM0000012003 | Sophia Patel | Cedar & Pine Consulting | Partner Enablement Manager | Created | |
| 003DM0000012004 | Liam Chen | Lumen Analytics | Solutions Architect | Updated | |
| 003DM0000012007 | Olivia Chen | Northgate Health | Implementation Specialist | Created | |
| 003DM0000012008 | Mason Rivera | Bluepeak Logistics | IT Administrator | Created |
5 selectedMap Fields
Interactive demo · no sign-in
Try the Salesforce learner import
Connect a demo Salesforce account, select Contacts, map their fields and import them as learners. No sign-in, credentials or real data. Everything here is simulated in your browser.
Demo · fictional data, nothing is connected or created
Want to see it with your own Salesforce account?
Request a Personalized Demo
Why This Is Different
The same new customers, two very different onboardings.
One organization, the same Salesforce Contacts, the same week of new customers and partners. Watch an administrator onboard them in a traditional LMS, then in Sublime LMS.
lms.legacy-platform.com/accounts/1/users
Crestline SoftwarePeople
- Courses
- People
- Statistics
- Permissions
- Settings
- SIS Import
- Authentication
- Sub-Accounts
- Terms
| Name | SIS ID | Last Login |
|---|
Add a New User
Crestline SoftwareSIS Import
- Courses
- People
- Statistics
- Permissions
- Settings
- SIS Import
- Authentication
- Sub-Accounts
- Terms
CSV or zip file
No file chosen
Account, contact owner and created date have no column in this template.
Last import · salesforce_contacts_export_oct.csv
Processing…
Integrations
Connect the systems Sublime LMS works withSearch learners, courses…
CRMAll statuses4 CRM systems available
SF
SalesforceCRM · Contact records
Not connectedImport Contacts as learners. Read-only access to Contact records.
Not connected yet
HS
HubSpotCRM · Contact records
Not connectedTurn HubSpot Contacts into learners.
Available
ZC
Zoho CRMCRM · Contacts
Not connectedImport selected CRM Contacts as learners.
Available
PD
PipedriveCRM · People
Not connectedImport people and organizations as learners.
Available
Salesforce · authorize Sublime LMS
Sublime LMS would like to read Contact records in Salesforce for Crestline Software. It cannot change or delete anything, and never sees your Salesforce password.
1Source2Select Contacts3Map fields4Review5Import
SFSalesforce
Name, Contact ID or email
All accounts0 selected| Contact | Account | Title | Joined | Learner status | |
|---|---|---|---|---|---|
| Fetch Contacts to load them from Salesforce | |||||
1Source2Select Contacts3Map fields4Review5Import
Field mappingSalesforce Contact field → learner field
Validation7 Contacts selected
3Create
1Update
3Skip
Search by name or email
SourceCompanyStatus| Learner | Company | Job title | Manager | Source | Import |
|---|
01
Every new customer, typed in by hand
The Contact already exists in Salesforce, but the LMS knows nothing about it. The administrator copies each name and email into an Add User form, one person at a time.
Export, reformat, upload
For a batch, someone exports a Contact report from Salesforce, rebuilds the columns to fit the LMS CSV template and uploads the file. Account, title and lead source are left behind.
Errors arrive after the upload
The import runs first and reports problems later: a missing email, an email already in use, an address that isn't valid. Fix the spreadsheet and upload it again.
Duplicates slip through
The user list now holds two accounts for one person and a Contact that shares an inbox with a colleague. Nothing links a learner back to their Salesforce Contact.
Connect Salesforce once
In Administration › Integrations, an administrator authorizes read access through Salesforce's consent screen. No passwords, no exports, and one place to test or disconnect.
Fetch and select Contacts
Contacts come straight from Salesforce. Search, filter by account or lead source and tick exactly who to import, while learner status shows who is new and who already exists.
Map fields, validate before import
Contact ID, name, email, account, title, phone and location map to learner fields. Missing emails, invalid addresses and duplicates are caught before anything is created.
Learners, ready for training
Confirm the import and the new learners appear in People › Learners with Salesforce as their source, with created, updated and skipped counts and nothing typed by hand.
Same Contacts. Same CRM. Different LMS.
Spreadsheet exports and retyped records, replaced by a governed Salesforce connection.
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Benefits
Turn CRM Contacts into Training-Ready Learners
Benefits describe the planned integration. Availability depends on your plan; we'll confirm what is enabled for your organization in a personalized demo.
Support Customer Education
Give the customers you manage in Salesforce learner accounts for product onboarding and customer academy programs.
Enable Partner Training
Bring partner and reseller Contacts into Sublime LMS so enablement programs start from the same records your channel team uses.
Reduce Manual Data Entry
Selection, field mapping and duplicate checks happen in one guided flow, which can reduce manual data entry between systems.
Maintain Learner Data Quality
Missing emails, invalid addresses and duplicate Contacts are flagged before anything is created, so the learner directory stays clean.
Support Enterprise Workflows
Administrators choose exactly which Contacts to import. Nothing is imported automatically and nothing is written back to Salesforce.
How it works
From Salesforce to Sublime LMS in Four Steps
-
1
Connect Salesforce
In Administration › Integrations, an administrator authorizes Sublime LMS to read Contacts from Salesforce.
-
2
Open People › Learners › Imports
Choose Import Learners, then Import from Integration, and pick Salesforce from your connected CRM systems.
-
3
Select, map and validate
Fetch Contacts, search and filter by account or title, select who to import, map Contact fields and review the validation.
-
4
Import learners
Confirm the import and view the imported learners in People › Learners, with created, updated and skipped counts.
Field mapping
Bring the Right Contact Information into Your LMS
These are the default mappings. Administrators can change them for each import, and custom Contact fields can be mapped too. Which fields are available depends on your Salesforce setup, and the Account name is always a learner profile field, never a separate tenant.
| Salesforce field | maps to | Sublime LMS learner field |
|---|---|---|
| Salesforce Contact ID | External learner ID Required | |
| First Name + Last Name | Learner full name Required | |
| Learner email Required | ||
| Account name | Company | |
| Title | Job title | |
| Mailing City, Country | Location | |
| Phone | Phone |
Security and control
Designed for Secure, Controlled Learner Imports
OAuth authorization
The integration is designed to connect through Salesforce's OAuth consent screen. Sublime LMS never asks for a Salesforce password.
Centralized connection management
Connect, test, reconnect and disconnect Salesforce in one place: Administration › Integrations.
Role-based access
Connecting Salesforce and importing learners are intended to need separate administrator permissions.
Selective imports
Only the Contacts an administrator selects are processed. There is no automatic import of every Contact.
Validation before import
Missing or invalid emails and duplicate Contacts are shown before anything is created.
Duplicate detection
Existing learners are matched by Salesforce Contact ID and verified email, and the administrator chooses to update or skip them.
Token management
Connection tokens are intended to be stored server-side, encrypted, and never shown in the browser.
Least-privilege scopes
Read access to Contacts and Contact fields only. Nothing is written back to Salesforce.
FAQ
Salesforce integration questions
Is the Salesforce integration available today?
This page's demo is a simulation. Salesforce Contact import is being rolled out and availability depends on your plan. Request a personalized demo and we'll confirm what is enabled for your organization.
Do I need a Salesforce account to try the demo?
No. The demo uses a fictional Salesforce org and fictional Contacts. You don't sign in to Salesforce or Sublime LMS, and nothing you do in it leaves your browser.
Does the demo access my real CRM?
No. The demo never calls the Salesforce API, never asks for credentials and never creates real learner accounts. Every Contact in it is fictional and uses example email domains.
Can I import only selected Contacts?
Yes. Imports are built around selection: you search, filter and tick the Contacts to import. Continuing is blocked until at least one Contact is selected.
Will every Salesforce Contact be imported automatically?
No. There is no automatic import of all Contacts and no continuous sync. An administrator starts each import and chooses who is included.
How are duplicates handled?
Contacts are matched to existing learners by Salesforce Contact ID and verified email, and you choose to update the learner or skip the Contact. Two selected Contacts with the same email are flagged before import. Nothing is overwritten silently.
Are course completions sent back to Salesforce?
Not in the initial scope. The integration is planned to import Contacts as learners. Completion sync, automatic enrollment and Salesforce Flow automation are not part of it.
Does the Salesforce Account become a separate tenant in Sublime LMS?
No. The Account name is mapped as a learner profile field. Every imported learner joins your existing Sublime LMS organization.
How do I request a personalized demo?
Use any Request a Personalized Demo button. We'll verify your work email with a one-time code and arrange a walkthrough based on your Salesforce setup. We never ask for CRM credentials.
Use cases
Training for the People Your CRM Already Knows
Importing creates or updates learner accounts. It does not enroll learners automatically, trigger training from Salesforce Flow or send completions back to Salesforce.
Customer onboarding
Import new customers from Salesforce so onboarding courses are ready when the contract is signed.
Partner and reseller training
Give partner and reseller Contacts learner accounts for certification and enablement programs.
Customer education
Run a customer academy for product training from the Contacts your success team already manages.
External training
Train consultants, implementers and other external audiences without managing a second contact list.
Sales enablement
Prepare customer-facing teams and partners with the product knowledge that supports renewals and expansion.
Related integrations
More Ways to Bring People into Sublime LMS
Ready to Explore Salesforce Integration for Your Organization?
See it with your own Salesforce setup and confirm what is available for your plan. We verify your work email with a one-time code and never ask for CRM credentials.