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Salesforce Contacts, training-ready learners.

Pick a step to open it in the working Sublime LMS workspace. Connect Salesforce, select Contacts, map their fields, resolve conflicts and import them as learners.

Start Import Browse steps
  • 24Sample Contacts
  • 7Learner fields mapped
  • 9Workflow steps
  • 3Import outcomes
Integration demo

One Salesforce Contact, 9 steps to a learner

All 9 steps in one cycle · follow Sophia Patel from Salesforce into Sublime LMS

Start the connection flow
Contacts

Sample Salesforce Contacts

24 fictional Contacts from Crestline Software · new customers, existing learners and records that need review

Duplicate email Olivia Carter 003DM0000012001 · Northgate Health Customer Success Manager · Customer Event Select Contacts Existing learner Ethan Brooks 003DM0000012002 · Bluepeak Logistics Operations Lead · Web Select Contacts Not a learner Sophia Patel 003DM0000012003 · Cedar & Pine Consulting Partner Enablement Manager · Partner Referral Select Contacts Existing learner Liam Chen 003DM0000012004 · Lumen Analytics Solutions Architect · Referral Select Contacts Invalid email Ava Thompson 003DM0000012005 · Harbor Retail Group Training Coordinator · Web Select Contacts No email Noah Williams 003DM0000012006 · Summit Partners Co Reseller Account Executive · Partner Referral Select Contacts Not a learner Olivia Chen 003DM0000012007 · Northgate Health Implementation Specialist · Customer Event Select Contacts Not a learner Mason Rivera 003DM0000012008 · Bluepeak Logistics IT Administrator · Web Select Contacts Not a learner Isabella Garcia 003DM0000012009 · Cedar & Pine Consulting Channel Partner Lead · Partner Referral Select Contacts Not a learner Lucas Kim 003DM0000012010 · Lumen Analytics Data Analyst · Advertisement Select Contacts Not a learner Mia Torres 003DM0000012011 · Harbor Retail Group Store Operations Manager · Trade Show Select Contacts Not a learner James Ortiz 003DM0000012012 · Northgate Health Clinical Educator · Customer Event Select Contacts Not a learner Charlotte Davis 003DM0000012013 · Northgate Health Customer Education Lead · Referral Select Contacts Not a learner Benjamin Scott 003DM0000012014 · Summit Partners Co Partner Sales Engineer · Partner Referral Select Contacts Existing learner Amelia Nguyen 003DM0000012015 · Bluepeak Logistics Support Team Lead · Web Select Contacts Contact ID reused Henry Walker 003DM0000012016 · Cedar & Pine Consulting Reseller Trainer · Partner Referral Select Contacts Not a learner Harper Quinn 003DM0000012017 · Lumen Analytics Analytics Consultant · Referral Select Contacts Duplicate email Elijah Ward 003DM0000012018 · Northgate Health Clinical Systems Analyst · Customer Event Select Contacts Not a learner Grace Hall 003DM0000012019 · Harbor Retail Group Marketing Manager · Advertisement Select Contacts Not a learner Jack Lewis 003DM0000012020 · Summit Partners Co Procurement Lead · Trade Show Select Contacts Not a learner Zoe Adams 003DM0000012021 · Northgate Health Onboarding Specialist · Customer Event Select Contacts Not a learner Owen Baker 003DM0000012022 · Bluepeak Logistics Field Engineer · Web Select Contacts Not a learner Lily Turner 003DM0000012023 · Cedar & Pine Consulting Alliance Manager · Partner Referral Select Contacts Invalid email Samuel Price 003DM0000012024 · Lumen Analytics Account Manager · Other Select Contacts
Workflow

Connection to learner directory, in 9 steps

Work through each card's actions · the next card unlocks when the current one is done

01 Connect Salesforce Start in Administration › Integrations. Connect opens a simulated Salesforce consent screen, then Sublime LMS tests API access before the connection shows Connected. Click to start this step
  1. Select Connect
  2. Authorize the simulated consent screen
  3. API access testedConnected · Crestline Demo Org · Org ID 00DDM00000CR3ST · Production (Demo)
Open in workspace3 actions
02 Open People › Learners › Imports Once Salesforce is connected you land on People › Learners. Open Imports, then choose Import Learners. Click to start this step
  1. Land on People › Learners6 learners in the directory
  2. Open Imports
  3. Select Import Learners
Open in workspace3 actions
03 Choose the import source Choose Import from Integration, then select Salesforce from your connected CRM systems. Click to start this step
  1. Choose Import from Integration
  2. Select SalesforceCRM · Contact import ready
Open in workspace2 actions
04 Fetch Contacts Sublime LMS connects to Salesforce and fetches its Contacts. Contacts already imported are not listed. Click to start this step
  1. Connect to Salesforce
  2. Fetch the Contact list24 Contacts fetched
Open in workspace2 actions
05 Select Contacts Search by name, Contact ID or email, filter by account, title or lead source, and tick the Contacts to import, or select all matching Contacts. Click to start this step
  1. Search or filter ContactsLead Source · Partner Referral
  2. Tick the Contacts to importAll matching Contacts selected
  3. Select Map Fields
Open in workspace3 actions
06 Map fields Choose which Salesforce Contact field fills each learner field, decide whether to email learners, then Validate to start the import job. Click to start this step
  1. Check the field mappingContact ID, name, email, account and title mapped
  2. Choose whether to email learners
  3. Select Validate
Open in workspace3 actions
07 Validate & review The import validates the selected Contacts. Check what will be created, updated or skipped and resolve every conflict before you confirm. Click to start this step
  1. Validation completesNew, existing and invalid Contacts flagged
  2. Resolve any conflictsContact ID reused · create a new learner
  3. Confirm Import Selected Learners
Open in workspace3 actions
08 Import learners Confirm Import Selected Learners and follow the import as each Contact is processed. You can cancel while it runs. Click to start this step
  1. Import starts
  2. Each Contact is processedEvery selected Contact processed
  3. Import completedCreated, updated and skipped counts
Open in workspace3 actions
09 View imported learners Imported learners appear in People › Learners, filtered to this import batch, with Salesforce as their source. Click to start this step
  1. Open the learner directory
  2. See this import batchBatch #1 · learners from Salesforce
Open in workspace2 actions

See it with your own Salesforce account.

A walkthrough of connecting Salesforce, selecting Contacts, mapping fields and importing learners, set up around your organization.

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Demo data · fictional Contacts · nothing connects to Salesforce · no learner accounts are created