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Salesforce Moodle Integration
 

Salesforce Moodle Integration

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This presentation demonstrates how Paradiso Solutions successfully integrated Salesforce with Moodle. You can find screenshots and some detailed information about the integration process on this ...

This presentation demonstrates how Paradiso Solutions successfully integrated Salesforce with Moodle. You can find screenshots and some detailed information about the integration process on this presentation.

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Salesforce Moodle Integration Salesforce Moodle Integration Presentation Transcript

  • Salesforce – Moodle Integrationinfo@paradisosolutio +1 800 513 5902 +1 513 5902
  • About Paradiso • In Business since 2007, based in Silicon Valley • Experts in LMS Software and Content Creation • Clients in Education and Corporate Sector • Strong management team with many years of experience in Silicon Valleyinfo@paradisosolutio +1 800 513 5902 +1 513 5902
  • Salesforce Moodle Integration About Salesforce: Salesforce.com is the enterprise cloud computing leader. Their social and mobile cloud technologies— including their flagship sales and CRM applications—help companies connect with customers, partners, and employees in entirely new ways. About Moodle: Moodle is an open-source Course Management System (CMS), also known as a Learning Management System (LMS) or a Virtual Learning Environment (VLE). It is a Free web application that educators can use to create effective online learning sites.info@paradisosolutio +1 800 513 5902 +1 513 5902 View slide
  • Salesforce-Moodle Integration Benefits Benefits: • Increased participation in training by outside and inside sales teams • Student data helps in making internal and external marketing communications • Ability to track and promote partner and customer training • Increase productivity due to ease of use • HR has more visibility into usage of LMS by partners and salesforce • Increased revenue by selling courses online and tracking in CRM • HR can meet compliance and auditory needs • Easy access to training encourages goals of advancement • Reduced training costs/staff info@paradisosolutio +1 800 513 5902 +1 513 5902 View slide
  • Salesforce ---> Moodle Integration Scenarios In this scenario, Moodle access data from Salesforce. • Salesforce data accessed in Moodle • address , birth date, social security number This data is used in Moodle for reporting or printing certificates etc. •Controlled Access • Check user type (Customer, Partner, Vendor etc) in Saleforce • Accordingly give access to content in Moodle By figuring out user types, one Moodle platform can be used by all the internal and external users. info@paradisosolutio +1 800 513 5902 +1 513 5902
  • Access to Salesforce Data inside Moodle (Printing transcript inside Moodle) info@paradisosolutio +1 800 513 5902 +1 513 5902
  • Moodle  Salesforce Scenarios In this integration Moodle data is accessed in Salesforce. Managers can assign courses to students/employees, they can see their course progress and much more. This data is stored in Moodle but accessed in Salesforce. • Training and Certifications results and statistics • Enrollment information • Account information: how many students in one particular account • Storage of certificates and transcripts for archiving purposes • Email marketing info@paradisosolutio +1 800 513 5902 +1 513 5902
  • Use Case- SSO/Single Sign On • Single Sign-on from Salesforce: User logs into Salesforceand clicks on a button to get into LMS. They are automatically logged into Moodle without having to enter credentials. Moodle info@paradisosolutio +1 800 513 5902 +1 513 5902
  • Use Case: Course Data Access inSalesforce • Course Completion data synchronization: Once the users are synchronized, the course data is also synchronized from Moodle into Salesforce. Every student in Moodle has contact record in Salesforce. When you look at the student contact record, you can see which courses they are assigned to , how much of the course they have completed, what are their scores etc. You can see basically all the student learning record within Salesforce.  No duplicate user  Easy Permissions and Roles  Less Admin and Support work  Easy user interface  SSO- Single Sign On info@paradisosolutio +1 800 513 5902 +1 513 5902
  • User data in Accounts Sync info@paradisosolutio +1 800 513 5902 +1 513 5902
  • Course data Sync with Contacts info@paradisosolutio +1 800 513 5902 +1 513 5902
  • Use Case- Rule based CourseAssignment Rules Based Course Assignment: In this use case, depending on the role of the Salesforce user (such as partner, customer, reseller) they get assigned appropriate LMS courses automatically in Moodle. For example partner PLATFORM gets courses A, B, C and reseller user gets course E, F, G. This is all done automatically based on user role. Partner • One LMS Many Roles  Partners Customer  Customers  Employees  Contractors Employee  Vendors info@paradisosolutio +1 800 513 5902 +1 513 5902
  • Use Case: Certificate/Transcript Record • Certificate/Transcript Record: Most often social security and address information of the student is stored in Salesforce but certificate is printed in Moodle. During the printing of the certificate from Moodle our integration fetches appropriate user data such as SSN and address and puts it on the Certificate. Then this certificate gets automatically emailed to the student from Moodle and also attached to the contact record in the Salesforce. That way manager can see student certificate or transcript within Salesforce. This also helps with compliance and archival needs. In case, Moodle record is deleted or Moodle is replaced by some other LMS then the certificate/transcript record still stays in Salesforce. If the student demands transcript after 10 years from graduation, a customer service rep can find it in Salesforcerecord and email it to the student. info@paradisosolutio +1 800 513 5902 +1 513 5902
  • Certificate/Transcript Screenshot • Automatic attachment of Certificates and Transcripts to contacts • View transcript and Certicates from salesfroce even if LMS record is deleted info@paradisosolutio +1 800 513 5902 +1 513 5902
  • Use Case: User Synchronization • User Synchronization : When new user is created either in Salesforce or Moodle, our plugin checks if that user exists in other system, if it does and if any updates needed then the system does the updates. if the user does not exist then new record is created. This keeps the users in sync between 2 systems. Within Salesforce, the contact is also associated with appropriate account based on the domain of the user´s email address. For example, john@microsoft.com creates a contact called John in Salesforceand assigns it to Microsoft account. info@paradisosolutio +1 800 513 5902 +1 513 5902
  • Moodle Inside Salesforce • Single Sign on • Ease of Use • Complete branding • Never leave Saleforce • Supports • Sales Training • Partner Training • Customer Training • Auto Enrollment based on Role/Account Type • Customer -> Auto enrolled into customer courses • Partner -> Auto enrolled into partner courses info@paradisosolutio +1 800 513 5902 +1 513 5902
  • Salesforce LMS Screenshotinfo@paradisosolutio +1 800 513 5902 +1 513 5902
  • Sales Training Course Inside Salesforce info@paradisosolutio +1 800 513 5902 +1 513 5902
  • Contact Us! http://www.linkedin.com/company/paradiso-solutions info@paradisosolutions.com www.ParadisoSolutions.com +1 800 513 5902 info_paradisoinfo@paradisosolutio +1 800 513 5902 +1 513 5902