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Salesforce + Administrate

Connect all of your training data to Salesforce.

Administrate connects training data to Salesforce

Administrate’s powerful open API allows you to sync training data into Salesforce.

Remove manual work and human error by automatically managing instructors, classrooms, and resources.

Package and sell training with subscriptions and training credits, all managed in Administrate.

Sync data between Salesforce and your entire learning tech stack.

Training Management System

Administrate syncs complex training data with Salesforce

Salesforce is often the single source of truth about accounts, contacts, and especially sales data. Most learning tech (like your LMS) isn’t great at syncing data into Salesforce, requiring you to use manual workarounds. Administrate is a Training Management System that syncs data from all of your learning technologies with Salesforce. And that’s just scratching the surface of what Administrate can do.

A graphic detailing how a learner record contained inside of Administrate CRM can enter different workflows based on role, region, and other metadata.
Administrate interface showing Course Templates options to set preferred schedules, including start and end times and specific days. These preferences are then seamlessly carried over into the event creation date-picker.

AI-Powered Scheduling

Plan hundreds of live training sessions in minutes

Administrate is the only TMS with AI-powered scheduling. Add constraints, unique requirements, and targets then Administrate drafts a schedule to meet your targets. You can edit for precision as much as you want. Say goodbye to that giant ILT spreadsheet that crashes too often.

Data Sync

Sync all of your L&D data with Salesforce

Administrate acts as a central hub for your training data, no matter where it comes from. Then, using our powerful API, Administrate syncs data with Salesforce so all records are always updated. Learner enrollments, completions, engagement, and history is updated in all training systems without manually duplicating data. This allows you to leverage powerful automations and to build custom reports that finally show training’s impact.

Fill rate reports for a company that produces training for leadership, displaying the target fill rate and actual fill rate as it might appear in Administrate.
Administrate integrates with key systems—CRM, HRIS, Docebo, training websites, calendars, financial tools, and reporting—creating a unified hub for managing enterprise training operations. This diagram from Administrate shows the TMS as the operational core, connecting and syncing data across all training-related platforms.

Custom Solutions

Build exactly what you need, quickly

Administrate offers a powerful, flexible API built on GraphQL. This is a secure, robust API that your IT team will love. Quickly build custom integrations, apps, and other solutions. Every component of Administrate can be accessed through the API.

Report on everything

Powerful reporting engine shows your impact

Training data is often fragmented, siloed, or inaccessible. Administrate makes it easy to capture training data from anywhere, build custom fields, and connect them to anything else. Deliver custom reports and forecasts that can connect to existing BI tools.

Screenshot of Administrate’s software showing how to build a resource use report.
Image of a promotional codes interface in Administrate, displaying various statuses and options for entering a promo code.

Training Sales

End-to-end training sales workflows

Administrate includes powerful sales workflows unique to our TMS that are the perfect companion to Salesforce. Store financial data, report on training sales, connect directly to deals in Salesforce, manage audits, and offer advanced training sales options.

Credits & Subscriptions

Training credits and subscriptions unlock new revenue streams

Administrate allows you to package training in unique ways. Your Sales team can use training subscriptions and training credits to bring L&D into deals earlier, giving you more control over how that training is managed. Training subscriptions are managed in Administrate, where you can set subscription duration, track recurring revenue, and manage learner utilization. Training credits allow training access to be sold in blocks, managed and tracked in Administrate, and easy to report.

Image depicting the balance of training tokens for a company with options for choosing between training tokens of Gold and Silver in Administrate.

Frequently asked questions

A learning management system lacks native features for managing the unique complexities of instructor-led training, data sync, and custom reporting. This forces teams that need to deliver training at volume to use fragmented spreadsheets, error-prone manual processes, and results in data that is hardly usable by Salesforce. Administrate is designed to solve all of these problems, and do it while connected to an LMS, HRIS, ERP, and Salesforce. Administrate doesn’t replace your LMS, it makes it work better with Salesforce.

Administrate is most useful for enterprise training teams that train 5,000+ learners a year. Teams that need to standardize training, such as the result of mergers and acquisitions, growing portfolios of business, or expanding global reach also find Administrate invaluable. Teams that sell training can make use of our unique training sales workflows.

Once Administrate is implemented, and connected to Salesforce, the integration works behind the scenes. You don’t need to manually push or pull data between Salesforce and Administrate. There is not much management once the integration is initialized.

No. Learners will not need to log into Administrate. Administrate is invisible to learners, and is only accessible to training managers and training staff.

Administrate can be up and running with Salesforce in 90 days.

Yes, Salesforce’s dashboards can be connected to Administrate to display ILT data in real time. Administrate can also connect to other data visualization tools such as PowerBI.

Recommended

Integrate other critical systems with Administrate

See how it works

Administrate integrates with Salesforce and other enterprise tools. We can show you why that’s so valuable for your team.