For Salesforce admins: Capture course enrollments in CRM

Salesforce administrators miss enrollment entries, leaving program admins without reliable participation records. This creates teacher engagement records in CRM, so admins start timely follow-up.

Overview

Missing or delayed enrollment records leave program admins unable to track participation and risk losing learner engagement. This workflow ensures every course signup becomes a teacher engagement record in Salesforce so admins start outreach quickly and manual entry is eliminated.

Notable Features

Create teacher engagement records automatically
Link enrollments to existing contacts
Notify program admins about new enrollments