For Salesforce admins: capture PD badge awards to CRM

Salesforce admins miss badge awards in the CRM, creating PD reporting gaps and compliance risk. It creates teacher engagement records when badges are awarded so program managers get complete PD records.

Overview

Missed badge awards leave PD logs incomplete and create compliance headaches for program managers. This workflow ensures every community badge becomes a CRM engagement record, eliminating manual entry and closing reporting gaps so managers have complete PD records. Ops leaders gain reliable audit trails and fewer manual reconciliations.

Notable Features

Create teacher engagement records
Link engagements to contact profiles
Flag unmatched awards for review