Cademy with SalesforceRun the courses your Salesforce accounts buy.
Your sales team works opportunities and accounts in Salesforce. Cademy runs the training they buy: course dates, bookings, registers, certificates and invoices. The Cademy Salesforce app, available on custom plans, keeps contacts, bookings and training activity in step between the two.
Where each record lives.
| Salesforce | Cademy | |
|---|---|---|
| Built for | Sales teams | Training providers |
| Opportunities and accounts | Yes | Kept in Salesforce |
| Course dates, bookings, registers | No | Yes |
| Certificates and expiry per learner | No | Yes, automatically |
| Invoices with POs, posted to Xero | No | Yes: invoices from Pro, Xero on Teams |
| Contacts and accounts | Yes | Yes: contacts and organizations, linked by email domain |
| Keeping the two in step | The Cademy Salesforce app | The Cademy Salesforce app, or Zapier (Pro) and the API (Teams) |
Account managers and course administrators each keep their own tool.
Salesforce keeps
- Leads, opportunities and forecasts
- Sales reports and dashboards
- The account record your sales team works from
Cademy keeps
- Course dates, bookings and registers
- Attendance, quiz scores, certificates and their expiry
- Invoices with POs from Pro, sent to Xero on Teams
Between them
- The Cademy Salesforce app, for contacts and the training they book
- Zapier from Pro, or webhooks and the REST API on Teams
- The app is available on custom plans: get in touch
Asked by Salesforce customers.
Do I have to leave Salesforce?
No. Keep it for sales. Cademy runs the training and the Cademy Salesforce app keeps contacts and activity in step.
Is the Salesforce app included?
It is available on custom plans. Get in touch to see whether it is available on yours.
What if I do not want the app?
Zapier is included from Pro, and the REST API and webhooks on Teams. Both can move contacts and bookings across.
How much does Cademy cost?
There is a free plan. Pro is £99 ($129) a month billed yearly, or £119 ($149) monthly. Teams is £499 ($649) a month billed yearly, or £599 ($779) monthly.
Show us your Salesforce.
Thirty minutes to work out which contacts and bookings your account managers need to see.
No card needed to start on Free. Your accounts and contacts come across from a spreadsheet, on any plan.