With Thinkific Plus you can integrate with Salesforce to view Thinkific course enrollments, student progress and completion data from directly within Salesforce. This unifies your customer education data into one central place for your customer success and marketing teams.
About This Integration
This integration is currently in beta and available to Thinkific Plus customers. Make sure to reach out to your Customer Success Manager if you want to learn more!
How do I get started?
You will need to integrate your Salesforce Instance (Salesforce Lightning Experience) with each of your Think schools/sites manually for now. Please work with your internal Salesforce administrator and follow the instructions in the PDF guide provided above. Your Thinkific Customer Success Manager (CSM) is available for all troubleshooting and questions.
Note: As of June 2020, the integration is not yet live on the Salesforce AppExchange as we wait for approval for listing from Salesforce.
Can data be mapped to a custom object or only the contact field in Salesforce?
Organizations will often have their own definition of what a lead and a contact is so there may be a case where you are using leads/contacts to track internal data and will create new objects in Salesforce to track customer data - for example, Student Name.
For this version of the integration, you can only map a student in Thinkific to a Salesforce contact for a given school. Please let your Customer Success Manager know what improvements you would like to see in this area.
We currently support viewing course enrollments and student progress data from Thinkific within your Salesforce contact. In order for the data to appear in Salesforce, you must have an existing contact in Salesforce with the same email address as the student in Thinkific.
The following features are not currently supported within Salesforce:
- Viewing Groups data
- Viewing Certificates received
- Viewing Quiz results
- Viewing new Order details (e.g. quantities and amounts)
- Bi-directional sync of data: This includes creating contacts in Salesforce and enrolling them into Thinkific courses directly from within Salesforce as well as auto-creation of contacts in Salesforce based on new students within Thinkific.
Do you have any feedback for us? This is in beta and we are continually working on improvements! Please reach out to your Customer Success Manager if you have suggestions or feature requests.