Managing workforce certifications within Salesforce can often be a cumbersome chore, riddled with errors and manual efforts for your HR teams. By integrating CertFusion with Salesforce, you can automate certification tracking, ensuring an error-free and scalable process that gives real-time updates. Read on to uncover how you can set up this efficient system in no time with just a few steps.
Use Cases
Sales Team Managers need to issue personalized achievement certificates when a salesperson exceeds their quarterly sales targets in Salesforce. Utilizing CertFusion, managers can automate the creation and distribution of these certificates, boosting morale and recognizing outstanding performance directly through Salesforce notifications and emails.
Customer Success Managers need to generate and send training completion certificates when a customer completes a training module tracked in Salesforce. By integrating CertFusion, certificates can be automatically created based on the customer's information and training details in Salesforce, enhancing the customer experience and engagement through professional, branded certifications.
HR Managers need to issue employment verification certificates when an employee requests verification through Salesforce. With CertFusion integration, HR can automate this process, pulling employee data directly from Salesforce to generate accurate and secure verification documents, which can then be emailed directly to the requesting party or the employee.
Event Coordinators need to distribute participation certificates after attendees complete a corporate event or workshop logged in Salesforce. By integrating CertFusion, coordinators can automatically send out customized certificates to attendees’ emails, leveraging Salesforce data to personalize each certificate, thereby enhancing attendee satisfaction and brand loyalty.
Compliance Officers need to issue compliance certificates when a business unit successfully passes an internal audit tracked within Salesforce. This integration with CertFusion allows for the automatic generation and distribution of compliance certificates, ensuring timely acknowledgment and documentation of regulatory adherence, directly linked to Salesforce audit records.
What CertFusion can automate with Salesforce
Real Salesforce events and commands you can chain to CertFusion through Zapier — no code required.
Salesforce Triggers
9 events
New Case Attachment
Triggers when a new Attachment is added to a case.
New Contact
Triggers when a new Contact is created.
New Field History Tracking Event
Triggers when a field is updated on the object specified. It will output the old and new field values.
New or Updated File on Record
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
New Lead
Triggers when a new Lead is created.
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Salesforce Actions
23 commands
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add File to Record
Adds an existing file to an existing Record.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Call Apex REST
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Convert Lead to Contact
Adds an existing contact to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Create Child Records (with line item support)
Creates records from line items and sets the parent-child relationship.
Create Contact
Creates a new contact.
Create Enhanced Note
Creates a new enhanced note (also known as ContentNote) with optional record attachment.
Create File
Creates a new File (max 25MB).
Create Lead
Creates a new lead in Salesforce.
Create Note
Creates a new note and links it to a parent record
Create Record
Creates a new record of a specified Salesforce object.
Create Record (UTC)
Creates a new record of a specified Salesforce object. Dates use the UTC format.
Delete Record
Deletes an existing record of a specified Salesforce object.
Launch Flow
Launch a Salesforce flow with optional input parameters. The flow will execute and return any output values.
Run Report
Execute a Salesforce Analytics report and retrieve the results with optional custom filters and groupings.
Send Email
Sends an email using Salesforce Simple Email Actions.
Update Contact
Updates an existing contact in Salesforce.
Update Lead
Updates an existing lead in Salesforce.
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Update Record (UTC)
Updates an existing record of a specified Salesforce object. Dates use the UTC format.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Write custom Python or Javascript code in response to any data from any service! Transform, mutate, customize or even do custom HTTP in a native and familiar environment.
Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.
