Salesforce integration for continuing education

Yes, LecturePanda integrates with Salesforce for membership checking and member pricing at registration. A learner registers with the email on their Salesforce contact. LecturePanda reads the membership fields you choose and prices the course by membership level. The connection is set up once, and every registration checks Salesforce on its own.

An administrator adds the Salesforce connection under Organization Settings › Membership Checking in LecturePanda, using details from your Salesforce account. Each course then uses it through its pricing rules, so members get the member rate, and the same connection can make a course members-only through the Membership rule under Registration › Security.

No. Salesforce members register with the email on their Salesforce record, and LecturePanda checks their membership by that email. A free LecturePanda account stays optional for anyone who wants every course and certificate in one place.

LecturePanda reads each member's type from Salesforce at registration, and a pricing rule with Apply Price to Members charges the member rate. Leave the rule's Membership Types blank to cover every member, or pick types for a student or retired rate. Rules stack with early bird dates and discount codes, and the first match sets the price. The membership guide walks through it.

Yes. Non-members register for LecturePanda courses at your standard price, set by an unfiltered pricing rule at the bottom of the list, below the member rates. The Join Link on the Salesforce connection shows non-members a Join Us link during registration, pointing them to your membership page, so every course doubles as an invitation to join.

Any processor connected to LecturePanda works alongside Salesforce: Stripe, Square, PayPal, AffiniPay, Authorize.Net, Elavon, TouchNet, BluePay or Payscape. Salesforce confirms who is a member, the pricing rule sets the price, and the processor collects the fee straight into your own merchant account, with no percentage taken by LecturePanda.

LecturePanda records every completion, CE credit and certificate in its reports and in each learner's Learning History, where certificates stay downloadable. Credits can report to CE Broker, CPE Monitor, ACCME PARS or a scheduled spreadsheet, and the Zapier Course Completed trigger can carry completions on to other systems.

Yes. The Salesforce connection in LecturePanda has a setting, Other Organizations Allowed to Check Here For Membership Status, that shares it with partner organizations on LecturePanda. Their courses can then give your members the member rate, for joint programs or chapter events, while the connection stays under your account.

LecturePanda reads the Salesforce contact fields you pick on the connection: a Membership Status Field with the Membership Active Value that means active, a Membership Level Field, and a Membership Expiration Field. A contact counts as a member when the status matches the active value and the expiration date has not passed, and the level becomes their member type for pricing.

Yes. When the Membership Level Field is a Salesforce picklist, LecturePanda fills Membership Levels with its values, ready to map to registration types, and a picklist status field offers its values for the Membership Active Value. Text fields work as well: type the levels and the active value in yourself.