Integration | Salesforce x ClickLearn

Boost user adoption for Salesforce to grow faster

Salesforce is powerful, but only when teams actually use it. ClickLearn makes Salesforce training effortless – so your teams work smarter, sell more, and strengthen customer relationships.

Onboard users faster

with in-app guidance tailored to their roles and tasks

Reduce support tickets

by providing instant guidance

Ensure data accuracy

with real-time assistance and always-updated documentation

Improve customer engagement

through aligned sales, marketing & CS teams

Webinar

How to accelerate user training and adoption in Salesforce

Effortless-Salesforce-Onboarding-Accelerate-User-Training-And-Adoption

For Salesforce administrators, ensuring a seamless CRM implementation while staying on schedule can feel overwhelming.

Learn how to create dynamic, multi-format training content tailored to your organization’s needs, deliver real-time AI-driven support, and empower your team to confidently embrace Salesforce.

You will learn to:

  • Streamline your implementation with a scalable training solution.
  • Stay within the project scope by cutting training time in half.
  • Provide personalized and role-based guidance inside Salesforce
Cut training time and increase adoption in Salesforce

Why leading companies choose ClickLearn as their training platform

Salesforce is a powerful CRM – but its success hinges on user adoption. That’s why leading companies choose ClickLearn: to equip teams with intuitive, role-based training – ensuring faster onboarding, better data accuracy, and measurable business impact.

Without ClickLearn

With ClickLearn

Features

User training that drives high Salesforce adoption

Click and create

Create training content effortlessly

Auto-generate and auto-update training material, process documentation, and instructional videos – Learn more.

Seamless integration

ClickLearn works inside Salesforce, guiding users step by step

ClickLearn integrates with the most popular business software. Our recording technology adapts to any customization and enables the recording of processes across applications.

Personalized learning paths

Tailored experiences for sales, marketing, and support teams

Provide users with role-specific, in-app, step-by-step instructions, so they can learn while working efficiently Learn more.

Single source of truth

Centralized documentation that’s updated

Eliminate lost files and outdated documentation with ClickLearn. Centralize and automate updates, ensuring easy access for your team. Set high organizational standards by training employees to work efficiently using ClickLearn as your Salesforce Training Platform.

Resources

Upcoming webinars and events

Resources

Upcoming Events

Explore more

Webinar

Are you facing challenges with Salesforce user adoption, onboarding, or keeping your training materials up-to-date?

Salesforce

eBook

Implementing new software requires planning and coordination; we have made it easy for you!

Template

Webinar

Learn how to ease the stress that comes with continuously training your teammates on all operational processes and task within Salesforce.

Salesforce

How ClickLearn helps your team

ClickLearn adds value to all departments by automating training material creation, ensuring consistency and efficiency. Here is how your role and department benefits from ClickLearn.

Customer support teams

Man With Phone Scaled

IT & Change Managers

Two Young Men Talking Scaled

Sales & Marketing Leaders

Creative People Sitting And Discussing Scaled

Customer success stories

Real companies, real results

Implementing or upgrading to a new CRM can be challenging. Learn how our customers created results and gained faster value realization with ClickLearn.

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Insurance

Atradius boosts scalability
and efficiency with ClickLearn

Gf Pipingsystems 1

Industrial Machinery Manufacturing

How Georg Fischer successfully manage software updates in a global organization

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Construction

Multiplex gains in adoption 
speed and user effectiveness

Multiplex Logo

Construction

Multiplex gains in adoption 
speed and user effectiveness

Experience ClickLearn live

Discover the full potential of our solution with a personalized demo tailored just for you.

See how ClickLearn works in Salesforce

No waiting, no meeting. Just watch a 25-minute step-by-step video of how it all works. Grap a coffee, and watch it at your own pace ☕