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Connect Skilljar to Salesforce like Magic

How to Use Magical to Transfer Data from Skilljar to Salesforce
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Transfer Data from Skilljar to Salesforce: A Step-by-Step Guide

With Magical, you can transfer data from Skilljar to Salesforce in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Skilljar to Salesforce, helping you speed up data entry and optimize your sales processes.

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What Skilljar data can you transfer

Magical enables you to transfer a wide array of data from Skilljar to Salesforce. Here are some examples of the information you can extract:

Course Completion
User Name
Email
Course Score
And move more types of information by creating your own custom labels.

How to Transfer data from Skilljar to Salesforce using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Skilljar to Salesforce for more efficient sales processes. Follow these steps:

  1. Sign in to your Skilljar account and open the course containing the data you want to transfer, such as course completion and user details.
  2. In Skilljar, label the information you want to transfer with Magical, like Course Completion, User Name, or Course Score.
  3. Sign in to your Salesforce account and open the record where you want to add the Skilljar data.
  4. Type "//" in an empty field and select the information you want to transfer from Skilljar such as User Name, Course Score, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Skilljar and Salesforce

Swift and efficient data entry in sales processes are crucial to maintaining customer satisfaction. Skilljar is a powerful learning management system and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your sales efforts. By leveraging Magical, you can easily move information from Skilljar to Salesforce, allowing you to focus on improving customer satisfaction.

Other ways to connect Skilljar and Salesforce

Using Zapier

Zapier provides a seamless connection between Skilljar and Salesforce, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Skilljar and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower sales and training teams with real-time customer insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.

Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Skilljar and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Skilljar. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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