From Click to Certificate: Canvas Catalog Data in Salesforce

[matekiss]

When we first landed the Salesforce integration, the goal was simple: put Catalog in the system your teams already use. You could identify learners and start reporting inside Salesforce. It worked, but gaps surfaced quickly. Admins needed visibility after sign-up. Analysts wanted to see which listings drove revenue. Leaders asked for a unified view of progress, completions, and orders without relying on manual exports. That first step proved the path forward.

What Changed

We have now unlocked 28 distinct datasets from Catalog for sync into Salesforce. Each dataset represents a different area of the learner or transaction journey. Together, they include over 300 data objects, each of which can be mapped, filtered, and reported on inside Salesforce.

New data objects are ready to be mapped.

Why It Matters

Fragmented data slows decisions. When enrollment status, progress, and order details sit outside Salesforce, reporting becomes a series of exports and manual workarounds. With more comprehensive sync coverage, reporting and automation stay inside the system your teams already use. This helps shift from periodic reconciliation to real-time action.

How It Works In Practice

Imagine a cohort of employer-sponsored learners enrolled across multiple listings. Halfway through the term, a group starts to fall behind. Before this update, you had to export enrollment data, pull a separate progress file, join it with order history, and try to align everything with recent campaigns. Now, thanks to the expanded integration, all of that context is already in Salesforce.

Admin Experience

Your current user field mappings stay intact. You choose which new datasets and fields to activate. You can roll them into dashboards gradually. Start with enrollments, completions, and orders to eliminate manual exports. Add promotions to measure recovered revenue. Include pathways and program requirements to guide decision-making. Start small with one useful report and expand from there. Over time, your setup can support case creation, task assignment, and automated communications based on real-time learner activity.

Continuity With The Original Launch

If your team announced the integration last year, this release completes the vision. The features stakeholders requested are now available in CRM. Progress status is tied to context. Certificates display next to user records. Orders and promotions connect to learner outcomes. Catalog entities are fully mapped for reporting. For teams that live in Salesforce, the learning experience becomes visible and measurable.

How To Get Started

Go to your Catalog Salesforce settings. Review the 28 available datasets and choose the ones that support your current reporting goals. Start with one focused use case. Then build. The full list of datasets and their data objects is included in the September 1, 2025 Catalog release notes.

Check New Data Objects

A Comprehensive Solution

Catalog provides the learning signals. Salesforce provides the operational framework. Teams stop reconciling spreadsheets and start driving outcomes. The integration you asked for is ready.