Mandated training shouldn’t be a quarterly panic of reminder emails and exported spreadsheets. Assign by role, escalate before deadlines, and answer any audit with one report, from the org your compliance office already trusts.
The risk isn’t failing the training. It’s failing to prove it.
Most organizations deliver their mandatory training. What they can’t do is prove it in minutes: who completed what, when, with which version of the policy, across employees, contractors and partners. When the evidence lives in three systems and a shared drive, every audit costs weeks.
Evidence per attempt
Auto-renewal on expiry
Flows map each obligation to the population it covers, role, entity, region, contractor status. New joiners inherit their obligations on day one.
Reminders fire on real progress; managers are alerted before the deadline, not after the breach.
Question banks and passing scores make completion mean something an auditor accepts.
Completion, score, date and version, filtered by any dimension, straight from Salesforce reports.
Trained with their existing Salesforce login, tracked on their user record, nothing new to provision.
Externals complete the same mandated modules through Experience Cloud, with login licensing for occasional access.
Partner accreditation as a compliance program, completion visible per partner company, renewals enforced.
Evidence lives where the auditor already looks, your Salesforce org.
Bring one training obligation, we’ll show the full loop: assignment, escalation, proof.
