Features
This solution includes three connected workflows that automate onboarding, course management, and training assignments. Together, they eliminate manual work and improve data consistency across HR and CRM systems.
Workflow 1: Create New Employees
Objective: Automate onboarding by creating new employee profiles across systems for faster setup.
Process: When a new employee is added and marked as Active in the HR system, they’re automatically added to Salesforce and Airtable.
Outcome: New hires are set up quickly and accurately across systems, minimizing delays and eliminating manual work.
Workflow 2: Add/Update Courses
Objective: Keep training course data aligned across systems by automating updates.
Process: When a new course is created or updated in Salesforce, it is automatically added to Airtable for reporting and visibility.
Outcome: Courses are added swiftly and across platforms, streamlining setup and removing the need for manual input.
Workflow 3: Add Course Assignments
Objective: Ensure employee training assignments stay consistent across systems.
Process: When a course assignment is made in Salesforce, or a status is updated, it is automatically pushed to the employee’s record in Airtable.
Outcome: Management has accurate visibility into training progress without needing to access to the HR or CRM systems.
