Unify your student CRM with an AI-native learning platform to drive personalized outcomes at scale.
Salesforce Education Cloud gives institutions a 360-degree view of every student—from recruitment through alumni engagement. When paired with ibl.ai's Agentic LMS, that rich CRM data becomes the engine for truly personalized, AI-driven learning experiences.
The integration bridges the gap between student relationship management and course delivery. Enrollment status, advising notes, risk flags, and engagement signals flow bidirectionally, so AI agents in the LMS can act on real-time context rather than stale snapshots.
Institutions retain full ownership of their AI agents, data, and infrastructure. There is no vendor lock-in, and the integration is built to meet FERPA, HIPAA, and SOC 2 compliance requirements out of the box.
The integration uses a secure middleware layer—deployed on the institution's own infrastructure—to synchronize data between Salesforce Education Cloud and the ibl.ai Agentic LMS. REST and GraphQL APIs handle real-time events while scheduled batch jobs reconcile enrollment and outcome records. AI agents in the LMS consume enriched student profiles to personalize content, pacing, and interventions.
Orchestrates bidirectional data sync, handles authentication, and enforces data governance policies between Salesforce and the Agentic LMS
Institution-hosted REST/GraphQL middleware with OAuth 2.0Source of truth for student CRM data including enrollment, advising, and success plans
Salesforce Platform, Education Data Architecture (EDA)AI-native learning platform that consumes enriched student profiles to deliver personalized courses, interventions, and credentials
ibl.ai Agentic OS, Open edX-compatible runtimePurpose-built agents that act on combined CRM and LMS signals to trigger nudges, adapt content, and surface insights to advisors
ibl.ai Agentic OS with MentorAI and Agentic Credential modulesCreate a Connected App in Salesforce Education Cloud with the required OAuth 2.0 scopes. Grant access to Education Data Architecture objects including Contact, Program Enrollment, and Success Plan.
Install the ibl.ai Salesforce connector on your institution's infrastructure or private cloud. Configure environment variables for Salesforce instance URL, client ID, and client secret.
Use the ibl.ai admin console to map Salesforce EDA fields to Agentic LMS learner profile attributes. Define sync frequency, conflict resolution rules, and PII handling policies.
Define which Salesforce events—such as at-risk flags or advising notes—trigger AI agent actions inside the Agentic LMS. Set thresholds for automated nudges, content adaptation, and escalation alerts.
Execute an initial batch sync with a subset of student records. Validate that enrollment data, risk flags, and completion events appear correctly in both systems before enabling full production sync.
Enable production sync and activate AI agents. Use the ibl.ai monitoring dashboard to track data flow latency, error rates, and agent action logs. Set up alerts for sync failures or anomalies.
Merge Salesforce CRM data with LMS learning activity into a single, real-time learner profile that AI agents use to personalize every interaction and recommendation.
When Salesforce flags a student as at-risk, AI agents in the Agentic LMS automatically adjust learning paths, send targeted nudges, and alert advisors—without manual triage.
Course completions, assessment scores, and credential milestones earned in the LMS flow back to Salesforce in real time, keeping advisor dashboards and success plans current.
Enrollment history, program plans, and advising goals from Salesforce inform the Agentic LMS's AI agents, enabling dynamically adapted course sequences tailored to each student's trajectory.
Agentic Credential modules surface earned badges and competency progress directly within Salesforce student records, giving advisors and employers a verified skills picture.
All data flows are governed by FERPA-compliant policies enforced at the middleware layer. Institutions own their data pipeline with no third-party data sharing.
Advisors in Salesforce set at-risk flags based on early alert criteria. The Agentic LMS receives these signals in real time and deploys AI agents to re-engage students with targeted content, check-ins, and modified pacing before they disengage.
Enrollment and program plan data from Salesforce Education Cloud automatically provisions a customized onboarding learning path in the Agentic LMS, reducing time-to-engagement and administrative overhead for orientation teams.
Success plan goals and advising notes captured in Salesforce are surfaced to the LMS's AI agents, which translate them into specific course recommendations and skill-building modules aligned with each student's academic and career objectives.
Credential and competency data generated by the Agentic LMS populates Salesforce contact records, enabling career services teams to match students with employer partners based on verified, up-to-date skills profiles.
Alumni and continuing education learners managed in Salesforce are automatically provisioned into relevant Agentic LMS programs. Completion data flows back to Salesforce to support alumni engagement and fundraising segmentation.
See how ibl.ai deploys AI agents you own and control—on your infrastructure, integrated with your systems.