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Case Study / Salesforce Implementation

Transforming Continuing Education and Learner Registration on Salesforce

The Client

A leading medical education institution delivers Continuing Medical Education (CME), executive leadership programs, and professional development courses to physicians, researchers, and healthcare leaders worldwide.

Serving thousands of learners across in-person, virtual, and hybrid programs, the organization operates at the intersection of healthcare, academia, and professional credentialing. Accuracy, compliance, learner experience, and operational efficiency are critical across every stage of the registration journey.

The Challenge

The institution managed course registration, payment processing, learner data, and continuing education workflows across multiple disconnected platforms, including legacy registration systems.

Learners encountered inconsistent registration experiences depending on the program. Internal teams manually reconciled data across systems. Marketing and communications teams had limited ability to personalize outreach or automate learner engagement. Most importantly, registration, payment, and continuing education data lacked a single system of record.

The complexity extended beyond registration. Learners needed a consistent experience across program types, while administrators needed accurate payment, registration, and accreditation data flowing through a single system.

The institution needed a Salesforce-native platform capable of supporting the full learner lifecycle while providing a seamless experience for learners and administrators alike.

Requirements that defined the architecture:

  • Consolidate registration, payment, and learner management
  • Support multiple program types and delivery formats
  • Create a unified learner experience
  • Automate learner communications
  • Centralize registration and accreditation data
  • Enable long-term platform scalability

The Solution

Red Van Workshop implemented a Salesforce-native learning commerce platform powered by Salesforce Commerce Cloud, Salesforce Order Management, and Salesforce Marketing Cloud using Red Van's Autobahn framework.

The platform unified course discovery, registration, payment, learner engagement, and continuing education workflows into a single ecosystem while meeting the institution's branding, security, and compliance requirements.

Salesforce-Native Registration and Commerce. Red Van rebuilt the institution's course catalog and registration experience on Salesforce Core, consolidating learner registration and payment processing into a single platform. The implementation provided a consistent learner experience across programs while reducing operational complexity for internal teams.

Platform Expansion and Evolution. Following the successful launch, the institution expanded the platform through a major enhancement initiative that introduced new program types, additional business workflows, and deeper Salesforce integrations. This expansion demonstrated the flexibility of the architecture and reinforced Salesforce as the foundation for future learning and registration initiatives.

Embedded Product Development.  To accelerate platform evolution, Red Van provided an embedded development team that worked directly alongside institutional stakeholders. This staff augmentation model enabled continuous roadmap delivery, feature development, and operational improvements while providing the institution with dedicated Salesforce expertise embedded directly within its team.

Continuing Education Migration.  As part of the institution's long-term Salesforce-first strategy, Red Van began migrating continuing education registration workflows from a legacy platform into Salesforce. The ongoing initiative includes learner self-registration experiences, continuing education administration workflows, and accreditation data integrations required for CME reporting and compliance.  The migration itself rivals the scale of many standalone Salesforce implementations while consolidating critical continuing education workflows within Salesforce and eliminating a significant third-party dependency.

Connected Learner Engagement. Salesforce Marketing Cloud supports learner communications throughout the registration lifecycle, enabling more personalized engagement and improving communication consistency across programs. The result is a more connected learner experience and greater visibility into learner interactions throughout the educational journey.

Services Provided

  • Discovery & Architecture
  • Salesforce Core Implementation
  • Salesforce Marketing Cloud Implementation
  • Continuing Education Registration Architecture
  • alesforce Platform Expansion & Enhancements
  • Staff Augmentation
  • Ongoing Roadmap Delivery

Results

The engagement has evolved into one of Red Van's largest and longest-running higher education partnerships, spanning implementation, platform expansion, embedded development, and ongoing modernization initiatives.

Key outcomes include:

  • Unified Salesforce-native registration and payment experience
  • Salesforce established as the system of record for registration, payment, learner, and accreditation data
  • Unified learner, registration, payment, and accreditation data within a single Salesforce ecosystem
  • Embedded development team supporting continuous platform innovation and roadmap execution
  • Ongoing elimination of third-party registration dependencies through Salesforce-native workflows
  • Multi-year partnership supporting continued platform growth through 2027
Today, the institution operates a modern learning platform that unifies registration, payments, learner engagement, and continuing education operations within a single Salesforce ecosystem. What once required disconnected systems, manual reconciliation, and fragmented learner experiences now operates through a scalable platform designed to support future growth, operational efficiency, and a more connected learner journey.