Case Study · Salesforce Implementation

One Platform for the Entire LearnerLifecycle

A leading medical education institution ran course registration, payment processing, learner data, and continuing education workflows across multiple disconnected platforms. Red Van consolidated them onto Salesforce, established it as the system of record for registration, payment, learner, and accreditation data, and continues migrating continuing education workflows off a legacy third-party platform.

Who is the client?

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

The institution serves thousands of learners across in-person, virtual, and hybrid programs, operating at the intersection of healthcare, academia, and professional credentialing. Accuracy, compliance, learner experience, and operational efficiency matter at every stage of the registration journey, because accreditation records are not marketing data. They are the evidence a physician relies on to maintain a license.

What problem did the institution need to solve?

Course registration, payment processing, learner data, and continuing education workflows were spread across multiple disconnected platforms.

Learners encountered inconsistent registration experiences depending on which program they chose. Internal teams manually reconciled data across systems, which is slow and, for accreditation records, risky. Marketing and communications teams had limited ability to personalize outreach or automate learner engagement. The institution needed a single platform capable of supporting the full learner lifecycle while providing a coherent 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

How did Red Van solve it?

Red Van rebuilt the institution's course catalog and registration experience on Salesforce, consolidating learner registration and payment processing into one platform, with Marketing Cloud carrying learner communications across the lifecycle.

The implementation delivered a consistent learner experience across programs while reducing operational complexity for internal teams. It did not stop at launch. The institution expanded the platform through a major enhancement initiative introducing new program types, additional business workflows, and deeper Salesforce integrations, and Red Van provided an embedded development team working directly alongside institutional stakeholders to keep that roadmap moving.

What the platform includes

Salesforce-Native Registration and Commerce

The course catalog and registration experience rebuilt on Salesforce, consolidating learner registration and payment processing into a single platform and giving every program a consistent experience.

Platform Expansion and Evolution

A major enhancement initiative following launch that introduced new program types, additional business workflows, and deeper Salesforce integrations, demonstrating the architecture's flexibility and reinforcing Salesforce as the foundation for future initiatives.

Embedded Product Development

A Red Van development team embedded alongside institutional stakeholders, enabling continuous roadmap delivery, feature development, and operational improvements with dedicated Salesforce expertise sitting inside the institution's own team.

Continuing Education Migration

An ongoing migration of continuing education registration workflows from a legacy platform into Salesforce, covering learner self-registration, continuing education administration, and the accreditation data integrations required for CME reporting and compliance.

Accreditation and Compliance Data

Accreditation data integrated into Salesforce so CME reporting and compliance requirements are met from the system of record rather than reconciled across platforms after the fact.

Connected Learner Engagement

Salesforce Marketing Cloud supporting learner communications throughout the registration lifecycle, enabling more personalized engagement, greater consistency across programs, and better visibility into learner interactions.

What were the results?

The engagement has become one of Red Van's largest and longest-running higher education partnerships, spanning implementation, platform expansion, embedded development, and ongoing modernization. Salesforce is now the system of record for registration, payment, learner, and accreditation data. The continuing education migration rivals the scale of many standalone Salesforce implementations on its own, and it eliminates a significant third-party dependency in the process.

Unified Salesforce-native registration and payment experience
Salesforce established as the system of record for registration, payment, learner, and accreditation data
Learner, registration, payment, and accreditation data unified in one ecosystem
Embedded development team supporting continuous innovation and roadmap execution
Ongoing elimination of third-party registration dependencies
Manual cross-system reconciliation removed from internal workflows
More personalized and consistent learner communications
Multi-year partnership supporting continued platform growth through 2027

The institution now 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 runs on a platform designed to support growth, operational efficiency, and a more connected learner journey.

Frequently asked questions

How do you consolidate course registration and payment onto one platform?

By rebuilding the catalog and registration experience natively rather than integrating existing systems together. Red Van rebuilt this institution's course catalog and registration on Salesforce, which removed the manual reconciliation internal teams were doing across platforms and gave every program a consistent learner experience.

Can Salesforce handle CME accreditation data and compliance reporting?

Yes, with the accreditation data integrations built in deliberately. Red Van is migrating this institution's continuing education workflows into Salesforce, including the accreditation data integrations required for CME reporting and compliance, so records come from the system of record rather than being reconciled after the fact.

How do you migrate off a legacy registration platform?

Incrementally, and with the scale respected. This institution's continuing education migration rivals many standalone Salesforce implementations in size, covering learner self-registration, administration workflows, and accreditation integrations. It is running as an ongoing initiative rather than a single cutover, which is the realistic approach at this scale.

What does an embedded development team actually do?

It works inside the institution's team rather than across a contract boundary. Red Van's embedded team delivers continuous roadmap execution, feature development, and operational improvements for this institution, which keeps Salesforce expertise present between releases instead of re-onboarding a new team for each project.