The Training and Certification Module allows you to create and deliver media-rich training to your Partners (and members of your Internal Organization). Trainees complete required Courses to acquire Certifications. All Certification data such as completions and expiration details are visible and reported in the Partner's profile. 


All training content resides in your Courses. Each Course contains any number of Lessons, Quizzes, and Learning Modules (SCORM content) that must be completed to complete the Course. Users completing the required Courses automatically earn Certifications. 

Lessons can include text, videos, images, files, and links. 

Quizzes are made up of multiple-choice questions, and you specify the passing score for each Quiz. 

The Learning Module feature allows you to upload and administer online learning content in SCORM format. If you are currently using or plan to invest in SCORM content, please contact us to enable the Learning Module for your portal.  

Course Completions 

When a User completes a Course, this is recorded as a Course Completion. You can view these Completions on the Course Completions page, where you can track individual Users' progress,  manually add a Course Completion for a User, or void existing Completions that were created in error. 


Certifications allow you to track the achievement and status of both Users and Partners within your training program. For User Certifications, you specify the Courses that need to be completed to achieve a Certification. Once a User completes and passes all the required Courses for a Certification, they automatically receive their Certification. 

There are two types of Certifications:

  • User Certifications: Are assigned to Users and indicate their level of achievement in completing the training content. User Certifications are awarded automatically and manually. 
  • Organization Certifications: These Certifications are awarded on an Organization level and indicate a company-level status or achievement. Organization Certifications can only be awarded manually.

Certification Completions 

When a User completes the required Courses for a Certification, this is recorded as a Certification Completion. The Certification Completions page shows all Completions and their status for both Users or Organizations. On this page, you can search for Certification Completions, manually add a Certification Completion, or void existing ones that were created in error.

If using the Partner Sync Integration, you can push User and Organization Completions into Salesforce or HubSpot. Learn more about this topic here: How do I track completed Courses and Certifications in the Training and Certification Module?.

Salesforce Contact Record - Current Certification 

Learn how to set up: