SALESFORCE–CANVAS INTEGRATION FOR UNIFIED COURSE MANAGEMENT
OVERVIEW
A cloud education program needed a unified platform for managing courses and tracking educator activity. Fiduciary Tech developed a Salesforce portal integrated with Canvas LMS (learning management system), leveraging AWS Lambda and SQS to automate user creation and course synchronization between both platforms. The integration enabled automatic educator account setup, streamlined course management, and provided Salesforce administrators with real-time visibility into course data. This automated approach improved data accuracy, reduced administrative overhead, and ensured consistent course management across systems.
THE CHALLENGE
Educators and program administrators were managing course data manually across multiple systems, including Salesforce and Canvas. This disconnected process led to data inconsistencies, delayed course updates, and a lack of synchronization between educator and course records. Administrative staff spent significant time manually creating Canvas accounts, enrolling users, and updating course details in Salesforce which was not scalable in the long run as the program continued to grow in size. Without a unified system, it was difficult to maintain reliable course information and ensure efficient onboarding for educators.
OUR SOLUTION
Fiduciary Tech implemented a fully integrated Salesforce–Canvas solution powered by AWS Lambda and SQS to automate workflows between the two platforms. When a new educator is added in Salesforce, the integration automatically creates a corresponding Canvas user account and enrolls them in the required onboarding course. Once an educator creates a course, Canvas live events sends updates to AWS SQS, triggering Lambda functions that update Salesforce with the course information and current number of students enrolled in each course. This event-driven architecture keeps Salesforce up to date with the latest course information, allowing administrators to monitor course capacity and educator activity without manual intervention.
To ensure reliability and consistency, Fiduciary Tech conducted comprehensive integration testing across all Salesforce–Canvas workflows. These tests validated the automatic creation of users in Canvas, course enrollment, and synchronization of course data, confirming that updates flow seamlessly between systems. The testing framework also ensured that the integration performs consistently under varying data and event conditions, providing confidence in the accuracy and stability of the solution.
KEY FEATURES
- • Automatic Canvas user creation when new educators are added in Salesforce
• Automated orientation course enrollment initiated from Salesforce
• Centralized course visibility within Salesforce
GLOBAL IMPACT/RESULTS
- • Eliminated manual administrative tasks and reduced data entry errors
• Improved reporting accuracy for course enrollment data
• Streamlined educator onboarding through automated account creation and enrollment
• Enhanced operational efficiency with real-time synchronization between systems
TECHNOLOGIES & SERVICES
Salesforce CRM — Portal for educator and course management, reporting
Canvas LMS — Course delivery and enrollment tracking
AWS Lambda & SQS — Event-driven integration and automation
CONCLUSION
The Salesforce–Canvas integration designed by Fiduciary Tech provided a unified, automated workflow for course and educator management. By automating account creation and synchronizing only essential course-level data, the program achieved real-time accuracy and reduced administrative overhead. This integration laid a scalable foundation for efficient course operations and future platform growth.