1. Submit the Interest Form
Complete the interest form with "Additional Delivery Method" selected as the product of interest and indicate the delivery method you would like to add. After the completed form is submitted, a link to the ADM application will be sent to the main contact. The email address is no-reply@salesforce.com. Some mail client security features may reject this address, so make sure you are able to accept emails from no-reply@salesforce.com.
2. Familiarize Yourself with the Standards and Best Practices
Before proceeding with the online ADM application, we ask that you make yourself familiar with the Statement on Standards for Continuing Professional Education (CPE) Programs (revised December 2024). These are the Standards by which your application will be measured for compliance.
The Best Practices site has been developed to assist in the development, presentation, measurement, and reporting of CPE programs. Please visit the Best Practices site here.
3: Complete ADM Application
The Registry application is a detailed process, and potential sponsors should take the necessary steps in providing a complete application. The National Registry provides help and support to provide guidance, including video whiteboards, best practices, and workshops (i.e. the Registry Summit). The online application is an intuitive and interactive interface by which you can upload all materials that are relevant for the delivery method you are seeking for approval. The application and review fees can also be paid through this secure system. The online application form will allow you to save and return to complete it at a later date. You will be prompted to supply a login and password to access the incomplete form.
You may apply for multiple instructional delivery methods (Group Live; Group Internet Based; QAS™ Self Study; Nano Learning; and Blended Learning) with one application. You will be requested to submit certain documentation and program materials for one program of each instructional delivery method for which you are applying. All of the requested documentation for the application should relate to the submitted program. For example, if the submitted course is titled, “Accounting ABCs,” then all submitted materials—program materials, promotional materials, certificate of completion, evaluation form, etc.—should be for the “Accounting ABCs” program.
QAS™ Self Study ADM Additional Materials:
- Course materials
- Method of CPE credit determination
- Qualified assessment and review question keys
- Supporting documentation that 75% or more of learning objectives are measured in the qualified assessment
4. Main Contact Notified of Status
Once you have submitted your ADM application, you will receive a confirmation email.
5. ADM Application Review Process Begins
Fees must be submitted before the application will move forward in the review process. The National Registry team reviews your application to determine if the policies, procedures, and courses are compliant with the Standards. The ADM application process consists of a hands-on evaluation by the National Registry of CPE Sponsors administrative review team. Your application will be assigned to an Instructional Design Administrator. Your assigned reviewer will evaluate the administrative materials to measure against the applicable Standards.
The required documents for the application include:
The program list should include programs under your current approved delivery method in addition to known product offerings under the additional delivery method. If all program offerings have not yet been determined, submit the known course offerings and remit fees based on that program offering level. If, during the year, your organization will exceed the number of program offerings included in the initial application, please contact your National Registry Account Administrator.
6. Request for Modifications
If there are areas of non-compliance, your Instructional Design Administrator will send you an email requesting modifications. Each element on the modification report must be addressed. If you have any questions, please contact your Instructional Design Administrator. You will have two weeks from the date of the email to submit the modified documentation and materials. You have two opportunities to make required modifications. After two opportunities to make modifications, if ANY non-compliance remains, the application will be closed.
7. Administrative Review Complete
Once your administrative documents are in compliance with the Standards, your ADM application will move forward to the Preliminary Instructional Design Review.
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