Integrate Salesforce Repository
- 15 Feb 2024
- 1 Minute To Read
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Integrate Salesforce Repository
- Updated On 15 Feb 2024
- 1 Minute To Read
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Integrate Salesforce with Whatfix to fetch and display articles from your Salesforce repository as contextual links in the self help widget.
Note
- You can integrate articles from the Knowledge and Files sections of the Salesforce application.
- To enable Whatfix to crawl content from the Files section, contact support@whatfix.com.
Use the following steps to integrate a Salesforce repository,
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On the Whatfix Guidance dashboard, click Settings.
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Click Repositories.
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Click Salesforce.
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Choose whether you want to integrate a sandbox account or a production account, and then click Next.
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Enter a title and the URL of your Salesforce repository.
The title you provide here is used as the tag name for the default tag attached to all the content fetched.
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Click Integrate.
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Once the login page loads, enter your Salesforce credentials, and then click Log In.
your title goes here
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If you face any issues while integrating, contact support@whatfix.com.
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Depending on how big your repository is, the content sync might take between 24 - 78 hours to complete.
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Once all the content is indexed, you can access them on the Whatfix dashboard.
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The content fetched can be added to self help and task list widgets in the same way as you would add any other Whatfix content.
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If you have smart context enabled, you must add the global-page tag for the content to reflect in the self help widget on your application. For more information, see
Add tags to Repository Content. -
If you click Cancel or close the integration pop-up, the integration request is Saved as a draft in the Integrated Repositories section.
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