Using Integration in Whatfix, data from your Salesforce account can be shared with your Whatfix account, and surveys can be shown to your users based on different scenarios.
Note
To integrate Whatfix and Salesforce Survey, email us at support@whatfix.com.
Use cases
Here are some use cases that are possible using this integration,
- Show the survey only to users who haven't completed the survey.
- Show the survey until the users complete the mandatory security course.
- Show the survey to new users until they finish giving their onboarding feedback.