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Contact us at support@whatfix.com

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Whatfix allows you to export your walkthroughs and upload them on Salesforce.

To do so,

  1. Navigate to Whatfix Dashboard. 

  2. Click the Settings icon

  3. Click Export Content


    If you do not see Export flows option, contact your CSM.

  4. In the popup, click Export.

  5. You will receive a download link to your registered email address. 
  6. Click the link to download the file.
  7. Log in to your Salesforce account.
  8. Click Setup icon at the top right.
  9. Click Setup
  10. In the left pane, under Custom Code, click Static Resource.

  11. Click New
  12. Enter the name for the static resource.
  13. Click Choose File and upload the downloaded zip file from step 6.
  14. Click Save.


Once you have finished the procedure listed above, contact your respective CSM. There's an additional configuration that needs to be done by Whatfix to complete the process.