Salesforce Einstein (Tableau CRM) Integration
- 07 Jun 2024
- 1 Minute To Read
-
Print
-
DarkLight
-
PDF
Salesforce Einstein (Tableau CRM) Integration
- Updated On 07 Jun 2024
- 1 Minute To Read
-
Print
-
DarkLight
-
PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Overview
Whatfix and Salesforce Einstein integration enables you to push Whatfix Analytics data to Salesforce Einstein in the form of a dataset. This dataset can be further used to create a custom dashboard in the Salesforce app.
your title goes here
Integrating Whatfix and Salesforce Einstein requires backend configuration that can only be done by Whatfix. Contact support@whatfix.com to set up the integration.
Use cases
- Track the usage and completion of tasks by your users and create a report on the Salesforce dashboard.
- Track how new users are completing the onboarding tasks in the Task List and map the support tickets created by them.
- Check the usage of new features and their adoption rates right from the Salesforce dashboard.
- Check the usage of searches for users with less than 6 NPS score and get all unsuccessful search terms to map the knowledge gaps selectively.
your title goes here
This integration is not available for Self Hosted mode of deployment.
Was this article helpful?