Salesforce Survey Integration

Updated On 07 Jun 2024
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Overview
Use cases

Overview

Using Integration Hub in Whatfix, data from your Salesforce Lightning account can be shared with your Whatfix account, and surveys can be shown to your users based on multiple conditions.

Salesforce Lightning survey 1

Note

Integrating Whatfix and Salesforce Survey requires backend configuration that can only be done by Whatfix. Contact support@whatfix.com to set up the integration.

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 users complete the mandatory security course.
Show the survey to new users until they finish giving their onboarding feedback.

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This integration is not available for Self Hosted mode of deployment.

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User Attributes

Table Of Contents

Overview
Use cases

Changing your password will log you out immediately. Use the new password to log back in.

Current password

New password

Confirm password

First Name

First name must have atleast 2 characters. Numbers and special characters are not allowed.

Last Name

Last name must have atleast 1 characters. Numbers and special characters are not allowed.

New email

Enter a valid email

Re-enter your password

Enter a valid password

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