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Salesforce Einstein (Tableau CRM) Integration
  • 17 Jan 2024
  • 1 Minute To Read
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Contents

Salesforce Einstein (Tableau CRM) Integration

  • Updated On 17 Jan 2024
  • 1 Minute To Read
  • Print
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  • PDF
Article Summary

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.
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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.
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