---
title: "Salesforce Einstein (Tableau CRM) Integration"
slug: "salesforce-einstein-tableau-crm-integration"
updated: 2026-08-06T14:44:42Z
published: 2026-08-06T14:44:42Z
canonical: "support.whatfix.com/salesforce-einstein-tableau-crm-integration"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Einstein (Tableau CRM) Integration

- [Overview](/docs/salesforce-einstein-tableau-crm-integration#overview)
- [Use cases](/docs/salesforce-einstein-tableau-crm-integration#usecase)

## Overview

Whatfix and Salesforce Einstein integration enables you to push Whatfix Analytics data to Salesforce Einstein in the form of a dataset. This dataset is further used to create a custom dashboard in the Salesforce app. ![salesforce-einstein](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/salesforce-einstein.png)

Note:

Integrating Whatfix and Salesforce Einstein requires backend configuration that can only be done by Whatfix. Contact [support@whatfix.com](mailto:support@whatfix.com?Subject=Integrate%20Whatfix%20and%20Salesforce%20Einstein%20for%20my%20account&Body=Hello%20Team%2C%0A%0AKindly%20provide%20assistance%20to%20integrate%20Whatfix%20and%20Salesforce%20Einstein%20for%20my%20account.%0A%0AMore%20information%3A%0A%0AThanks%20and%20regards.) to set up the integration.

---

## Use cases

- Track user task usage and completion, and report on the Salesforce dashboard.
- Track new user onboarding task completion and map their support tickets.
- Check new feature usage and adoption rates from the Salesforce dashboard.
- Check search usage for users with an NPS score under 6 and get unsuccessful search terms to identify knowledge gaps.

          Note

          

This integration is not available for [Self Hosted](/studio/docs/self-hosting-whatfix-content) mode of deployment.