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Salesforce Integration
  • 05 Sep 2022
  • 3 Minutes To Read
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Salesforce Integration

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Overview

With Salesforce and Whatfix integration, you can share data between applications to show contextual and targeted content to users.

Each Salesforce user has a unique username (email address) used to identify end-users at Whatfix.


Use cases

Here are some use cases that are possible using this integration:

  • Show Pop-ups to users who have not taken the demo yet using a custom variable from the Opportunity object.
  • Auto-trigger a Flow to users who are in the next billing cycle.
  • Show content based on the users' lifecycle, department, lead type using variables from multiple objects.
  • Check the search usage for users who have given an NPS score of 6 or less and get all unsuccessful search terms to selectively map the knowledge gaps.
  • 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 recently added features and their usage as part of the onboarding process.
  • Track the usage and completion of tasks by your users and create a report on the Salesforce Dashboard.

How it works

salesforce_integration_how_it_works (1)


Creating an Integration

Salesforce quick Integration

With the Salesforce quick integration capability, user fields available in Salesforce are instantly mapped with Whatfix attributes for basic content segmentation.

Use the following steps to create a Salesforce Integration.

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. In the left pane, click Integrations.
    Dashboard_LP_click_Integrations

  3. On the Dashboard tab, click the Salesforce tile.
    SF_INT_Tile

  4. Click the Quick Integration button.
    dashboard_integrations_sf_quick_int_button

  5. Select the Salesforce environment that you want to integrate, and then click Sign in to salesforce.
    SF_INT_environment(1)

  6. Once the Salesforce login page loads, enter the login credentials and then click Log In.
    SF_INT_Login

  7. Click Next.

  8. In the Choose Account tab, modify the auto-populated account name, if required.
    SF_int_acc_name

  9. Under Select User Identifier, click the drop-down and choose how you want to identify your users.
    dashboard_integrations_SF_user_identifier

  10. Click Next.

  11. In the Map Salesforce Fields tab, the available Salesforce fields are automatically mapped with Whatfix attributes.
    dashboard_integrations_SF_quick_fields

  12. Click Test to check if the integration is valid.
    SF_int_Test

  13. Once the test is completed, click Save & Schedule.
    SF_INT_save_schedule

  14. The various options that you can configure are listed below.

    • Start On- Set the start date and time period.
    • Time zone- Specify the time zone from the drop-down for the specified dates to follow.
    • Repeat- Configure the frequency of the Integration run during the selected time period.
    • Ends-
      a. Never- This option runs the Integration forever.
      b. On- This option lets you specify the end date and
      time period for the Integration.

SF_INT_schedule

  1. Click Save.

Use the following steps to create a Salesforce Integration.

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. In the left pane, click Integrations.
    integrations tab

  3. On the Dashboard tab, click the Salesforce tile.
    SF_INT_Tile

  4. Under the use case section, to get data from Salesforce, click Try it on the available template.
    SF_INT_Try_it

your title goes here

If this template does not suit your use case, write to [email protected] and try creating a custom integration using the Advanced Integration option.

  1. Select the Salesforce environment that you want to integrate and then click Sign in to salesforce.
    SF_INT_environment(1)

  2. Once the Salesforce login page loads, enter the login credentials and then click Log In.
    SF_INT_Login

  3. Click Next.

  4. In the Choose Account tab, modify the auto-populated account name, if required.
    SF_int_acc_name

  5. Under Select User Identifier, click the drop-down and choose how you want to identify your users.
    dashboard_integrations_SF_user_identifier

  6. Click Next.

  7. In the Map Salesforce Fields tab, select the fields that you want to map with Whatfix attributes.
    SF_INT_map_fields

  8. Click Done.

your title goes here

Click the Edit Mappings button to map additional fields.
SF_int_edit_mapping

  1. Click Test to check if the integration is valid.
    SF_int_Test

  2. Once the test is completed, click Save & Schedule.
    SF_INT_save_schedule

  3. The various options that you can configure are listed below.

    • Start On- Set the start date and time period.
    • Time zone- Specify the time zone from the drop-down for the specified dates to follow.
    • Repeat- Configure the frequency of the Integration run during the selected time period.
    • Ends-
      a. Never- This option runs the Integration forever.
      b. On- This option lets you specify the end date and
      time period for the Integration.

SF_INT_schedule

  1. Click Save.

Using User Attributes as Visibility Rules.

The main objective of Whatfix-Salesforce integration is to get data from Salesforce and map the available Salesforce fields as Whatfix User Attributes for segmentation purposes.

On completion of the first integration run, these attributes are available in the Visibility Rules section of widgets under the User Attribute condition.

To add User Attributes as Visibility Rules,

  1. Navigate to the Visibility Rules section of any widget.
    widget_visibility_rule

  2. Select the User Attribute condition from the drop-down menu.
    VR_User_attribute

  3. Select the Attributes you want as part of the Visibility Rules, and then enter its value.
    SF_INT_attributes.png

  4. Finish creating the widget.


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