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Salesforce Survey Integration
  • 17 Jan 2024
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Salesforce Survey Integration

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Article summary

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

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