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SuccessFactors Integration
  • 24 Mar 2023
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Contents

SuccessFactors Integration

  • Updated On 24 Mar 2023
  • 1 Minute To Read
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Article Summary

Note:

Whatfix requires certain permissions to identify roles in SuccessFactors for segmentation.

To know more about permissions and to integrate SuccessFactors with Whatfix, contact support@whatfix.com.

Overview

Using Integration Hub in Whatfix, data from your SuccessFactors account can be shared with your Whatfix account, and different content can be shown based on the user role information from SuccessFactors.

Content segmentation is possible based on,

  • User Role
  • Country
  • Language
  • Region
  • Employment type, and more

Use cases

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

  • Roll out in-app reminders for employees who haven't completed the appraisal feedback.
  • Notify new HR Policies to all the users in a country using a Pop-up.
  • Show a Pop-up to all the users from one specific country. For example, local holiday information.
  • Show survey forms to employees to get feedback about their managers.

How it works

successfactors_integration_how_it_works_updated

Authentication

SuccessFactors follows Basic Auth for REST APIs, and Whatfix uses the Token-based authorization method.

Integration process

successfactors_integration_process_whatfix_updated1

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