Salesforce Einstein (Tableau CRM) Integration

Updated On 30 Sep 2024
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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.
salesforce-einstein

Note

To integrate Whatfix and Salesforce Einstein, email us at support@whatfix.com.

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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