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    Salesforce Survey Integration
    • 21 Aug 2025
    • 1 Minute To Read
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    Contents

    Salesforce Survey Integration

    • Updated On 21 Aug 2025
    • 1 Minute To Read
    • Print
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    • PDF
    Article summary

    Use Integration in Whatfix to share the data from your Salesforce account with your Whatfix account, and also show Surveys to your users based on multiple conditions.

    Salesforce survey 1

    Note:

    To integrate Whatfix and Salesforce Survey, contact support@whatfix.com.

    Use cases

    Here are some use cases possible with this integration:

    • Show the Survey only to users who haven't completed it.
    • Show the Survey until users complete a mandatory security course.
    • Show the Survey to new users until they complete their onboarding feedback.
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