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.
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.