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Whatfix allows you to export your walkthroughs and upload them on Salesforce.

To do so:,

  1. Navigate to

    the

    Whatfix Dashboard.


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    On the top right, click the

     

  2. Click the Settings icon. 

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  3. Click

    Click Export Content

    to export your flows.
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    An email is sent

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    Note

    If you do not see Export flows option, contact your CSM.

  4. In the popup, click Export.

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  5. You will receive a download link to your registered email IDaddress. Download the zip  
  6. Click the link to download the file.
    Login into your salesforce and go to Static Resources
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  7. Choose one of the options below to continue

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    titleFirst Time Upload

    a. Click the New button upload the zip file downloaded from the previous step.
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    b. Enter a Folder name and description for the content.
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    titleUpdate Existing Content

    a. Next to the content that you want to update, click the Edit link.
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  8. Click Choose File and upload the zip file that you have received in step 4 above.
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  9. Click Save.
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  11. Log in to your Salesforce account.
  12. Click Setup icon at the top right.
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  13. Click Setup
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  14. In the left pane, under Custom Code, click Static Resource.
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  15. Click New
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  16. Enter the name for the static resource.
  17. Click Choose File and upload the downloaded zip file from step 6.
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  18. Click Save.
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Note

Once you have finished the procedure listed above, contact your respective CSM. There's an additional configuration that needs to be done by Whatfix to complete the process.