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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.


  2. On the top right, click the Settings icon.


  3. Click Export Content to export your flows.


  4. An email is sent to your registered email ID. Download the zip file.

  5. Login into your salesforce and go to Static Resources


  6. Choose one of the options below to continue

     First Time Upload

    a. Click the New button upload the zip file downloaded from the previous step.

    b. Enter a Folder name and description for the content.

     Update Existing Content

    a. Next to the content that you want to update, click the Edit link.

  7. Click Choose File and upload the zip file that you have received in step 4 above.


  8. Click Save.

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.