Salesforce Einstein (Tableau CRM) Integration

Updated On 05 Feb 2025
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Overview
Use cases

Overview

Whatfix and Salesforce Einstein integration enables you to transfer Whatfix Analytics data to Salesforce Einstein as a dataset. Utilize this dataset to create a custom dashboard within the Salesforce app.
salesforce-einstein

Note

Integrating Whatfix and Salesforce Einstein requires backend configuration that only Whatfix performs. Contact support@whatfix.com to set up the integration.

Use cases

Track the usage and completion of tasks by users and generate reports on the Salesforce dashboard.
Monitor how new users complete onboarding tasks in the Task List and map the support tickets they create.
Analyze the usage of new features and their adoption rates directly from the Salesforce dashboard.
Evaluate search usage for users with an NPS score below 6 and identify unsuccessful search terms to selectively address knowledge gaps.

Note

This integration is not available for Self Hosted mode of deployment.

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Salesforce Lightning Integration

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