Salesforce Einstein (Tableau CRM) Integration
- 05 Feb 2025
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Salesforce Einstein (Tableau CRM) Integration
- Updated On 05 Feb 2025
- 1 Minute To Read
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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.
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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