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Salesforce Einstein (Tableau CRM) Integration
  • 05 Feb 2025
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Salesforce Einstein (Tableau CRM) Integration

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Article summary

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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