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Salesforce Lightning Integration
  • 20 Mar 2025
  • 4 Minutes To Read
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Contents

Salesforce Lightning Integration

  • Updated On 20 Mar 2025
  • 4 Minutes To Read
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Article summary

Note

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

Overview

The integration of Salesforce Lightning and Whatfix enables data sharing between applications, displaying contextual and targeted content to end users.

Each Salesforce Lightning user has a unique username (email address) used to identify end users at Whatfix.

Use cases

The integration enables the following use cases:

  • Display pop-ups to users who have not completed the demo, utilizing a custom variable from the Opportunity object.
  • Auto-trigger a Flow for users in the next billing cycle.
  • Display content based on users' lifecycle, department, and lead type, utilizing variables from multiple objects.
  • Analyze search usage for users who provided an NPS score of 6 or less, identifying unsuccessful search terms to map knowledge gaps.
  • Track new users' completion of onboarding tasks in the Task List and map their created support tickets.
  • Analyze the usage of recently added features as part of the onboarding process.
  • Track task usage and completion by users and generate a report on the Salesforce Lightning Dashboard.

How it works

salesforce_integration_how_it_works 1

Create an Integration

Salesforce Lightning quick Integration

The Salesforce Lightning quick integration capability enables instant mapping of user fields available in Salesforce Lightning with Whatfix attributes for basic content segmentation.

Use the following steps to create a Salesforce Lightning quick Integration:

  1. On the Whatfix Guidance dashboard, click Settings.
    ia_left_nav_settings

  2. Click App Integrations.
    ia_left%20nav_app%20integrations

  1. On the Dashboard tab, click the Salesforce tile.
    Salesforce_tile

  2. Click Quick Integration.
    salesforce_quick_integration

  3. Select the Salesforce environment that you want to integrate, and then click Sign in to Salesforce.
    sign_in_to_salesforce

  4. When the Salesforce Lightning login page loads, enter the login credentials and then click Log In.
    SF_INT_Login

  5. To use the connection established between Whatfix and Salesforce Lightning, under Choose existing connection, select the connection that is generated using the dropdrown menu and enter a description.
    2022-07-20_15-28-09

Info

The connection is auto generated once you log in to Salesforce Lightning.

  1. Click Next.
    salesforce_next

  2. In the Choose Account tab, modify the auto-populated account name, if required.
    account_name

  3. Under Select User Identifier, select how you want to identify your users using the dropdown menu.
    select_user_identifier

  4. Click Next.
    2022-07-20_16-28-48

Info

In the Map Salesforce Fields tab, the available Salesforce Lightning fields automatically map with Whatfix attributes.
map_salesforce_fields

  1. Click Test to check if the integration is valid.
    SF_test

  2. Once the test is completed, click Save & Schedule.
    sf_save_schedule

  3. In the pop-up, click Edit Schedule.
    2022-07-20_16-53-081

  4. Configure the following options:

    • Start On: Set the start date and time period.
    • Time zone: Specify the time zone from the drop-down for the specified dates to follow.
    • Repeat: Configure the frequency of the Integration run during the selected time period.
    • Ends
      a. Never: This option runs the Integration forever.
      b. On: This option lets you specify the end date and
      time period for the Integration.

    2022-07-20_16-53-28

  5. Click Save.

Salesforce Lightning Integration

Use the following steps to create a Salesforce Lightning Integration:

  1. On the Whatfix Guidance dashboard, click Settings.
    ia_left_nav_settings

  2. Click App Integrations.
    ia_left%20nav_app%20integrations

  1. On the Dashboard tab, click the Salesforce tile.
    Salesforce_tile

  2. Under the use case section, to get data from Salesforce Lightning, click Try it on the available template.
    salesforce_try_it

Info

If this template does not suit your use case, contact support@whatfix.com and try creating a custom integration using the Advanced Integration option.

  1. Select the Salesforce Lightning environment that you want to integrate, and then click Sign in to Salesforce.
    sign_in_to_salesforce

  2. When the Salesforce Lightning login page loads, enter the login credentials and then click Log In.
    SF_INT_Login

  3. To use the connection established between Whatfix and Salesforce Lightning, under Choose existing connection, select the generated connection from the dropdown menu and enter a description.
    2022-07-20_15-28-09

Info

The connection auto-generates upon logging into Salesforce Lightning.

  1. Click Next.
    salesforce_next

  2. In the Choose Account tab, modify the auto-populated account name, if necessary.
    account_name

  3. Under Select User Identifier, click the dropdown and choose how you want to identify your users.
    select_user_identifier

  4. Click Next.
    2022-07-20_16-28-48

  5. In the Map Salesforce Fields tab, select the fields that you want to map with Whatfix attributes.

  1. Click Done.

2022-07-20_17-22-28

Info

Click the Edit Mappings button to map additional fields.
edit_mappings

  1. Click Test to check if the integration is valid.
    SF_test

  2. Once the test is completed, click Save & Schedule.
    save_and_schedule

  3. Configure the following options:

    • Start On: Set the start date and time period.

    • Time zone: Specify the time zone from the dropdown for the specified dates to follow.

    • Repeat: Configure the frequency of the Integration run during the selected time period.

    • Ends:
      a. Never: This option runs the Integration indefinitely.
      b. On: This option lets you specify the end date and
      time period for the Integration.

      2022-07-20_16-53-28

  4. Click Save.

Use User Attributes as Visibility Rules

The main objective of the Whatfix-Salesforce Lightning integration is to get data from Salesforce Lightning and map the available Salesforce Lightning fields as Whatfix user attributes for segmentation purposes.

On completion of the first integration run, these attributes are available in the Visibility Rules section of widgets under the User Attribute condition.

Use the following steps to add user attributes as Visibility Rules:

  1. Go to the Visibility Rules section of any widget.
    2022-07-20_19-55-16

  2. Select the User Attribute condition from the dropdown menu.
    int_user_attribute

  3. Select the attributes you want as part of the Visibility Rules, and then enter its value.
    user_attribute

  4. Complete the widget creation and then save the widget.

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