---
title: "Salesforce Lightning Integration"
slug: "salesforce-integration-1"
updated: 2026-08-06T17:45:49Z
published: 2026-08-06T17:45:49Z
canonical: "support.whatfix.com/salesforce-integration-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Lightning Integration

- [Overview](/product-analytics/docs/salesforce-integration-1#overview)
- [Use cases](/product-analytics/docs/salesforce-integration-1#use-cases)
- [How it works](/product-analytics/docs/salesforce-integration-1#how-it-works)
- [Create an Integration](/product-analytics/docs/salesforce-integration-1#creating-integration)
- [Using User Attributes as Visibility Rules](/product-analytics/docs/salesforce-integration-1#user-attributes)

> [!WARNING]
> Note:
> 
> Integrating Whatfix and Salesforce Lightning requires backend configuration that only Whatfix performs. Contact [support@whatfix.com.](mailto:support@whatfix.com?Subject=Integrate%20Whatfix%20and%20Salesforce%20for%20my%20account&Body=Hello%20Team%2C%0A%0AKindly%20provide%20assistance%20to%20integrate%20Whatfix%20and%20Salesforce%20for%20my%20account.%0A%0AMore%20information%3A%0A%0AThanks%20and%20regards.) 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/salesforce_integration_how_it_works%20%281%29.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

---

## 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 Analytics dashboard, click **Settings**. ![ia_pa_dashboard_settings](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_pa_dashboard_settings.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
2. Under **Integrations**, click **App integrations**. ![ia_pa_app_integrations.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_pa_app_integrations.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

1. On the **Dashboard** tab, click the **Salesforce** tile. ![Salesforce_tile](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Salesforce_tile.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
2. Click **Quick Integration**. ![salesforce_quick_integration](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/salesforce_quick_integration.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
3. Select the Salesforce environment that you want to integrate, and then click **Sign in to Salesforce**. ![sign_in_to_salesforce](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sign_in_to_salesforce.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
4. When the Salesforce Lightning login page loads, enter the login credentials and then click **Log In**. ![SF_INT_Login](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SF_INT_Login.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

> [!WARNING]
> Note:
> 
> If you're integrating Salesforce with Whatfix for the first time, click **Allow** to provide Whatfix access to the Salesforce account. ![salesforce_integration_click_allow.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/salesforce_integration_click_allow.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

1. 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-07-20_15-28-09.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

> [!NOTE]
> Info:
> 
> The connection is automatically generated once you log in to Salesforce Lightning.

1. Click **Next**. ![salesforce_next](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/salesforce_next.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
2. In the **Choose Account** tab, enter the account name. ![account_name](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/account_name.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
3. Under **Select User Identifier**, select how you want to identify your users using the dropdown menu. ![select_user_identifier](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/select_user_identifier.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
4. Click **Next**. ![2022-07-20_16-28-48](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-07-20_16-28-48.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

> [!NOTE]
> Info:
> 
> In the **Map Salesforce Fields** tab, the available Salesforce Lightning fields automatically map with Whatfix attributes. ![map_salesforce_fields](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/map_salesforce_fields.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

1. Click **Test** to check if the integration is valid. ![SF_test](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SF_test.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
2. Once the test is completed, click **Save & Schedule**. ![sf_save_schedule](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sf_save_schedule.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
3. In the pop-up, click **Edit Schedule**. ![2022-07-20_16-53-081](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-07-20_16-53-08%281%29.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
4. Configure the following options:

![2022-07-20_16-53-28](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-07-20_16-53-28.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
  - **Start On:** Set the start date and time period.
  - **Timezone:** 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 forever. b. **On:** This option lets you specify the end date and time period for the Integration.
5. Click **Save**.

**Salesforce Lightning Integration**

Use the following steps to create a Salesforce Lightning Integration:

1. On the Whatfix Analytics dashboard, click **Settings**. ![ia_pa_dashboard_settings](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_pa_dashboard_settings.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
2. Under **Integrations**, click **App integrations**. ![ia_pa_app_integrations.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_pa_app_integrations.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

1. On the **Dashboard** tab, click the **Salesforce** tile. ![Salesforce_tile](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Salesforce_tile.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
2. In the use case section, click **Try it** on the available template to get data from Salesforce Lightning. ![salesforce_try_it](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/salesforce_try_it.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

> [!NOTE]
> Info:
> 
> If this template does not suit your use case, contact [support@whatfix.com](mailto:support@whatfix.com?Subject=Help%20with%20custom%20integration&Body=Hi%20team%2C%0A%0AKindly%20help%20me%20with%20a%20custom%20integration.%20ENT%20ID%3A) 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sign_in_to_salesforce.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
2. When the Salesforce Lightning login page loads, enter the login credentials and then click **Log In**. ![SF_INT_Login](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SF_INT_Login.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

> [!WARNING]
> Note:
> 
> If you're integrating Salesforce with Whatfix for the first time, click **Allow** to provide Whatfix access to the Salesforce account. ![salesforce_integration_click_allow.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/salesforce_integration_click_allow.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

1. 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-07-20_15-28-09.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

> [!NOTE]
> Info:
> 
> The connection auto-generates upon logging into Salesforce Lightning.

1. Click **Next**. ![salesforce_next](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/salesforce_next.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
2. In the **Choose Account** tab, enter the account name. ![account_name](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/account_name.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
3. Under **Select User Identifier**, select how you want to identify your users using the dropdown menu. ![select_user_identifier](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/select_user_identifier.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
4. Click **Next**. ![2022-07-20_16-28-48](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-07-20_16-28-48.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
5. In the **Map Salesforce Fields** tab, select the fields that you want to map with Whatfix attributes.

![Mapping Salesforce fields to Whatfix attributes](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Map%20fields.gif?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

1. Click **Done**.

![2022-07-20_17-22-28](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-07-20_17-22-28.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

> [!NOTE]
> Info
> 
> Click the **Edit Mappings** button to map additional fields. ![edit_mappings](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/edit_mappings.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

1. Click **Test** to check if the integration is valid. ![SF_test](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SF_test.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
2. Once the test is completed, click **Save & Schedule**. ![save_and_schedule](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/save_and_schedule.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
3. Configure the following options:
  - **Start On:** Set the start date and time period.
  - **Timezone:** 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-07-20_16-53-28.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-07-20_19-55-16.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)

> [!WARNING]
> Note:
> 
> If you're using the New Visibility Rules, see [Set Who can see your widget](/studio/docs/set-who-can-see-your-widget).

1. Select the **User Attribute** condition from the dropdown menu. ![int_user_attribute](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/int_user_attribute.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
2. Select the attributes you want as part of the Visibility Rules, and then enter its value. ![user_attribute](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/user_attribute.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A47Z&se=2026-11-12T08%3A33%3A47Z&sr=c&sp=r&sig=TTplg68Om96GXv6foxTUNzrNifh4LQdyIc69pcgngOg%3D)
3. Complete the widget creation and then save the widget.