Salesforce Survey Integration
- 13 Feb 2025
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Salesforce Survey Integration
- Updated On 13 Feb 2025
- 1 Minute To Read
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Print
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Article summary
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Overview
Integration Hub in Whatfix enables sharing data from Salesforce Lightning accounts with Whatfix accounts. Display surveys to users based on multiple conditions with this integration.
Note
Integrating Whatfix and Salesforce Survey requires backend configuration that only Whatfix performs. Contact support@whatfix.com to set up the integration.
Use cases
The following use cases are possible with this integration:
- Display the survey only to users who have not completed it.
- Display the survey until users complete the mandatory security course.
- Display the survey to new users until they finish providing their onboarding feedback.
Note
This integration is not available for Self Hosted mode of deployment.
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