Salesforce Survey Integration

Updated On 13 Feb 2025
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Overview
Use cases

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.

Salesforce Lightning survey 1

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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Scheduling an Integration

Table Of Contents

Overview
Use cases

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