---
title: "Salesforce Survey Integration"
slug: "salesforce-survey-integration"
updated: 2026-08-14T04:05:59Z
published: 2026-08-14T04:05:59Z
canonical: "support.whatfix.com/salesforce-survey-integration"
---

> ## 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 Survey Integration

- [Overview](/product-analytics/docs/salesforce-survey-integration#overview)
- [Use cases](/product-analytics/docs/salesforce-survey-integration#usecase)

## 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Salesforce%20survey%20%281%29.png?sv=2026-02-06&spr=https&st=2026-10-29T07%3A48%3A10Z&se=2026-10-29T08%3A48%3A10Z&sr=c&sp=r&sig=FvGU3Poqvg4IsK%2BbztFn91GVDYXFiGMxmQoLt58CBxs%3D)

> [!WARNING]
> Note:
> 
> Integrating Whatfix and Salesforce Survey requires backend configuration that only Whatfix performs. Contact [support@whatfix.com](mailto:support@whatfix.com?Subject=Integrate%20Whatfix%20and%20Salesforce%20Survey%20for%20my%20account&Body=Hello%20Team%2C%0A%0AKindly%20provide%20assistance%20to%20integrate%20Whatfix%20and%20Salesforce%20Survey%20for%20my%20account.%0A%0AMore%20information%3A%0A%0AThanks%20and%20regards.) 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](/studio/docs/self-hosting-whatfix-content) mode of deployment.