Export Flows to Salesforce
- 16 Sep 2024
- 1 Minute To Read
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Export Flows to Salesforce
- Updated On 16 Sep 2024
- 1 Minute To Read
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You can only export Flows to Salesforce from Whatfix accounts using the Self Hosted mode of deployment.
For accounts using Self-hosted model of deployment, Whatfix enables you to export Flows and add them as static resources in Salesforce Lightning.
Use the following steps to export Flows to Salesforce Lightning:
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On the Whatfix Dashboard, go to the Production Stage.
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Click Export production package.
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If you do not see the Export production package option, contact support@whatfix.com.
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To export Flows, in the Choose Export preference pop-up, click Data Only.
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In the pop-up, click Export.
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A download link is sent to your registered email address.
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Click the link to download the file.
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Log in to your Salesforce Lightning account.
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Click the Settings icon.
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Click Setup.
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In the left pane, under Custom Code, click Static Resources.
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Click New.
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Enter the name for the static resource.
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Click Choose File and upload the downloaded ZIP file from Step 5.
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Click Save.
Note
Once you have finished the procedure, contact support@whatfix.com. There's an additional configuration that needs to be done by Whatfix to complete the process.
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