Top

Salesforce Einstein (Tableau CRM) Integration

Prev Next

Overview

Whatfix and Salesforce Einstein integration enables you to push Whatfix Analytics data to Salesforce Einstein in the form of a dataset. This dataset is further used to create a custom dashboard in the Salesforce app.
salesforce-einstein

Note:

Integrating Whatfix and Salesforce Einstein requires backend configuration that can only be done by Whatfix. Contact support@whatfix.com to set up the integration.


Use cases

  • Track user task usage and completion, and report on the Salesforce dashboard.

  • Track new user onboarding task completion and map their support tickets.

  • Check new feature usage and adoption rates from the Salesforce dashboard.

  • Check search usage for users with an NPS score under 6 and get unsuccessful search terms to identify knowledge gaps.

Note

This integration is not available for Self Hosted mode of deployment.

Privacy Policy | Whatfix Glossary | Whatfix Platform Status
Copyright © 2024 WHATFIX TM. All rights reserved.