Overview
Use Integration Hub in Whatfix to share data from your Salesforce Lightning account with your Whatfix account. Also, show Surveys to your users based on multiple conditions.
Note:
Integrating Whatfix and Salesforce Survey requires backend configuration that can only be done by Whatfix. Contact support@whatfix.com to set up the integration.
Use cases
Here are some use cases that are possible using this integration:
Show the survey only to users who haven't completed the survey.
Show the survey until users complete the mandatory security course.
Show the survey to new users until they finish giving their onboarding feedback.
Note
This integration is not available for Self Hosted mode of deployment.