Use Salesforce Objects for Whatfix Content Segmentation

This configuration is not applicable for Salesforce Community users. To perform content segmentation on Salesforce Community, contact support@whatfix.com.
Only an Account Manager in Whatfix and Admin in Salesforce Lightning can perform this task.
To perform content segmentation using custom objects, see Integration Hub for Salesforce Lightning.

Step 2: Install the unmanaged package

On the Whatfix Guidance dashboard, click Settings.
ia_left_nav_settings

Click App integrations.
ia_left%20nav_app%20integrations

Note

If you do not see App Integrations, contact support@whatfix.com.

Next to Salesforce Lightning, click Connect.
connect_salesforce

An email containing a link to install the unmanaged package that enables Salesforce Lightning integration is sent to your registered email address. Click the link and follow the onscreen instructions.
Salesforce Lightning_unmanagedPackage_URL.png

Note

If you've missed, deleted, or someone else triggered the email, then you can use the following installation URL to install the Salesforce Lightning package. This is the same link that is shared in the email.

your title goes here

For your sandbox instance, as mentioned in the email, replace login.salesforce.com with test.salesforce.com in the URL.

Install the package and then refresh the App Integration page on Whatfix.

Go to Installed Packages to ensure that the Whatfix Salesforce Lightning Integration is installed.
Salesforce_Installed%20Packages_WahtfixIntegration.png

your title goes here

You can use the browser console to check the values that can be used in the visibility rules.

The following are the objects that can be used to create Whatfix Segments:

Object Name	Values (example)	Description
Profile Name	“System Administrator”	The name of the profile.
User Created Date	“Tue Jul 24 2018 16:36:53 GMT+0530 (India Standard Time)”	The date and time when the user was created in the system
User Department	“Product”	The organizational department associated with the user.
User Division	Has to be Set	The division associated with this user, similar to Department
User Last Login	“Thu Apr 11 2019 11:44:39 GMT+0530 (India Standard Time)”	The date and time when the user last logged in. This value is updated if 60 seconds have elapsed since the user’s last login.
User Locale	“en_US”	The locale associated with the user
User Manager	Has to be Set	User lookup field used to select the user's manager. This establishes a hierarchical relationship, preventing you from selecting a user that directly or indirectly reports to themself.
User Role	“CEO”	The company role associated with the User
User Time Zone	“America/Los_Angeles”	The time zone associated with the User

Object Name

Values (example)

Description

Profile Name

“System Administrator”

The name of the profile.

User Created Date

“Tue Jul 24 2018 16:36:53 GMT+0530 (India Standard Time)”

The date and time when the user was created in the system

User Department

“Product”

The organizational department associated with the user.

User Division

Has to be Set

The division associated with this user, similar to Department

User Last Login

“Thu Apr 11 2019 11:44:39 GMT+0530 (India Standard Time)”

The date and time when the user last logged in. This value is updated if 60 seconds have elapsed since the user’s last login.

User Locale

“en_US”

The locale associated with the user

User Manager

Has to be Set

User lookup field used to select the user's manager. This establishes a hierarchical relationship, preventing you from selecting a user that directly or indirectly reports to themself.

User Role

“CEO”

The company role associated with the User

User Time Zone

“America/Los_Angeles”

The time zone associated with the User

Note

To perform content segmentation using custom objects, see Integration Hub for Salesforce Lightning.
In Whatfix, the list of Salesforce Lightning objects that can be used is displayed. Click the link under Status to see the list of objects.

Step 3: Configure Segments using Salesforce Lightning Objects

Use the following steps to create new segments using Salesforce Lightning Objects:

On the Whatfix Guidance dashboard, click Widgets.
Click All widgets.
Click Create widget.

Click Self Help.
clm_db_click_self_help

Enter the name of the new segment.

Select the content to be displayed to the new segment.
RB_DB_SH_clickselect

In Visibility Rules, select Salesforce Objects.
Salesforce_objects

Set the desired Rule, Operator, and Value.
profile_name

Click Save.

FAQs

1. What are Apex classes?
The Apex Class Salesforce LightningIntegrationController has a function that runs SOQL queries to get the User Profile or other data. The requested information is returned as a Map.

An example SOQL query is given below.

 List<SObject> userinfo = [SELECT CreatedDate,UserRole.Name,LastLoginDate,LocaleSidKey,Manager.Name,TimeZoneSidKey,Department,Id,Division FROM User WHERE Id = :UserInfo.getUserId() LIMIT 1];

2. How does Whatfix access user profiles or any other objects?
Whatfix embeds the Component as an iframe and accesses the data from the iframe through Javascript.

3. Does the organization's data shared with other applications?
No, your data is not shared with any other third-party application.

4. What access permissions does the package have?
By default, the package has Read Access permission for Salesforce Lightning User and Profile objects. But you can make changes to the package to collect more information such as brand details, BU information,and more.

5. Are the data results stored on the client-side or server-side?
The results are not stored and are only available as a window variable (Browser level).

6. Does Whatfix archive any of the data?
No, the Whatfix package does not store any data.

7. Can console query users other than the logged-in user?
No, it can't.

8. Can console query be used to return any other object?
No, it can't.

9. Are there any non-client side calls being made with data coming from the JavaScript calls?
No.

10. What log and audit info is available to make sure no unauthorized access has occurred?
None. Since Whatfix doesn't store or send any data to our servers, there are no logs around it.

11. What to do if the email with the link to install the unmanaged package is deleted or misplaced?
If you've missed, deleted, or someone else triggered the email, then you can use the following link to Install the Salesforce Lightning package.

https://whatfix-e-dev-ed.lightning.force.com/packagingSetupUI/ipLanding.app?apvId=04t5j000000QELI

your title goes here

This is the same link that is shared in the email.

Use Salesforce Lightning Objects for Whatfix Content Segmentation

Step 1: Enable App Integrations

Step 2: Install the unmanaged package

Step 3: Configure Segments using Salesforce Lightning Objects

FAQs

What's Next