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Integrating Salesforce Repository
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Integrating Salesforce Repository

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You can integrate Salesforce with Whatfix to fetch and display articles from your Salesforce repository as contextual links in the Self Help widget.

To integrate a Salesforce repository,

  1. Navigate to the Whatfix Dashboard.
    dashboard.png
  2. Click Repositories.
    repo_dashboard
  3. Click the Salesforce tile.
    salesforce_tile_repo
  4. Choose whether you want to integrate a sandbox account or a production account and then click Next.
    salesforce_repo_popup
  5. Enter a title and the URL of your Salesforce repository.
    salesforce_repo_popup2
your title goes here

The title you provide here is used as the tag name for the default tag attached to all the content fetched.

  1. Click Integrate.
    salesforce_repo_integrate
  2. Once the login page loads, enter your Salesforce credentials and then click Log In.
    salesforce_login_popup
  3. After you have created an Integration request, your Repository is listed under Integrated Applications in processing state.
    salesforce_repo_list
your title goes here
  • Depending on how big your Repository is, the content sync might take between 24 - 78 hours to complete.
  • Once all the content are indexed, you can access them on the Whatfix Dashboard.
    repo_dashbaord
  • The content fetched can be added to the Self Help widget, in the same way as you would add any other Whatfix content.
  • If you have Smart Context enabled, you must add the global-page tag for the content to reflect in the Self Help widget on your application. For more information, see
    Adding tags to Repository Content
  • If you click Cancel or close the integration pop-up, the integration request is saved as draft in the Integrated Applications section.
    repo_draft_state
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