Accelerate Salesforce Adoption & Maximize ROI
With Whatfix for Salesforce, support users in the flow of work, maximize usage, and create frictionless workflows across your Salesforce applications.
Achieve business outcomes with a frictionless Salesforce experience
Guidance
Accelerate Salesforce user onboarding and drive seller adoption
Reduce Salesforce time-to-proficiency with hands-on training and enable users with contextual in-app guidance like Flows, Task Lists, and Smart Tips to improve productivity, drive adoption, and achieve sales outcomes.
Support
Embed performance support into Salesforce tasks and workflows
Whatfix enables Salesforce users – from AEs, CSMs, and marketers – to complete everyday tasks more efficiently with in-app performance support at critical moments – eliminating SFDC friction, reducing data entry errors, improving process governance, and maximizing CRM usage.
Analytics
Analyze Salesforce usage, identify friction, and optimize sales processes
Analyze how Salesforce end-users engage with your in-app content, like Task List completion rates, Flow dropoffs, and Smart Tip views. With Product Analytics, track custom user events and analyze user behavior via Funnels, Journeys, and Cohorts to drive adoption and create frictionless CRM experiences.
Whatfix Platform
Accelerate Adoption, Scale ROI.
Drive success across the entire software lifecycle. Prepare users before launch, support them with live guidance, and continuously optimize for maximum impact.
Pre-Go Live
Mirror
Create replicate app environments for hands-on training and AI roleplay.
Explore Mirror →
Real-Time Guidance
DAP
Support users in the flow of work with in-app guidance and AI self help.
Explore DAP →
Post-Launch
Analytics
Analyze how users engage with applications and launch targeted interventions.
Explore Analytics →
Salesforce Clicks Better With Whatfix
See why Salesforce customers at Fortune 1000 enterprises choose Whatfix as their digital adoption partner.
No-code content
editor
Effortlessly create and maintain contextual in-app guidance across any application with a true no-code editor, matching content to your brand identity without relying on development resources.
Unified approach to digital adoption
Bridge the gap between learning and doing. Whatfix is the only DAP that pairs in-app guidance with application simulation, enabling teams to build hands-on sandboxes that acclerates proficiency, improves skills, and accurately assess readiness.
Cross-application workflow support
Whatfix’s open ecosystem supports cross-app processes, guiding users across systems without disruption. This eliminates friction in complex workflows and ensures seamless full-stack adoption.
Customer services that drive outcomes
Whatfix combines dedicated enablement support, author training, technical support, and customer success frameworks to help teams accelerate adoption, scale effectively, and prove ROI.
Trusted by Enterprises.
Loved by Users
64%
faster time-to-value on digital investments.
67%
higher ROI on enterprise software.
37%
higher user proficiency after 3 months.
72%
increase in overall user productivity.
49M
end-users enabled with Whatfix in-app guidance.
With a heavily customized Salesforce instance and multicultural processes to cater for, the flexibility of Whatfix empowers us to get the right training to the right people, at the right time.
Lee Glenn
Security & Compliance
Your Security Is Our Priority
As a Digital Adoption Platform provider, we must stay aware of regulatory requirements for data. Whatfix’s compliance team ensures our data handling practices meet these requirements.
WHITEPAPER
How a Sales DAP Drives Revenue by Optimizing CRM Experiences
Learn how Whatfix’s sales DAP drives CRM adoption and value realization by enabling sellers with contextual in-app guidance and support in the flow of work.
GUIDE
What Is a DAP?
See why IDC predicts that by 2027, 80% of G1000 organizations will mitigate technical skills shortages and conduct employee upskilling with a DAP in our ultimate guide.
REPORT
The Forrester Wave™: Digital Adoption Platforms, Q4 2024
Read why Forrester named Whatfix a leader in its most recent Forrester Wave™ report.
BEST-IN CLASS SOLUTIONS
Recognized by
industry leaders
Whatfix FAQs
Don’t see your answer? Send a message to our live chat, we’d be happy to help!
Whatfix helps organizations increase Salesforce adoption by delivering role-based Flows, Smart Tips, Task Lists, Self Help, and simulations across the workflows different teams perform. Sales representatives, service agents, customer teams, and other users receive guidance that reflects their role and Salesforce configuration. Product Analytics can then identify low-adoption features and workflow friction so application owners can target precise enablement gaps and reduce the need for broad retraining.
Whatfix lets teams create contextual guidance for custom Salesforce fields, objects, processes, and role-specific workflows without changing the underlying Salesforce configuration. Experiences can be targeted based on user context and triggered at specific steps in opportunity, account, service, or operational processes. This gives Salesforce owners a scalable way to support customization while helping users understand the exact process their organization expects them to follow.
Whatfix can reinforce required Salesforce fields, stage criteria, process steps, and data-entry expectations with Smart Tips and guided Flows. Sellers receive timely prompts to update incomplete or stale information before it weakens reporting. Whatfix Salesforce use cases have documented improvements in pipeline data quality and forecasting, including resolving 76% of overdue opportunities within three months through targeted in-app reminders and guided follow-up actions.
Whatfix can surface sales plays, competitive context, customer intent, upsell guidance, and process prompts directly inside Salesforce. In one Whatfix use case, targeted in-app guidance simplified an upsell workflow and increased the upsell rate from 12% to 34% within 90 days. Other Salesforce use cases have used contextual guidance to improve opportunity hygiene, competitive positioning, and seller access to customer information.
Whatfix Product Analytics helps Salesforce teams measure feature usage, workflow completion, user journeys, drop-offs, and adoption by role or cohort. Teams can connect those signals with operational measures such as opportunity hygiene, forecast accuracy, support demand, ramp time, case resolution, and seller productivity. This helps Salesforce owners identify where users struggle, deploy targeted guidance, and measure whether those interventions change behavior and business outcomes.
Software Clicks Better With Whatfix
In-app guidance. Hands-on simulations. Actionable analytics. One unified, AI-powered platform to drive adoption and maximize ROI.