Make Salesforce® Easy To Use

Use Whatfix’s effective onboarding and augmented training to drive rapid Salesforce® adoption and help users get productive faster

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Accelerate Salesforce® Adoption

Is Salesforce® onboarding a major pain-point for your company? Use Whatfix’s customizable onboarding solution to create Salesforce® walkthroughs to provide real-time guidance to users

Salesforce® Training Simplified

Eliminate user confusion, human errors and create a robust Salesforce® training program. Train users on a live product with step-by-step and interactive Salesforce® guides rather than traditional documentation.

Make Salesforce® Self-Serving

Our self-help widget enables you to provide contextual Salesforce® help in the moment of need. Ensure that your users perform their tasks effectively, without increasing your Salesforce® support costs.


Whatfix has provided our company with an interactive tool to assist our internal sales reps, with multi-step processes within our Salesforce. It’s created as an easy to use, easy to navigate system, that promotes action and ultimately saves our employees time from having to learn new processes. I mostly appreciate the proactive outreach they provide and the passion they have to make sure their clients see success from their product.


Testimonial_image_hoverKate HouserSenior Sales Operations, WeddingWire




Design interactive guides with zero coding using our simple to use Editor.



Effectively engage your users across multiple touch points be it on your website, chat, knowledge base or LMS.



Measure the effectiveness of your user engagement using our advanced analytics.

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Discover How Whatfix Can Help Your Business