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.

Trusted digital adoption partner of Fortune 1000 companies

Achieve business outcomes with a frictionless Salesforce experience

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.

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.

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.

Salesforce Clicks Better With Whatfix

See why Salesforce customers at Fortune 1000 enterprises choose Whatfix as their digital adoption partner.

No-code content editor

Create contextual Salesforce in-app guidance and support content tailored to end-users roles and needs with Whatfix Studio.

Smart context

Automatically deliver contextual in-app guidance and support to SFDC end-users depending on where they’re at an application, the business process, their role, and more.

Immerse Salesforce users with hands-on training

Create replica sandbox environments of your Salesforce applications for hands-on training without risking live software usage.

Analyze and engage in one platform

Capture user events and Salesforce usage data to identify areas of friction and take a data-driven approach to new in-app guidance, improve product experiences within a single platform.

AI-powered

Integrating generative AI into its digital adoption platform, Whatfix offers content authoring assistance, information synthesizing, performing in-app Salesforce tasks based on user input, and more.

Customer-centric approach

Our digital adoption experts help you drive outcomes, from dedicated onboarding, post-deployment content author training, 24/5 support, our customer community, and Center of Excellence.

Experian Enables Its Salesforce Users With In-App Performance Support, Driving Seller Productivity by 72%

Read the case study

GUIDE

What Is a Digital Adoption Platform?

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.