WalkMe and Salesforce

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Incoming Integration

Import data from Salesforce to WalkMe and use it to create more personalized and segmented WalkMe experiences.

Use Cases:

  • Personalize end-user experience based on user attributes from Salesforce
  • Analyze data from Salesforce in WalkMe Insights for a more in-depth understanding of customer behavior 

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Outgoing Integration

Export data from WalkMe Insights to Salesforce objects to enhance understanding of end-user behavior. 

Use Cases:

  • Keep track of user onboarding, by seeing valuable onboarding insights directly in your CRM.
  • Prevent churn by triggering alerts pointing out likely-to-churn end-users.

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