WalkMe & Salesforce

Create more personalized experiences for your customers by incorporating Salesforce data into WalkMe’s Digital Adoption Platform.

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. 
Google Analytics graph

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.