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.
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.
