After installing the newest version of the Whistic Salesforce package (HERE), you'll notice a 'Share Matrix' window in the top-right hand corner of the Whistic App home page. This feature allows you to grant specific Salesforce Profiles access to specific Whistic Security Profiles.

To setup, follow the steps below:

1. In order to set this up, you'll need to click 'Add' on the Share Matrix window

2. Select the Salesforce profile that you want to setup. We select Account Executive from the example below.

3. Select the profile(s) the Salesforce Profile should have access to. In this case, we chose AAA Profile, which is a profile that is tied to Whistic's internal setup. When you set it up, you will see your company's profiles.

4. Once the selection is saved, you will see a new line item where the Salesforce Profile and the Whistic profile is displayed.

Please note, in the example of the 'Account Executive' Salesforce Profile, it means that individuals in that group can only share the one profile listed (AAA Profile).

This also means that users that have access to the Whistic app in Salesforce, and are NOT in that group, can share all profiles.

You can make as many groups as you want - there are no limits.

For further questions on this integration, please email

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