How to Connect Jotform with Salesforce
Here’s a step-by-step tutorial on how to connect Jotform with Salesforce:
- Navigate to Salesforce AppExchange and locate Jotform.
- Click the Try It Free button.
- Choose Try in your sandbox.
- Verify your account details and select Continue to Installation.
- Proceed to access your Salesforce account via the Login & Install button.
- Select Use Custom Domain to enter your Salesforce domain.
- Enter your custom domain and select Continue.
- Specify the installation scope and click Install.
- Accept Third Party Access and select Continue.
- Access your installed apps under Settings > Advanced Setup > Installed Packages.
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