Quick summary
This demo walks through how to install the Marketo Salesforce integration from Salesforce AppExchange into a sandbox environment. It covers every step from finding the package to confirming installation under Installed Packages in Salesforce Settings.
Steps
- Go to Salesforce AppExchange, search for ZoomInfo, and click the Try It Free button.
- Select Try in your sandbox to begin the sandbox installation flow.
- Verify your account information is correct, then click Continue to Installation.
- Click Log In & Install to authenticate with your Salesforce account.
- Click Use Custom Domain and enter your Salesforce custom domain.
- Enter your custom domain name and click Continue to proceed.
- Select who you are installing the app for, click Install, grant Third Party Access, and click Continue.
- Confirm the installation by locating your app under Settings > Advanced Setup > Installed Packages.
