How to Connect Pendo with Salesforce

Updated on:

May 12, 2026

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Use this interactive demo to learn how to install the Pendo app into your Salesforce org via AppExchange.

Quick summary

This guide walks you through installing Pendo for Salesforce directly from the Salesforce AppExchange, covering everything from finding the listing to completing the package installation in your sandbox org. Once installed, the app is accessible under Settings > Advanced Setup > Installed Packages in your Salesforce environment.

Steps

Go to Salesforce AppExchange and search for Pendo for Salesforce.
Click the Get it Now button on the listing page.
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 proceed to your Salesforce account login.
Click Use Custom Domain to enter your Salesforce domain.
Enter your custom domain name and click Continue.
Choose which users to install the app for, then click Install.
Grant Third Party Access and click Continue to finalize permissions.
Find your newly installed app under Settings > Advanced Setup > Installed Packages in Salesforce.

📌 Why this matters

Connecting Pendo to Salesforce gives revenue and customer success teams a direct line between product usage data and CRM records, enabling smarter account health scoring, more targeted outreach, and faster identification of expansion opportunities. The Pendo Salesforce integration eliminates manual data exports by surfacing in-app behavior signals — such as feature adoption and NPS responses — directly inside Salesforce workflows. For organizations that depend on Salesforce as their system of record, this integration ensures that product analytics inform every stage of the customer lifecycle, from onboarding to renewal. Installing the package via Salesforce AppExchange takes only minutes and requires no custom development, making it accessible to both admins and operations teams.

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