Quick summary
This demo walks you through how to install the AWS Partner CRM Connector from Salesforce AppExchange into a Salesforce sandbox environment. You will learn each step from finding the app listing to confirming the installed package in Salesforce Settings.
Steps
- Go to Salesforce AppExchange and search for the AWS Partner CRM Connector.
- On the app listing page, click the Try It Free button.
- Select the Try in Sandbox option to continue with a sandbox installation.
- Enter your contact information and click Continue to Installation.
- Log in to your Salesforce account and prepare to install the application.
- Click Use Custom Domain to add your Salesforce domain.
- Enter your Salesforce domain and click Continue.
- Choose who you are installing the app for and click Install.
- If prompted, approve Third Party Access and click Continue.
- Verify the installation by navigating to Settings > Advanced Setup > Installed Packages.
