How to Connect Salesforce to Five9

Updated on:

May 12, 2026

By:

Use this interactive demo to learn how to install the Five9 Adapter directly from Salesforce AppExchange.

Quick summary

The Five9 Salesforce integration is installed directly through Salesforce AppExchange by finding the Five9 Adapter for Salesforce, trying it in a sandbox, and completing the package installation via your custom Salesforce domain. Once installed, the adapter appears under Settings > Advanced Setup > Installed Packages in your Salesforce org.

Steps

Go to Salesforce AppExchange and search for the Five9 Adapter for Salesforce.
On the app listing page, click the Try It Free button.
Select the Try in Sandbox option to continue.
Enter your contact information and click Continue to Installation.
Log in to install the application in your sandbox environment.
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.
Find your installed app under Settings > Advanced Setup > Installed Packages.

📌 Why this matters

The Five9 Salesforce integration connects Five9's cloud contact center platform directly inside Salesforce, enabling agents to handle calls, access customer records, and log interactions without switching applications. Installing the Five9 Adapter for Salesforce via AppExchange takes only minutes and requires no custom development, making it accessible to Salesforce admins of any technical level. This integration helps contact center teams boost agent productivity, improve customer experience, and maintain a single source of truth for all customer interactions within Salesforce CRM.

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