Here’s a step-by-step guide on how to connect Salesforce to Five9:
- Launch Salesforce AppExchange and locate Five9 Adapter for Salesforce.
- Click Try It Free on the main app page.
- Select Try in Sandbox to proceed.
- Submit contact information via Continue to Installation.
- Prepare for the login sequence.
- Click Use Custom Domain to proceed.
- Input your Salesforce domain and select Continue.
- Choose who you are installation the app for and click Install.
- Grant Third Party Access and hit Continue.
- Access installations under Settings > Advanced Setup > Installed Packages.
