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.
