How to Connect Salesforce to Gainsight
Here’s a step-by-step guide on how to connect Salesforce to Gainsight:
- Start at Salesforce AppExchange and search for Gainsight.
- When you find it, click the Try It Free button.
- Select the Try in Sandbox option.
- Provide your information and click Continue to Installation.
- Get ready for the next steps.
- Select Use Custom Domain for setup.
- Enter your domain and press Continue.
- Choose who the integrations are for and click Install.
- Accept third-party access and select Continue.
- Find your installation in Settings > Advanced Setup > Installed Packages.
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