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All Tutorials /Salesforce

How to Connect Salesforce to Gainsight

Updated on:
April 6, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to connect your Salesforce instance to Gainsight.

‍

‍

Here’s a step-by-step guide on how to connect Salesforce to Gainsight:

‍

  1. Start at Salesforce AppExchange and search for Gainsight.
  2. When you find it, click the Try It Free button.
  3. Select the Try in Sandbox option.
  4. Provide your information and click Continue to Installation.
  5. Get ready for the next steps.
  6. Select Use Custom Domain for setup.
  7. Enter your domain and press Continue.
  8. Choose who the integrations are for and click Install.
  9. Accept third-party access and select Continue.‍
  10. Find your installation in Settings > Advanced Setup > Installed Packages.

📌 Why this matters

Connecting these platforms transforms scattered customer data into actionable insights for your success team. You'll automatically sync account information, contact details, and opportunity data, eliminating manual data entry and reducing errors.

Beyond basic integration, this connection enables predictive health scoring by combining sales pipeline data with usage metrics. Your customer success managers can spot at-risk accounts before churn signals appear in traditional metrics, turning reactive support into proactive relationship management that directly impacts revenue retention and expansion opportunities.

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