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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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