Quick summary
This tutorial walks you through how to install the Loopio Salesforce integration directly from Salesforce AppExchange, from finding the listing to confirming the installed package in your Salesforce org. The process covers sandbox installation, domain login, and third-party access approval so your team can get up and running quickly.
Steps
- Go to Salesforce AppExchange and search for the Loopio app listing.
- On the app listing page, click the Try It Free button to begin installation.
- Select the Try in Sandbox option to install in your sandbox environment.
- Enter your contact information and click Continue to Installation.
- Review the confirmation screen — you are now ready to log in and install the application.
- Click Use Custom Domain to add your Salesforce domain for login.
- Enter your Salesforce domain and click Continue.
- Choose which users to install the app for, then click Install.
- If prompted, approve Third Party Access and click Continue to proceed.
- Find your newly installed app under Settings > Advanced Setup > Installed Packages.
