How to Connect Salesforce to Talkdesk

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

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1. Direct your web browser to Salesforce AppExchange, then search Talkdesk for Salesforce.
2. Once found, select Try It Free.
3. In the next window, click Try in your sandbox.
4. Check that Salesforce account information is correct, then hit Continue to Installation.
5. Begin by selecting Login & Install.
6. Next, click Use Custom Domain.
7. Fill in your custom domain and press Continue.
8. Make your installation selections and tap Install.
9. Accept Third Party Access and click Continue.
10. Find your installed apps at Settings > Advanced Setup > Installed Packages.