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Quick summary
This tutorial walks you through how to install the Twilio Salesforce integration by finding the Twilio Flex CTI connector on Salesforce AppExchange and deploying it to your sandbox or production org. Completing these steps connects Twilio Flex with Salesforce, enabling embedded telephony and CTI functionality directly inside your CRM.
Steps
- Go to Salesforce AppExchange and search for the Twilio Flex CTI connector.
- Click the Try It Free button on the listing page.
- Select Try in your sandbox to begin the sandbox installation flow.
- Verify your account information is correct, then click Continue to Installation.
- Click Log In & Install to authenticate with your Salesforce account.
- Click Use Custom Domain to specify your Salesforce org domain.
- Enter your custom domain name and click Continue.
- Choose which users to install the app for and click Install.
- Grant Third Party Access permissions and click Continue.
- Once installed, find the package under Settings > Advanced Setup > Installed Packages.
