How to Connect Salesforce to Typeform

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Here’s a step-by-step tutorial on how to connect Salesforce to Typeform:

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1. First, open Salesforce AppExchange and locate Typeform for Salesforce.
2. When ready, click Try It Free.
3. In the next screen, select Try in your sandbox.
4. After verifying account details, press Continue to Installation.
5. Proceed to Salesforce authentication via Login & Install.
6. Next, click Use Custom Domain to set up the domain.
7. Complete the custom domain field and select Continue.
8. Choose your installation scope and hit Install.
9. Review and accept Third Party Access, then click Continue.
10. Locate your installation in Settings > Advanced Setup > Installed Packages.