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How to Connect Salesforce to Webex

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

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  1. Access Salesforce AppExchange platform and search Webex App for Salesforce.
  2. On the app page, locate and select Try It Free.
  3. From available options, choose Try in Sandbox.
  4. Input contact information and select Continue to Installation.
  5. Proceed with installation setup.
  6. Choose the Use Custom Domain option.
  7. Provide the Salesforce domain and click Continue.
  8. Specify installation scope via Install.
  9. Grant Third Party Access and select Continue.‍
  10. You can see the integrations via Settings > Advanced Setup > Installed Packages.
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