Quick summary
This demo walks you through how to install the Workato Salesforce integration from the Salesforce AppExchange, covering every step from finding the listing to completing the package installation in your sandbox or production org.
Steps
- Go to Salesforce AppExchange and search for Workato Integrations.
- Click the Get it Now button on the Workato listing.
- Select Try in your sandbox to install in a sandbox environment.
- Verify your account details and click Continue to Installation.
- Click Log In & Install to authenticate with your Salesforce account.
- Click Use Custom Domain to enter your Salesforce domain.
- Enter your custom domain name and click Continue.
- Choose who you are installing the app for and click Install.
- Grant Third Party Access and click Continue.
- Find your installed app under Settings > Advanced Setup > Installed Packages.
