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Here’s a step-by-step guide on how to connect Salesforce to Xero:
- Go to Salesforce AppExchange and search for Xero Integration with Salesforce.
- Select the Try It Free option.
- Click Try in Sandbox.
- Enter details and select Continue to Installation.
- Begin the installation process.
- Choose Use Custom Domain.
- Input the domain and press Continue.
- Set access and click Install.
- Accept permissions with Continue.
- Find installed integrations in Settings > Advanced Setup > Installed Packages.
