How to Connect Dialpad with Salesforce
Here’s a step-by-step tutorial on how to connect Dialpad with Salesforce:
- Head over to Salesforce AppExchange and find Dialpad for Salesforce.
- Click on the Try It Free button.
- Choose Try in your sandbox.
- Validate account details and select Continue to Installation.
- Log in to Salesforce by clicking Login & Install.
- Press Use Custom Domain to enter domain information.
- Type your custom domain and hit Continue.
- Select installation preferences and click Install.
- Enable Third Party Access and press Continue.
- Locate installed apps in Settings > Advanced Setup > Installed Packages.
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