How to Connect Salesforce to Cloudtalk
Here’s a step-by-step guide on how to connect Salesforce to Cloudtalk:
- Head over to Salesforce AppExchange and find Cloudtalk.
- Look for and select the Try It Free button.
- Click Try in Sandbox to continue.
- Fill in your details and press Continue to Installation.
- Get ready for the installation process.
- Choose the Use Custom Domain option.
- Copy and paste your Salesforce domain and select Continue.
- Specify who you are installing the app for and click Install.
- If asked, allow Third-Party access and select Continue.
- Locate your integrations in Settings > Advanced Setup > Installed Packages.
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