How to Connect Salesforce to Drift

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Here’s a step-by-step tutorial on how to connect Salesforce to Drift:

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1. Start at the Salesforce AppExchange homepage and locate Drift for Salesforce.
2. Following that, select Try It Free.
3. Choose the option for Try in your sandbox.
4. Confirm your account details and select Continue to Installation.
5. Initiate Salesforce access via Login & Install.
6. Proceed to Use Custom Domain for domain entry.
7. Add your custom domain and press Continue.
8. Select appropriate installation options and click Install.
9. Acknowledge Third Party Access and hit Continue.
10. Your installations are available in Settings > Advanced Setup > Installed Packages.