How to Connect Salesforce to Five9

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Here’s a step-by-step guide on how to connect Salesforce to Five9:

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1. Launch Salesforce AppExchange and locate Five9 Adapter for Salesforce.
2. Click Try It Free on the main app page.
3. Select Try in Sandbox to proceed.
4. Submit contact information via Continue to Installation.
5. Prepare for the login sequence.
6. Click Use Custom Domain to proceed.
7. Input your Salesforce domain and select Continue.
8. Choose who you are installation the app for and click Install.
9. Grant Third Party Access and hit Continue.‍
10. Access installations under Settings > Advanced Setup > Installed Packages.