How to Connect Salesforce to Klaviyo

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

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1. Navigate to Salesforce AppExchange to find Klaviyo Marketing Automation.
2. Locate and select the Try It Free button.
3. Choose Try in your sandbox.
4. Double-check your account details and select Continue to Installation.
5. Initialize Salesforce login via Login & Install.
6. Select Use Custom Domain to proceed with domain entry.
7. Submit your custom domain and press Continue.
8. Select your installation preferences and click Install.
9. Authorize Third Party Access and select Continue.
10. Your installed packages can be found in Settings > Advanced Setup > Installed Packages.