How to Connect Salesforce to Twilio
Here’s a step-by-step tutorial on how to connect Salesforce to Twilio:
- To begin your integration, visit Salesforce AppExchange and search for Twilio Flex.
- Once located, click on Try It Free.
- From the available choices, select Try in your sandbox.
- Inspect account information and click Continue to Installation.
- Proceed with Salesforce credentials via Login & Install.
- For domain setup, press Use Custom Domain.
- Specify your custom domain and select Continue.
- Configure your installation preferences and hit Install.
- Finalize Third Party Access and click Continue.
- View your installations under Settings > Advanced Setup > Installed Packages.
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