How to Connect Salesforce to Workato

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

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1. Using your browser, navigate to Salesforce AppExchange and find Workato Integrations.
2. Click the Try It Free option when ready.
3. Look for and select Try in your sandbox.
4. After confirming Salesforce account details, press Continue to Installation.
5. Move forward by selecting Login & Install.
6. To set up your domain, click Use Custom Domain.
7. Enter the domain details and select Continue.
8. Review installation options and hit Install.
9. Provide Third Party Access and tap Continue.
10. Access your installations through Settings > Advanced Setup > Installed Packages.