How to Connect Salesforce to Xero

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

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1. Go to Salesforce AppExchange and search for Xero Integration with Salesforce.
2. Select the Try It Free option.
3. Click Try in Sandbox.
4. Enter details and select Continue to Installation.
5. Begin the installation process.
6. Choose Use Custom Domain.
7. Input the domain and press Continue.
8. Set access and click Install.
9. Accept permissions with Continue.‍
10. Find installed integrations in Settings > Advanced Setup > Installed Packages.